Global Commercial Vehicle Intelligent Driving Industry Report

©2026CIC.Allrightsreserved.Thisdocumentcontainshighlyconfidentialinformationandissolelyfortheuseofourclient. CICReports|GlobalCommercialVehicle IntelligentDrivingIndustryReport Ex ecutiveSummary Theglobalcommercialvehicleintelligentdrivingindustryisenteringaphaseofexplosivegrowthdrivenbytechnologicalmaturity,policysupport,and strong demand for safety and efficiency.Closedenvironments(mines,ports,industrial parks)serve as the earliestandmostmaturecommercialscenarios,whileintercityandurbanroadapplicationsarerapidlyexpanding. TableofContents 1.MarketOverview 2.KeyGrowthDrivers CICReports|GlobalCommercialVehicle IntelligentDrivingIndustryReport 1.Mark etOverview 1.1MarketDefinition TheglobalcommercialvehicleintelligentdrivingindustryprovidesLevel2+andhigherautomationsolutionsforcommercialvehicles,asanadvancedbranchdistinctfromLevel1–2ADAS,andisdevelopingtowardfullyunmannedoperationincomplexscenarios.Supportedbystrong demand driven by core industry demands for safety,efficiencyand reliability,and with favorable early deploymentconditionsin closed environments such as mines,ports andindustrialparks,intelligentdrivingsolutionsforcommercialvehicleshavebeenwidelyappliedacrossurbanroads,intercityroadsandclosedscenarios. Theindustryisstillintheearlycommercializationstage,withclosedenvironmentsrealizingmaturedeploymentwhileurbanandintercityroadapplicationsremaininpilotphase.Passengervehicle-focusedplayersfacehightechnicalbarriersinsensorconfiguration,vehiclemotioncontrol and adaptation to harsh working conditions whenenteringthismarket.Theindustryfeaturestwocorebusinessmodels,productsales and fleet operation,and two installation modes,factory-installedandaftermarket,amongwhichthefactory-installed CICReports|GlobalCommercialVehicle IntelligentDrivingIndustryReport modelis expected to become the mainstream as the ecosystemmatures. 1.2MarketSizeandGrowth The global commercial vehicle intelligent driving market reachedRMB10.0billionin2024andisprojectedtosurgetoRMB1,614.4billionby2030 ataCAGRof133.3%,whileChina’smarket isexpectedtoexpandfromRMB4.8billionin2024toRMB774.3billionby2030drivenbysupportivepoliciesandtechnologicalprogress. Note:Themarketsizeincludesrevenuesfrombothproductsalesandfleetoperations. Source:CICReports ClosedenvironmentsdominatedtheglobalandChinesemarketsin2024,accountingfor50.8%and53.8%oftherespectivetotalmarket CICReports|GlobalCommercialVehicle IntelligentDrivingIndustryReportsizes.Urbanandintercityroadsegmentswillregisterfastergrowthinthefuture,withtheclosed-environmentsegmentexpectedtoreachRMB107.5billiongloballyandRMB56.8billioninChinaby2030. Source:CICReports CICReports|GlobalCommercialVehicle IntelligentDrivingIndustryReport 2.KeyGrowthDrivers 2.1KeyDrivers Safety Safetyisthemostcriticalconcernincommercialvehicleoperations,sinceaccidents can lead to severe injuries,significant economiclossesanddisruptionstooperations.Theintroductionofintelligentdrivingtechnologyenablesdriverlesscommercialvehicleoperations,reducingaccidentscausedbyhumanerrorandminimizingpotentialcasualtiesandfinanciallosses.Additionally,driversfacehealthrisksassociatedwithcommercialvehicleoperations,suchaschroniclungandhearingproblemscausedbydustandnoisesinminingareas.Vehicleautomationcanprotectdriversfromprolongedexposuretohazardousenvironments,therebyloweringsuchhealthrisks. EfficiencyandReliability Operationswithmannedcommercialvehiclesareoftensuspendeddueto humans’limited attention span and inability to work long,consecutivehours.Incontrast,intelligentdrivingcommercialvehiclescanoperate 24/7,thereby improving operational efficiency andreliability. CICReports|GlobalCommercialVehicle IntelligentDrivingIndustryReport 2.2ApplicationScenarios Urbanroads Featuringhightrafficdensityandcomplexunstructuredconditions,urbanroadsdemandadvancedperceptionandalgorithmcapabilities,while fragmented regulations and restrictions onfullydriverlessoperations lead to prolonged commercialization andexploratorybusinessmodels. Intercityroads Withstandardized traffic conditions and fewer complex roadinteractions,intercity roads have higher deployment feasibility,supportedbyconsistentpoliciesandsteadyprogressinlarge-scalepilotsand commercialization for logistics despite remainingautomation-levelregulations. Closedenvironments Benefitingfrom clear boundaries,controllable conditions andsupportivenational policies,closed environments(especiallyhigh-demandopen-pit mines)are the most promising scenarios,enablinghighlyfeasible,reliableandefficientcommercialdeploymentofintelligentdrivingsolutions. CICReports|GlobalCommercialVehicle IntelligentDrivingIndustryReport 2.3FutureOutlook Goingforward,commercialvehicleintelligentdrivingwillextensivelyenhanceoperational safety and efficiency,driving the globalcommercial transportation sector toward a highly intelligent andautonomousfuture. CICReports|GlobalCommercialVehicle IntelligentDrivingIndustryReport AboutCIC CICis a professional consulting firm offering tailored end-to-e