Not sure which IHS article OP is referring to, but BCG did an analysis as well: https://www.bcgperspectives.com/content/articles/automotive-consumer-insight-rev

Not sure which IHS article OP is referring to, but BCG did an analysis as well: https://www.bcgperspectives.com/content/articles/automotive-consumer-insight-revolution-drivers-seat-road-autonomous-vehicles/ https://www.bcgperspectives.com/content/articles/automotive-... Relevant section is "The Price Tag". Here's a helpful image from the paper as well: https://www.bcgperspectives.com/Images/Revolution_Drivers_Seat_ex06_large_tcm80-185056.png https://www.bcgperspectives.com/Images/Revolution_Drivers_Se... The biggest cost driver is the LIDAR, which is anticipated to cost Google $8k per car next year when they move to a cheaper system.