Goldman Sachs picks three auto stocks ahead of a boom in self-driving tech

Analysts at the investment bank said the gap is widening between automakers innovating in these areas, and those lagging behind.is set to release its first full self-driving technology this summer.

"The market is very interested in the progress of Tesla's FSD technology that is set for release this summer," the Goldman analysts wrote in a note Saturday, with all eyes on the level of autonomy it achieves. The analysts' auto picks — all Japanese firms — have a potential upside to their share prices of at least 27%, and are moving closer to launching new technology.

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