US Autonomous Vehicle Sales To Hit 230K By 2034 After Progress Resumes At Alphabet's Waymo, GM's Cruise: S&P Global Mobility
Portfolio Pulse from Anan Ashraf
S&P Global Mobility projects US autonomous vehicle sales to reach 230,000 by 2034, with advancements from Alphabet's Waymo and GM's Cruise. Despite investment challenges, Waymo and Cruise are making progress, while Tesla aims for autonomy with its FSD software.
September 10, 2024 | 12:53 pm
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POSITIVE IMPACT
Alphabet's Waymo is leading in the US AV market, with a $5 billion investment announced. However, it faces challenges like an NHTSA investigation.
Waymo's leadership in the AV market and significant investment from Alphabet suggest positive momentum. However, the NHTSA investigation poses a risk.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Alphabet's Waymo is leading in the US AV market, with a $5 billion investment announced. However, it faces challenges like an NHTSA investigation.
Waymo's leadership in the AV market and significant investment from Alphabet suggest positive momentum. However, the NHTSA investigation poses a risk.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
GM's Cruise has resumed robotaxi operations after a pause due to an accident. The company abandoned plans for the Origin AV, indicating mixed progress.
Cruise's resumption of operations is positive, but abandoning the Origin AV project shows challenges. This results in a neutral short-term impact.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70
NEUTRAL IMPACT
Tesla is enhancing its FSD software and plans to unveil a robotaxi product. However, delays in achieving full autonomy remain a challenge.
Tesla's advancements in FSD and robotaxi plans are promising, but ongoing delays in autonomy limit immediate impact.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 60