Here is a ranked list of
publicly traded companies supplying either
Waymo or
Tesla with technology, software, or components for their self-driving efforts. The ranking is based on
influence and technological impact in the self-driving space.
Most Influential Public Companies Supplying Waymo & Tesla:
- NVIDIA (NVDA) – Provides AI computing platforms critical for autonomous driving.
- Intel (INTC) – Owns Mobileye, a leader in vision-based autonomous driving tech.
- Samsung Electronics (SSNLF, KRX: 005930) – Supplies Tesla’s Hardware 4 (HW4) self-driving chips.
- Magna International (MGA) – Supplies vehicle systems and components for self-driving.
- Panasonic (PCRFY, TYO: 6752) – Tesla’s primary battery supplier, key for EV autonomy.
- Bosch (Privately Held, but key supplier, included for reference) – Provides key sensors for autonomous driving.
- Continental AG (CTTAY, ETR: CON) – Develops electronic systems and sensors used in AVs.
- Aptiv (APTV) – Leader in autonomous driving safety and sensor tech.
- Luminar Technologies (LAZR) – Lidar sensor supplier, vital for perception in AVs.
- Zeekr (Geely's Subsidiary, HK: 0175 via parent company Geely Auto) – Partnered with Waymo for robotaxi production.
These publicly traded companies are among the most influential in advancing Tesla's and Waymo’s self-driving technology. Would you like a deeper look into any of these?
---------------------------------------------------------------------------------------------------------
Several of the previously mentioned publicly traded companies supply not only Waymo and Tesla but also other players in the autonomous vehicle (AV) and robotaxi market, including Zoox (an Amazon subsidiary) and others. Here's an overview:
1. NVIDIA (NVDA):
- Mobileye: In November 2021, NVIDIA partnered with Luminar Technologies to enhance lidar capabilities for autonomous vehicles.
2. Intel (INTC):
- Mobileye: An Intel subsidiary, Mobileye has collaborated with various automakers, including BMW, Nissan, and Volkswagen, to integrate its autonomous driving technologies. en.wikipedia.org+1en.wikipedia.org+1
3. Luminar Technologies (LAZR):
4. Aurora Innovation (AUR):
5. Hyundai Motor Company (HYMTF):
- Avride: In March 2025, Hyundai partnered with self-driving technology startup Avride to expand its robotaxi fleet, deploying 100 Hyundai Ioniq 5 vehicles equipped with Avride's autonomous technology. en.wikipedia.org+2theverge.com+2reuters.com+2
6. Magna International (MGA):
- General Motors (GM): Magna has been involved in developing technologies pertinent to autonomous driving and has collaborated with companies like GM on self-driving initiatives.
7. Bosch:
- Daimler (Mercedes-Benz): Bosch has partnered with Daimler to develop autonomous driving systems, particularly for urban environments.
8. Continental AG (CTTAY):
- Various Automakers: Continental supplies sensors and control units essential for autonomous driving functionalities to multiple automakers.en.wikipedia.org
9. Aptiv (APTV):
10. Mobileye (MBLY):
- Lyft: Mobileye has partnered with Lyft to integrate its self-driving technology into Lyft's ride-hailing platform, aiming to deploy robotaxis by 2026.
These collaborations highlight the interconnected ecosystem of suppliers and manufacturers working together to advance autonomous driving technologies across various platforms and services.
----------------------------------------------------------------------------------------------------------------
Trump Tariffs impact on supply chains for AVs
The recent imposition of new U.S. tariffs on imports from Mexico, Canada, and China is poised to significantly impact companies supplying components and technology to autonomous vehicle (AV) manufacturers like Waymo, Tesla, and Zoox. Here's an analysis of the potential effects on these suppliers:
1. Increased Operational Costs:
-
NVIDIA (NVDA): As a supplier of advanced computing platforms for AVs, NVIDIA relies on a global supply chain. Tariffs on Chinese imports, including electronic components, could escalate production costs, potentially leading to higher prices for their products.
-
Intel (INTC): Through its subsidiary Mobileye, Intel provides vision-based systems for autonomous driving. Tariffs affecting semiconductor components from China may increase manufacturing expenses, influencing the pricing of their technologies.
-
Samsung Electronics (SSNLF): Supplying processors for Tesla's self-driving systems, Samsung's production costs could rise due to tariffs on Chinese electronic parts, potentially affecting their profit margins.
