Ocean and air freight real prices are the cheapest they have ever been.
That doesn't necessarily trickle down to consumers though. As mentioned, it certainly doesn't in the case of UPS/Fedex. The high level question is what happens with the cost savings driverless trucking brings? Does it turn into profit or reduced pricing to consumers?
what about their other costs?
UPS and Fedex raise their rates every year in January with a figure that far exceeds inflation or other indexed costs.