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

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New for subscribers: Goldman Sachs picks three auto stocks ahead of a boom in self-driving tech. Check out CNBCPro today.

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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