In November, Waymo announced it would begin testing fully driverless vehicles with no one in the driver’s seat. Then, last week, GM petitioned the federal government for approval to mass-produce a car with no steering wheel or pedals—with plans to release it in 2019. In short, driverless cars are on the cusp of shifting from laboratory research projects to real, shipping products.
A new report from the consulting firm Navigant ranks the major players in this emerging driverless car industry. Navigant analysts see GM and Waymo as the clear industry leaders, while Ford, Daimler (teamed up with auto supplier Bosch), and Volkswagen Group are also strong contenders in Navigant’s view.
Dominating the driverless car business will require both advanced autonomous vehicle technology as well as the ability to mass-produce cars with the necessary sensors and computing hardware. In this respect, Silicon Valley tech companies and the OEMs face opposite challenges. Waymo has long been the leader in driverless software, but it needs to find a partner to help it manufacture the cars that will run that software. Conversely, car companies know how to build cars but don’t necessarily have the expertise to create the kind of sophisticated software required for fully self-driving vehicles.