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The ADS industry is exhibiting the first signs of commercial readiness, but still represents a tiny portion of transportation in a few countries
There are multiple use cases for commercial ADS, but as yet none have reached profitability or even cost competitiveness with traditional modes
The remainder of this decade is likely see steady growth of ADS adoption before really gaining ground in the early 2030s
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Key Takeaways
Study Details
2025 marked a breakthrough year for commercializing automated driving systems (ADS). Two decades after early prototypes first completed the DARPA Grand Challenge course, robotaxi operations began scaling in multiple cities around the world, and commercial driverless trucking operations expanded on public roads. Vehicles now carry tens of thousands of passengers daily in numerous cities across the U.S., China, and the Middle East, with Waymo alone completing several hundred thousand trips every week. Aurora is operating a fleet of trucks without safety drivers, making daily freight runs of several hundred while Kodiak trucks deliver fracking sand to oil fields in rural Texas, and Zoox operates one of the first purpose-built robotaxis in Las Vegas.
The path to commercialization has been challenging with many startups and automakers having given up over the last decade. This report evaluates 21 of the leading survivors spanning several different use cases, including robotaxis, roboshuttles, middle-mile deliveries, and long-haul trucking. Companies are scored on multiple criteria: technology readiness, go-to-market strategy, partnerships, safety, and financial stability. These scores represent a snapshot in time and provide relative rather than absolute rankings.
What You Get:
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Immediate access to a comprehensive, professionally formatted PDF whitepaper that you can read offline, share with your team, or reference anytime.
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