Roadmap to Autonomous Vehicles | The Level 3-4 Commercialization Race

The race to commercialize un-supervised autonomous driving is heating up in 2025 as Stellantis and Honda join BMW and Mercedes-Benz in rolling out Level 3 systems capable of "hands-free and eyes-off the road" driving.

The Autonomy Gold Rush is sparking new battlefronts as players strive for product differentiation and monetization:

• Who is winning the ODD wars: Lidar vs. Lidar-less autonomy, next-gen sensors like Imaging radars, Generative AI to solve challenges in perception and validation;
• Monetization traps: Who is getting it right between monthly subscriptions, optional fit and OTA updates?
• Deployment race: China vs. Germany vs. USA as key innovation Hub to foster autonomous mobility

Join this 20-minute webinar to stay ahead of the curve in the rapidly evolving autonomous driving market:

• Reality Check: Learn about different commercialization strategies from leading brands: e.g. Tesla FSD vs. BMW vs. NIO;
• Benchmark players based on their technological capabilities: e.g. L3 ODD; Software Stack;
• Identify new opportunities in autonomous driving, such as subscriptions, licencing, Features-on-Demand;
• Live demo of Auto2x Autonomous Driving Radar, a proprietary tool for strategic planning

Who is this webinar for:

• Strategy Teams: Identify new revenue streams from ADAS, such as subscription-based services or standard equipment offerings.
• Engineering Teams: Benchmark competing systems and develop competitive operational design domains (ODDs).
• Innovation Teams: Explore advancements in sensors and software to drive product differentiation.
• Project Managers: assess technology readiness, timelines to adoption, pioneers and leading hubs
• Investors: Understand market penetration trends and identify high-growth opportunities within the sector.

Learn about the strategies of leading carmakers to Level 3 Automated Driving

• BMW and Mercedes-Benz have already started deployment of their Level 3 systems in Germany;
• Stellantis announced that their Level 3 system STLA AutoDrive is ready for deployment.
• Honda will launch Level 3 in the Honda 0 series in 2025 with Helm.ai's Deep Teaching tech;
• Xiaomi EV announced the rollout of its HAD (Hyper Autonomous Driving) capable of integrating departure-to-automated parking at the destination.
• Tesla updated their NOA (Navigation on Autopilot) feature in China.

But these systems have different capabilities (Operational Design Domain, sensor sets), while system pricing varies. What's more, regional availability is still largely undefined.

Assess the Opportunity & Business Cases in Autonomy

General Motors targets $2 Billion in annual Super Cruise revenue within 5 years

Level 3 could bring new revenues to carmakers from monthly subscriptions (e.g. Tesla FSD, NIO), over-the-air updates and new pricing packages.

Automotive suppliers benefit from rising demand for next-generation sensors (radars, cameras), On-board High-Performance Computing and software development, among others.

However, high development costs and varying consumer willingness to pay mean that players need to prioritise those opportunities based on technological readiness and market potential.

Learn about the biggest opportunities from the quantitative examination of 100+ technologies and business models.

Understand how players are solving the techno-commercial challenges in perception & validation

Learn how OEMs balance R&D costs against uncertain consumer adoption rates.

• Cost-efficient safe solutions: Different sensor set approaches to L3 impacting R&D costs, system pricing and perception redundancy, e.g. Lidar vs. Lidar-less, AI-Vision-based;
• Control of the AD Software Stack: in-house vs. outsourcing approaches;
• Updatability: SDV-building blocks for Features on Demand: e.g. SOTA updates;
• Self-learning: integration of AI for advancements and AD Softw
• Feature pricing strategies to penetrate the market, e.g. Monthly subscriptions;
• Regional deployment challenges due to the state of autonomous driving regulation in Europe versus the US and China.

Roadmaps To Level 4 "Brain-off" In Private Cars

While robo-taxis, robo-shuttles and autonomous trucks are already in operation, Level 4 in passenger cars is not allowed because it requires updates of regulations.

• Learn how carmakers can close the technological gap to Level 4.
• Get insights on changes to Level 4 autonomous driving regulation;
• Understand which geographies are promising for deployment

For questions or thoughts contact us here.