自动驾驶正从感知转向认知，需构建可解释的推理核心应对复杂场景挑战。

The development of high-level autonomous driving (AD) is shifting from perception-centric limitations to a more fundamental bottleneck, namely, a deficit in robust and generalizable reasoning. Although current AD systems manage structured environments, they consistently falter in long-tail scenarios and complex social interactions that require human-like judgment. Meanwhile, the advent of large language and multimodal models (LLMs and MLLMs) presents a transformative opportunity to integrate a powerful cognitive engine into AD systems, moving beyond pattern matching toward genuine comprehension. However, a systematic framework to guide this integration is critically lacking. To bridge this gap, we provide a comprehensive review of this emerging field and argue that reasoning should be elevated from a modular component to the system's cognitive core. Specifically, we first propose a novel Cognitive Hierarchy to decompose the monolithic driving task according to its cognitive and interactive complexity. Building on this, we further derive and systematize seven core reasoning challenges, such as the responsiveness-reasoning trade-off and social-game reasoning. Furthermore, we conduct a dual-perspective review of the state-of-the-art, analyzing both system-centric approaches to architecting intelligent agents and evaluation-centric practices for their validation. Our analysis reveals a clear trend toward holistic and interpretable "glass-box" agents. In conclusion, we identify a fundamental and unresolved tension between the high-latency, deliberative nature of LLM-based reasoning and the millisecond-scale, safety-critical demands of vehicle control. For future work, a primary objective is to bridge the symbolic-to-physical gap by developing verifiable neuro-symbolic architectures, robust reasoning under uncertainty, and scalable models for implicit social negotiation.