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Whitepaper

Automated Trucks Should Be Built in a Factory

Published Q1 2026

Study Details

Automated trucks promise to solve the trucking industry's most pressing challenges, from acute driver shortages to rising operational costs, but only if they're built the right way. Most autonomous vehicle developers have taken a retrofit approach, adding sensors and computing systems to existing production trucks. But as the industry scales beyond pilot programs, this strategy is showing critical weaknesses in reliability, service coverage, and warranty support. Telemetry's latest whitepaper reveals why the winning approach requires deep integration with established truck manufacturers from day one. Drawing on analysis of current market leaders like PlusAI, Aurora, and Waabi, this report examines the hardware and software requirements for safe automated trucking, the business models that make economic sense, and why startups that go it alone face an uphill battle against those partnering with OEMs who already have nationwide dealer networks and century-old production expertise.

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What You Get:

  • Immediate access to a comprehensive, professionally formatted PDF whitepaper that you can read offline, share with your team, or reference anytime. 

Key Takeaways

By 2030, the U.S. trucking industry will face a shortage of 180,000 drivers.

Aftermarket retrofits can't match the reliability and service coverage of factory-built automated trucks.

Successful ADS companies are partnering with OEMs, rather than competing with them.

Download Now!

This whitepaper is available as a complimentary download. Additional Telemetry research reports and studies are available for purchase at $2,000 per report. If you're interested in subscribing to Telemetry research, exploring our advisory services, or becoming a client, please contact us here

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