Updated Market Outlook & Forecast for Autonomous Commercial Vehicles

Available November 26, 2025 ─ $9,750

The industry is shifting. Your planning needs clarity you can trust.
Since ACT’s landmark 2022 autonomous study, the pace of development, regulation, and commercialization has accelerated. Companies across the CV ecosystem are reevaluating timelines, technology bets, and capital allocation. With dynamic change you need a forward-looking, structured view of what’s real, what’s noise, and where the market is truly headed.

This updated report delivers a fresh, validated, data-backed forecast built for OEMs, fleets, AV system developers, suppliers and investors navigating strategic planning for the next decade.

Why This Report Matters Now

Autonomous technology in commercial vehicles is leaving the “experimental” stage and entering targeted commercialization. But deployment timelines remain uneven, infrastructure is fragmented, and capital is tightening.

The companies that win in this transition will be those who:

• Understand where adoption is most likely

• Know which applications will mature first

• Recognize cost inflection points

• Anticipate regulatory and operating-environment shifts

• Time investments with precision

This update distills what has changed since 2022 — and what matters most for strategic planning going forward.

What’s Included (2025 Edition)

✔ Updated Market & Adoption Forecast (Excel)
Revised forecasts grounded in ACT’s CV-market fundamentals, regulatory progress, and technology readiness thru 2040.

✔ Full Written Analysis (PDF)
Trends, drivers, infrastructure considerations, competing business models, early commercial corridors, and timing risk.

✔ Optional Analyst Discussion
Available upon request for teams needing deeper alignment or scenario exploration.

✔ Optional Executive Summary Slide Deck (PPTX) w/ Discussion
A clean, presentation-ready deck for internal briefings, leadership meetings, and strategy workshops.

Delivery:
Available in your ACT Research report portal on November 26, 2025.

What’s New Since the 2022 Report

Autonomy has evolved — but not always in the ways predicted. This update reflects the real changes that matter for planning.

✓ Updated AV system readiness and constraints
Hardware maturity, safety stacks, ODD expansion, and cost trajectories.

✓ Revised infrastructure impact
Hub-to-hub corridors, depot integration, and industry alignment on early routes.

✓ New insights from OEMs, suppliers & AV developers
Where alignment exists — and where timelines diverge sharply.

✓ Updated TAM & application-by-application adoption view
Long-haul, regional, and dedicated-route opportunities.

✓ Updated business-model considerations
AV-as-a-service, fleet-owned autonomous trucks, retrofits, and OEM-integrated solutions.

✓ Revised cost considerations
Impact of labor displacement, maintenance changes, uptime, truck utilization, and insurance costs.

✓ Revised forecast thru 2040
Incorporating policy signals, technology gating factors, and commercial constraints.

Who This Report Is For

This updated report is built for organizations making multi-year strategic decisions:

OEMs

• Product roadmap positioning

• Feature-integrated vs. partner-supplied autonomy

• Volume assumptions & capital planning

Fleets

• Timing for pilots, deployments, and business-case validation

• Network implications (hub-to-hub, regional, dedicated freight)

• Routing and labor analysis

AV System Developers

• Market entry order

• Early viable corridors

• Competitive dynamics

Component Suppliers

• Timing of sensor/computing demand

• Where early volume will materialize

• Next-gen system requirements

Strategic Planning Teams Across the Value Chain

If the question is “When will this matter, and what should we prepare for?”, this report is built for you.

Price: $9,750

Availability: November 26, 2025