자율 주행 시스템(ADS) 시장 : Guidehouse Research Leaderboard

Automated driving systems (ADS) have been a focus of research and experimentation ever since Defense Advanced Research Projects Agency's (DARPA's) Grand Challenge. Despite ongoing interest, ADS has long seemed to remain five to ten years away from widespread adoption. Now, as 2025 ends, automated driving appears to have crossed a technological threshold in the mobility market-one that could push it into the mainstream. The year 2026 may finally be the time that once felt perpetually a decade away.

This progress in ADS development and product launches stems from several sources. One key driver is the use of AI technologies to streamline workstreams, enabling developers to manage large datasets and train models more efficiently. Another factor is the diversification of markets where ADS has emerged, with these niches fostering technological advancement and creating a path toward revenue generation for many companies.

Companies are pursuing multiple routes to full automation and revenue generation. The most public-facing are robotaxis, where riders can summon a light-duty vehicle (LDV) to reach their destination without a driver. Globally, Waymo and Baidu are leading Robotaxi developers. Other commercial deployments target the trucking market, both on-road and off-road, with Aurora and Kodiak Robotics as major players. Some companies, such as Motional, are partnering with OEMs to integrate automation into consumer vehicles.

This edition of the Guidehouse Research Leaderboard ranks 15 companies across the ADS landscape. All are focused on achieving full hands-off, eyes-off driving technology, following diverse paths to bring their solutions to market.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 The Guidehouse Research Leaderboard Grid

2. Market Overview

• 2.1 Market Definition
• 2.2 Market Drivers
• 2.3 Market Barriers
• 2.4 Market Trends

3. The Guidehouse Research Leaderboard

• 3.1 The Guidehouse Research Leaderboard Categories
  • 3.1.1 Leaders
  • 3.1.2 Contenders
  • 3.1.3 Challengers
  • 3.1.4 Followers
• 3.2 The Guidehouse Research Leaderboard Grid

4. Company Rankings

• 4.1 Leaders
  • 4.1.1 Waymo
  • 4.1.2 Baidu
  • 4.1.3 NVIDIA
  • 4.1.4 Mobileye
• 4.2 Contenders
  • 4.2.1 Gatik
  • 4.2.2 Nuro
  • 4.2.3 Autonomous A2Z
  • 4.2.4 Aurora
  • 4.2.5 Plus AI
  • 4.2.6 Tesla
  • 4.2.7 Kodiak AI
  • 4.2.8 Motional
• 4.3 Challengers
  • 4.3.1 Torc Robotics
  • 4.3.2 May Mobility
  • 4.3.3 Bot Auto

5. Acronym and Abbreviation List

6. Table of Contents

7. Table of Charts and Figures

• 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