Automotive Engineering - February 2024 - 23

SENSOR TECHNOLOGY FEATURE
Kognic co-founder and CEO expects robotaxi
specialist Waymo to expand operations.
Who are your customers?
Langkilde: Full-line customers we can publicly talk about: we are the
global software platform of choice for Bosch, which obviously is a major
tier one in the automotive community. So all of the [SAE] L2, L3
and L4 systems development that Bosch is engaged in is based on our
dataset-management platform. Another example is Qualcomm, which
actually has become a rather aggressive player in the ADAS game.
In the background of our Bosch deal [are OEMs such as] Ford and
Volkswagen, who are major customers of the Bosch-developed perception
systems. With Qualcomm, it's BMW. With Volvo cars, we are a
direct supplier or vendor or partner or whatever they prefer we call it.
We also have Continental and Kodiak. So we work with a mixture - it
can either be an OEM, a tier one, or a sensor maker or an L4 player.
Where do you see the larger picture of AV development in 36
months? Is it going to be in a better place?
Langkilde: If we talk about the automation of driving as a whole - as
opposed to only robotaxis - starting from the top, Waymo will carry
on Waymo-ing and they will be just fine. They will gradually increase
their operational design domain, including [Los Angeles] and maybe a
few more cities. The challenge Waymo has is lowering the cost of expanding
the operational design domain to a point where it's actually
profitable to drive someplace. Right now, it's massively unprofitable.
Then there's Aurora and Kodiak. I think both will successfully do
[commercial] deliveries in the next 36 months. Cruise, I think, will
Kognic co-founder and CEO Daniel Langkilde.
survive because they are dependent, so they can't
fold. They are betting it will improve GM's access to
great ADAS, which it's probably doing.
I think Ford is going to emerge as a much stronger
ADAS player than previously - because of its Latitude
organization and the bet they are making to vertically
integrate a lot of things. I also believe Mercedes is doing
really well.
When it comes to consumer experience, I think, first
of all, penetration of L2 ADAS is like 4.5% on new-vehicle
sales. So for the most part, the industry will just
increase penetration and hope the take rate is enough
to fund further development.
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AUTOMOTIVE ENGINEERING
February 2024 23
FROM LEFT: WAYMO; KOGNIC
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Automotive Engineering - February 2024

Table of Contents for the Digital Edition of Automotive Engineering - February 2024
