Many Auto OEMs reported Q4 2024 earnings in February and a number of them commented on ADAS adoption. GM’s L2+ map-based Super Cruise is rolling out on more models in 2025. GM stated that 60% of its 360K customers use it regularly and they expect the fleet to double in size in 2025. The system is offered with a 3 year trial on some models (as a $2500 option) and at the end of the trial about 20% of owners signed up for the continuing subscription at $25 per month. GM aims to approach $2B in annual revenue from Super Cruise within 5 years. Ford’s Blue Cruise equipped vehicles doubled to just under 700K (in operation), driven partly by a pricing drop and customers have driven 300M miles hands-free. For L3 and beyond, Ford is still developing that capability internally (with the old Argo team) but also looking at outside solutions. BYD also announced the roll out of its latest L2+ autopilot system on vehicles priced as low as $10,000 in China.
As we can see from some of the news stories this month, there are an increasing number of robotaxi and robotruck announcements. Tesla just applied for a robotaxi license in California, but with human supervision for now and Waymo also announced that it has doubled its weekly robotaxi rides to 200,000 in less than a year. According to Waymo they are now logging more than 1 million miles per week.
ADAS and AD technology is becoming more mainstream, and I had a chance to attend the Silicon Valley Auto show to see some of the latest consumer offerings. Almost all of the vehicles at the show now have at least a minimum of lane keep assist, ACC and AEB.
Don’t forget our upcoming AEB workshop in Detroit, April 10th. We still have a few speaking opportunity and exhibit slots open (please contact me if you are interested) and you can register to attend at the drivingvisionnews.com website.
Thank you,
Martin Booth
DVN USA Representative
[email protected]