The robotaxi market is ramping up quickly, with established companies rapidly expanding into new cities and new companies entering the market. At the same time, we’re seeing rapid innovation in the critical technologies that make robotaxis possible, such as more powerful processors, sensors and advanced AI models (including end-to-end and vision-language-action models). In this talk, we’ll assess key trends in the robotaxi market and underlying technologies. We’ll examine recent progress in deployments, share Counterpoint’s forecast for the number of robotaxis that will be deployed through 2030 and detail the numbers and types of sensors and processors used in robotaxis.