2. Disruption of Supply Chains:
-
Magna International (MGA): As a global automotive supplier, Magna's operations span multiple countries. Tariffs on imports from Mexico and Canada could disrupt their supply chains, leading to delays and increased costs in delivering components to AV manufacturers.
-
Panasonic (PCRFY): Partnering with Tesla for battery production, Panasonic's supply chain might be affected by tariffs on raw materials or components sourced from China, potentially increasing production costs.
3. Strategic Reassessment:
-
Bosch: Providing sensors and components for autonomous vehicles, Bosch may need to reassess its sourcing and manufacturing strategies to mitigate the impact of tariffs, possibly leading to increased operational costs.
-
Continental AG (CTTAY): As a supplier of electronic systems and sensors, Continental might face higher costs due to tariffs on Chinese imports, prompting a reevaluation of their supply chain strategies.
4. Market Competitiveness:
-
Aptiv (APTV): Specializing in autonomous driving technologies, Aptiv could experience increased costs due to tariffs on electronic components from China, potentially affecting their competitiveness in the AV market.
-
Luminar Technologies (LAZR): Supplying lidar sensors essential for AVs, Luminar might face higher production costs if components are sourced from tariff-affected regions, influencing their pricing strategies.
5. Regulatory and Compliance Challenges:
- Zeekr (via Geely Auto, HK: 0175): Partnering with Waymo for robotaxi production, Zeekr could encounter increased costs due to tariffs on Chinese-made vehicles and components, potentially affecting their collaboration dynamics.en.wikipedia.org
The new U.S. tariffs are likely to increase operational costs, disrupt supply chains, and necessitate strategic adjustments for these suppliers. These changes could lead to higher prices for AV manufacturers and, ultimately, consumers. Companies may need to explore alternative sourcing options, renegotiate supplier contracts, or absorb additional costs to maintain their market positions.
-------------------------------------------------------------------------------------------------------------
Bottom Line for Investors in These Companies:
The new U.S. tariffs will create short-term headwinds for companies supplying technology and components to Waymo, Tesla, Zoox, and other AV makers. However, the long-term growth potential of autonomous driving and electric vehicles (EVs) remains intact. Here’s a breakdown of the key investment takeaways:
1. Companies Likely to Feel the Most Pressure (Short-Term Risks)
- Luminar Technologies (LAZR) → Heavy reliance on Chinese-manufactured lidar components could raise costs.
- Zeekr (via Geely Auto, HK: 0175) → Tariffs on China-made vehicles/components may impact partnerships like Waymo’s robotaxis.
- Magna International (MGA) & Panasonic (PCRFY) → Cross-border tariffs on vehicle components from Mexico/Canada may increase supply chain costs.
📉 Investor Outlook: These stocks could see short-term volatility as they navigate higher costs and supply chain disruptions.
2. Companies That Will Need to Adapt (Neutral to Slightly Negative)
- Intel (INTC) & NVIDIA (NVDA) → If China retaliates, semiconductor supply chains may be affected.
- Bosch & Continental AG (CTTAY) → Higher tariffs could make AV components pricier, impacting profit margins.
- Aptiv (APTV) → Autonomous vehicle technology may become more expensive to produce.
📊 Investor Outlook: These companies have strong global supply chains and could offset costs over time. Look for dips to buy long-term.
3. Companies That Could Benefit (Long-Term Winners)
- Samsung (SSNLF) & NVIDIA (NVDA) → If U.S. companies shift away from Chinese suppliers, these firms could gain more business.
- Mobileye (Owned by Intel - INTC) → U.S. automakers may look for domestic AV technology, favoring Mobileye over Chinese alternatives.
- Aptiv (APTV) → If the U.S. increases domestic EV/AV production, Aptiv could gain new contracts.
🚀 Investor Outlook: These companies could emerge stronger as the U.S. onshores more production.
Final Verdict for Investors
✅ Long-Term Investors: Buy on dips for NVIDIA (NVDA), Intel (INTC), Samsung (SSNLF), and Mobileye (via INTC)—these are essential for AV and AI growth.
⚠️ Short-Term Traders: Expect volatility in Luminar (LAZR), Magna (MGA), and Geely (0175) due to direct tariff impacts.
🏆 Winners: Companies that shift supply chains away from China or dominate U.S. AV tech (Mobileye, NVIDIA, Aptiv) stand to benefit in the long run.
(Prepared with ChatGPT 4o)
