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1Q 2023

Guidehouse Insights Leaderboard: Automated Driving Systems

Assessment of Strategy and Execution for 18 Companies Developing Automated Driving Systems

Even before global inflation led to rising interest rates in the third year of the COVID-19 pandemic, many investors had begun to sour on the slow development in the automated driving systems (ADS) sector. As a result, ADS companies saw major reductions in private funding and those that had gone public experienced plummeting valuations. With new investments largely frozen, a leading company in the space, Argo AI, announced it would shut down, and Nuro cut staff.

Despite these financial challenges, Cruise, Baidu and AutoX joined Waymo in operating driverless commercial robotaxi pilots. Motional, Zoox, and Mobileye are expected to launch driverless operations in 2023. With the challenges of commercializing automated robotaxi and delivery services, the auto industry has seen an emphasis on bringing ADS technologies to consumer vehicles for achieving ROI through more advanced driver assist systems and limited ADS, such as highway pilot functions.

This edition of the Guidehouse Insights Leaderboard: Automated Driving Systems focuses on 16 companies that are developing the ADS rather than on the OEMs that may eventually deploy the technology. The primary focus of the evaluation is companies that are developing systems for light to medium duty vehicles. Companies focusing exclusively on heavy duty trucking are not included; Waymo and Aurora, which are developing ADS for trucks, are in the ranking because of their participation in the light duty market. This Leaderboard assesses those companies that are best equipped to be the leaders in the development of ADS and quantifies their relative positions as the latest features are being developed and commercialized to help drivers and improve safety.

Top 10 Vendors
  • Mobileye
  • Waymo
  • Baidu
  • Cruise
  • Motional
  • Nvidia
  • Aurora
  • WeRide
  • Zoox
  • Gatik
Pages 51
Tables | Charts | Figures 23
  • Who are the top 16 companies developing ADS?
  • Which of these companies ranks highest in terms of strategy?
  • Which of these companies ranks highest in terms of execution?
  • Which companies are currently leading this emerging market?
  • Which companies are best positioned to take the lead in deploying automated driving directly or with automaker partners?
  • What are the factors that separate the leaders from the contenders and challengers?
  • Vehicle manufacturers
  • Automotive industry suppliers
  • Insurance companies
  • Commercial fleet managers
  • Taxi operators
  • Mobility service providers
  • City managers
  • Government agencies
  • Investor community
  • Carsharing companies
  • Ride-hailing companies
  • Transit providers

1. Executive Summary

1.1    Market Introduction

1.2    The Guidehouse Insights Leaderboard Grid

2. Market Overview

2.1    Market Definition

2.2    Market Drivers

2.3    Market Barriers

2.4    Market Trends

3. The Guidehouse Insights Leaderboard

3.1    The Guidehouse Insights Leaderboard Categories

3.1.1   Leaders

3.1.2   Contenders

3.1.3   Challengers

3.1.4   Followers

3.2    The Guidehouse Insights Leaderboard Grid

4. Company Rankings

4.1    Leaders

4.1.1   Mobileye

4.1.2   Waymo

4.1.3   Baidu

4.1.4   Cruise

4.2    Contenders

4.2.1   Motional

4.2.2   Nvidia

4.2.3   Aurora Innovation

4.2.4   WeRide

4.2.5   Zoox

4.2.6   Gatik

4.2.7   Nuro

4.2.8   AutoX

4.3    Challengers

4.3.1   Autonomous A2Z

4.3.2   May Mobility

4.3.3   Pony AI

4.4    Followers

4.4.1   Tesla

5. Acronym and Abbreviation List

6. Table of Contents

7. Table of Charts and Figures

8. Scope of Study and Methodology

8.1    Scope of Study

8.2    Sources and Methodology

8.2.1   Vendor Selection

8.2.2   Ratings Scale

8.2.2.1    Score Calculations

8.2.3   Criteria Definitions

8.2.3.1    Strategy

8.2.3.2    Execution

  • The Guidehouse Insights Leaderboard Grid
  • Mobileye Strategy and Execution Scores
  • Waymo Strategy and Execution Scores
  • Baidu Strategy and Execution Scores
  • Cruise Strategy and Execution Scores
  • Motional Strategy and Execution Scores
  • Nvidia Strategy and Execution Scores
  • Aurora Innovation Strategy and Execution Scores
  • WeRide Strategy and Execution Scores
  • Zoox Strategy and Execution Scores
  • Gatik Strategy and Execution Scores
  • Nuro Strategy and Execution Scores
  • AutoX Strategy and Execution Scores
  • Autonomous A2Z Strategy and Execution Scores
  • May Mobility Strategy and Execution Scores
  • Pony AI Strategy and Execution Scores
  • Tesla Strategy and Execution Scores
  • SAE J3016 Standard Core Reference for Automated Vehicles

  • The Guidehouse Insights Leaderboard Overall Scores
  • Vendor Scores
  • Vendor Scores on Strategy Criteria
  • Vendor Scores on Execution Criteria
  • Six Levels of Automation as Defined by SAE Standard J3016
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