- Who are the top 12 companies developing ADS for medium and heavy duty vehicles?
- 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 ADS?
- What are the factors that separate the leaders from the contenders and challengers?
Guidehouse Insights Leaderboard Report: Automated Trucking
Assessment of Strategy and Execution for 12 Companies Developing Automated Driving Systems for Trucks
The impetus for developing automated driving systems for trucks stems from several factors. Among the many lasting impacts of the COVID-19 pandemic is a shortage of labor in many fields. The trucking industry was already facing a significant shortfall of drivers, which that labor shortfall has exacerbated. Prior to the pandemic, new regulations that limited the number of hours long-haul drivers could work in a day combined with the job’s difficulty to make driver recruiting challenging. A second factor is that drivers represent a significant portion of the cost of operating trucks. An additional goal is improving safety and reducing the number of crashes and fatalities.
In many respects, the operational design domain for trucks that carry freight rather than passengers is simpler than that for urban robotaxis, which get most of the media’s attention. Routes are more predictable and can be optimized to minimize challenges like left-hand turns. For long-haul trucking, the absence of intersections and vulnerable road users also simplifies the driving task, although the higher speeds and heavier weights require longer distance sensing capability.
Several of the companies included in this report are developing automated driving systems (ADS) for light, medium, and heavy duty vehicles, including Waymo and Aurora Innovation. Others such as Embark, Kodiak Robotics, and Plus AI are focused exclusively on the heavy duty, long-haul market, while Gatik and Einride are targeting the medium duty segment. Guidehouse Insights has ranked 12 companies in this Guidehouse Insights Leaderboard that assesses which companies are best equipped to be the Leaders in the development of ADS for medium and heavy duty trucks. The Leaderboard quantifies the current relative position of each of the major players as the latest features are being developed and commercialized to help drivers and improve safety.
Top 10 Vendors
- Plus AI
- Kodiak Robotics
- Daimler Truck
- Vehicle manufacturers
- Automotive industry suppliers
- Insurance companies
- Commercial fleet managers
- Government agencies
- Investor community
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
3.2 The Guidehouse Insights Leaderboard Grid
4. Company Rankings
4.1.2 Aurora Innovations
4.2.2 Plus AI
4.2.3 Kodiak Robotics
4.2.4 Daimler Truck
4.3.2 ISEE AI
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
188.8.131.52 Score Calculations
8.2.3 Criteria Definitions
- The Guidehouse Insights Leaderboard Grid
- Waymo Strategy and Execution Scores
- Aurora Innovations Strategy and Execution Scores
- TuSimple Strategy and Execution Scores
- Gatik Strategy and Execution Scores
- Plus AI Strategy and Execution Scores
- Kodiak Robotics Strategy and Execution Scores
- Daimler Truck Strategy and Execution Scores
- Einride Strategy and Execution Scores
- Locomation Strategy and Execution Scores
- Embark Strategy and Execution Scores
- ISEE 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