ICYMI: With a nationwide shortage of truck drivers, self-driving truck companies have a golden opportunity. But their robot drivers are not yet ready and neither are their biggest potential customers
But logistics giants also say they are still in the early stages of exploring the technology and are waiting to see which startups have the team, capital and network to survive and prove self-driving to be feasible on a large scale.While much attention has been focused on self-driving taxis, industry experts increasingly bet on driverless trucks to be the first autonomous vehicles to generate meaningful revenue due to the less complex driving environment in which they operate.
Human drivers will prefer to spend more time on shorter, complex routes near their homes - routes that are still too difficult for self-driving technology. DHL Supply Chain, which operates some 1,500 trucks and manages around $3 billion of annual North American freight spend, has so far partnered with TuSimple and Embark and put in reservations for future trucks with both companies. Those orders are slated to be fulfilled in 2024.A Navistar International autonomous-capable truck model sits in the warehouse at TuSimple in Tucson, Arizona U.S., February 24, 2022.
Drivers account for more than 40% of per-mile costs, according to data by the American Transportation Research Institute.Autonomous driving could halve driver costs, with the companies planning to charge between 35 and 45 cents in per-mile subscription fees, according to two industry experts. Ryder, which operates nearly 240,000 trucks and around 800 U.S. maintenance locations, has partnered with TuSimple, Waymo and Embark to explore how self-driving trucks would fit into its network.
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