Title: Epic Self-Driving Showdown at CES 2025
The self-driving landscape encountered hurdles in 2024, yet the buzz continued at CES. No longer solely a consumer electronics event, CES transformed into a transportation spectacle, with even major players like Samsung, LG, and Sony focusing on AI over physical sales. The new West Hall and sections of the North Hall were dedicated to this transition.
American automakers were scarce this time around, though a few new Chinese entrants graced the stage. Waymo, the key player in self-driving, presented two variants of their 6th generation hardware. One was showcased on the Zeekr minivan platform, while the second version replaced it on the Ioniq 5 platform due to the 100% tariff on Chinese import vehicles. Waymo is reportedly continuing development for the Zeekr, with potential exemptions from tariffs until the Ioniq is ready.

Chinese vehicles have a strong advantage in robotaxis; they offer affordability, quick manufacturing, and no need for established nameplates or high mechanical reliability. On the opposite side, Korean makers like Hyundai can also provide decent value vehicles, and the Ioniq is expected to be popular and provide a good taxi experience.

LIDAR companies returned to CES with a force, despite the decreasing number of self-driving teams. They aim to cater to traditional automakers seeking to enhance driver-assist tools and pilot ADAS systems, as well as "level 3" cars that can drive autonomously on highways with human supervision. LIDAR sales for robotaxis remain below expectations, but the industry continues to present various options, with Chinese vendors Hesai and Robosense leading in volume.

Imaging radar, known for its low resolution, gained popularity at CES. The technology has improved, offering better resolution to potentially replace LIDAR, providing cost savings and weather resistance. Companies are leveraging AI for pattern recognition and resolution enhancement.

The US robotaxi market is now primarily contingent on Waymo and Zoox, with Zoox's planned 2024 public launch in Las Vegas delayed. May Mobility, offering vehicles without safety drivers in Ann Arbor, Michigan, focuses on shuttles with limited routes and stops, making them inadequate for full-fledged robotaxis.

Controversially, a Chinese company presented a prototype of a truck equipped with a short-range multirotor aircraft for personal use, costing around $340,000. The Pebble electric trailer, a competitor, also had a presence at the event, showcasing advancements in electric trailers to extend range.

Advancements in AI and electronic vehicle technologies were a highlight of CES, even if many of the claims reeked of hype. The show's revival was apparent, as exhibit hall space was regaining its former grandeur.
Waymo's self-driving technology was showcased on two different platforms at CES, with one variant used on the Zeekr minivan and the other on the Hyundai Ioniq 5 due to tariff issues.
Mobileye, a LIDAR company, returned to CES to cater to traditional automakers seeking to enhance driver-assist tools, as well as to pilot ADAS systems and "level 3" cars.
Despite the delayed public launch of Zoox's robotaxi in Las Vegas, the US robotaxi market primarily relies on Waymo and Zoox, with May Mobility focusing on shuttles with limited routes and stops.