---
title: "With the successful launch of Tesla's Robotaxi, which related players are worth paying attention to?"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/31015030.md"
description: "$Tesla(TSLA.US) rose more than 10% during the session. UBS believes Robotaxi will bring Tesla over $200 billion in annual revenue by 2040. Which players in the autonomous driving industry chain are worth paying attention to? Hotspot has compiled a list of relevant Hong Kong and US stocks as follows: 1. Component suppliers..."
datetime: "2025-06-23T15:01:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/31015030.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/31015030.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/31015030.md)
author: "[热点君](https://longbridge.com/en/profiles/1450684.md)"
---

# With the successful launch of Tesla's Robotaxi, which related players are worth paying attention to?

$Tesla(TSLA.US) surged over 10% during the session. UBS believes Robotaxi could bring Tesla over $200 billion in annual revenue by 2040. Which players in the autonomous driving industry chain are worth watching? Here’s a list of relevant Hong Kong and U.S. stocks compiled by Hotspot:

#### 1\. Component suppliers, providing core hardware and technology for autonomous driving:

-   NVIDIA ($NVIDIA(NVDA.US)): Leader in AI chips and autonomous driving computing platforms
-   Mobileye Global ($Mobileye Global(MBLY.US)): Vision perception and chip technology
-   Luminar Technologies ($Luminar Tech(LAZR.US)): High-performance LiDAR
-   Ouster ($Ouster(OUST.US)): LiDAR sensors
-   Innoviz Technologies ($Innoviz Tech(INVZ.US)): LiDAR solutions
-   Aeva Technologies ($Aeva Tech(AEVA.US)): 4D LiDAR technology
-   Hesai ($Hesai(HSAI.US)): Leading Chinese LiDAR company
-   Horizon Robotics-W ($HORIZONROBOT-W(09660.HK)): Autonomous driving chips and algorithms
-   Black Sesame Technologies ($BLACK SESAME(02533.HK)): AI chip supplier
-   RoboSense ($ROBOSENSE(02498.HK)): LiDAR and perception systems

#### 2\. Map and software suppliers, providing high-precision maps and autonomous driving software:

-   Aurora Innovation ($Aurora Innovation(AUR.US)): Autonomous driving software and map technology
-   LeddarTech ($LeddarTech(LDTC.US)): Environmental perception software solutions

#### 3\. Robotaxi developers, directly competing in the autonomous taxi service market:

-   Tesla ($Tesla(TSLA.US)): Core player in Robotaxi
-   Baidu ($Baidu(BIDU.US)): Apollo platform leads in the Chinese market
-   Alphabet-C ($Alphabet - C(GOOG.US)): Waymo is a global pioneer in Robotaxi
-   Amazon ($Amazon(AMZN.US)): Zoox advances autonomous taxis
-   Pony.ai ($Pony AI(PONY.US)): Chinese autonomous driving unicorn
-   WeRide ($WeRide(WRD.US)): Robotaxi service provider

#### 4\. Mobility service providers, ride-hailing platforms actively deploying autonomous driving:

-   Uber ($Uber Tech(UBER.US)): Exploring Robotaxi integration
-   Lyft Inc ($LYFT(LYFT.US)): Key player in the U.S. ride-hailing market
-   DiDi Global Inc ($DiDi(DIDIY.US)): Leading Chinese ride-hailing company

#### 5\. Smart car manufacturers, combining autonomous driving with new energy vehicles:

-   Tesla ($Tesla(TSLA.US)): Dual focus on autonomous driving and electric vehicles
-   BYD Company ($BYD COMPANY(01211.HK)): Smart driving and new energy vehicle strategy
-   Xiaomi Group-W ($XIAOMI-W(01810.HK)): Emerging smart EV player
-   Nio ($NIO Inc(NIO.US)): Premium EVs and autonomous driving technology
-   Li Auto ($Li Auto(LI.US)): Smart SUVs and assisted driving
-   XPeng ($XPeng(XPEV.US)): Leading autonomous driving technology

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## Comments (3)

- **xx是为了回本 · 2025-06-25T01:09:55.000Z**: Horse
- **pfzhan · 2025-06-24T17:58:01.000Z**: Firmly bullish on Tesla
- **淘气桃桃CiCi · 2025-06-23T16:54:12.000Z**: Not in the 5th, Seres...