Navigant Research Leaderboard: Automated Driving Vehicles

Assessment of Strategy and Execution for 19 Companies Developing
Automated Driving Systems

2017 saw a continuing acceleration of the pace of development in the automated driving sector, as many of the companies involved have shifted from a R&D stance to production engineering. With concerns about driver distraction mounting, automated driving is increasingly seen by many as the best solution to eliminating this dangerous trend on the world’s roadways. The number of automated ride-hailing pilot programs has also increased since it has become increasingly clear that mobility as a service will be the primary means of deploying automated vehicles, particularly in the early years of commercialization.

As the technology for taking the human driver out of the control loop matures, the business landscape continues to shift. The cost and complexity of developing and deploying automated driving technologies have driven numerous new partnerships and acquisitions to help achieve scale more rapidly. OEMs and suppliers have recognized the threats to their traditional business models and are working aggressively to leverage the strengths they have to develop new revenue streams. New entrants into the field are recognizing the challenges of establishing manufacturing and distribution infrastructure and are increasingly forming partnerships with incumbents to leverage the strengths that each bring to the challenge.

This Navigant Research Leaderboard evaluates 19 companies developing automated driving systems. These players are rated on 10 criteria: vision; go-to market strategy; partners; production strategy; technology; sales, marketing, and distribution; product capability; product quality and reliability; product portfolio; and staying power. Using Navigant Research’s proprietary Leaderboard methodology, vendors are profiled, rated, and ranked with the goal of providing an objective assessment of their relative strengths and weaknesses in the development and deployment of automated driving technology.

Top 10 Vendors:

1.  GM

2.  Waymo

3.  Daimler-Bosch

4.  Ford

5.  Volkswagen Group

6.  BMW-Intel-FCA

7.   Aptiv

8.   Renault-Nissan Alliance

9.  Volvo-Autoliv-Ericsson-Zenuity

10.  PSA

Key Questions Addressed:
  • What are the top 19 companies developing integrated automated driving systems?
  • 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 automated driving?
  • What factors separate the Leaders from the Contenders and Challengers?
Who needs this report?
  • Vehicle manufacturers
  • Automotive industry suppliers
  • Commercial fleet managers
  • Transit providers
  • Carsharing and ride-hailing companies
  • Mobility service providers
  • Insurance companies
  • Government agencies
  • Investor community

Table of Contents

1. Executive Summary

1.1   Market Introduction

1.2   The Navigant Research Leaderboard Grid

2. Market Overview

2.1   Market Definition

2.2   Market Drivers

2.3   Market Barriers

2.4   Market Trends

3. The Navigant Research Leaderboard

3.1   The Navigant Research Leaderboard Categories

3.1.1   Leaders

3.1.2   Contenders

3.1.3   Challengers

3.1.4   Followers

3.2   The Navigant Research Leaderboard Grid

4. Company Rankings

4.1   Leaders

4.1.1   GM

4.1.2   Waymo

4.1.3   Daimler-Bosch

4.1.4   Ford

4.1.5   Volkswagen (VW) Group

4.1.6   BMW-Intel-FCA

4.1.7   Aptiv

4.1.8   Renault-Nissan Alliance

4.2   Contenders

4.2.1   Volvo-Autoliv-Ericsson-Zenuity

4.2.2   PSA

4.2.3   Jaguar Land Rover

4.2.4   Toyota

4.2.5   Navya

4.2.6   Baidu-BAIC

4.2.7   Hyundai Motor Group

4.3   Challengers

4.3.1   Honda

4.3.2   Uber

4.3.3   Apple

4.3.4   Tesla

4.4   Other Companies to Watch

4.4.1   Aurora Innovation

4.4.2   AutoX

4.4.3   Comma.ai

4.4.4   Didi

4.4.5   drive.ai

4.4.6   Embark (Previously Varden Labs)

4.4.7   FiveAI

4.4.8   Lyft

4.4.9   Magna International

4.4.10   May Mobility

4.4.11   Nauto

4.4.12   Next Future Transportation

4.4.13   Nuro.ai

4.4.14   Valeo

4.4.15   Voyage

4.4.16   ZF Friedrichshafen AG

4.4.17   Zoox

5. Acronym and Abbreviation List
6. Table of Contents
7. Table of Charts and Figures
8. Scope of Study, Sources and Methodology, Notes

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

List of Charts and Figures

  • The Navigant Research Leaderboard Grid
  • GM Strategy and Execution Scores
  • Waymo Strategy and Execution Scores
  • Daimler-Bosch Strategy and Execution Scores
  • Ford Strategy and Execution Scores
  • VW Group Strategy and Execution Scores
  • BMW-Intel-FCA Strategy and Execution Scores
  • Aptiv Strategy and Execution Scores
  • Renault-Nissan Alliance Strategy and Execution Scores
  • Volvo-Autoliv-Ericsson-Zenuity Strategy and Execution Scores
  • PSA Strategy and Execution Scores
  • Jaguar Land Rover Strategy and Execution Scores
  • Toyota Strategy and Execution Scores
  • Navya Strategy and Execution Scores
  • Baidu-BAIC Strategy and Execution Scores
  • Hyundai Motor Group Strategy and Execution Scores
  • Honda Strategy and Execution Scores
  • Uber Strategy and Execution Scores
  • Apple Strategy and Execution Scores
  • Tesla Strategy and Execution Scores
  • SAE J3016 Standard Core Reference for AVs

List of Tables

  • The Navigant Research Leaderboard Overall Scores
  • Vendor Scores
  • Vendor Scores on Strategy Criteria
  • Vendor Scores on Execution Criteria

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