J.P.Morgan：2025年从芯片到汽车：深入探讨ADAS与Robotaxi报告（英文版）

According to the WHO, ~2 fatal road accidents occur every minute worldwide. Road traffic injuries remain the leading cause of death for children and young people aged 5-29 years. In the United States, over 90% of crashes are attributed to human choices or errors, such as speeding, distractions, drowsiness, or alcohol consumption. In 2023, an alcohol-related driving fatality occurred on average every ~42 minutes in the U.S. In some developed countries like Spain, which has a low rate of