Built the EV market from scratch. Sells more EVs than any other Western company and operates the largest charging network in the world. Also developing autonomous driving software (FSD) and humanoid robots (Optimus).
Makes electric trucks and delivery vans. Has a 100,000-van contract with Amazon. Backed by Amazon and Volkswagen. Targets commercial and adventure truck buyers that Tesla does not specifically serve.
Linked to Electric Vehicles and Battery Technology. Relies on NVIDIA and Qualcomm. Competes with Tesla and Li Auto.
Linked to Electric Vehicles. Customers include Ford, General Motors and Tesla. Competes with STMicroelectronics and NXP Semiconductors.
Linked to Automotive Chips. Customers include Apple, Ford and General Motors. Competes with NXP Semiconductors and Microchip Technology.
Linked to Automotive Chips and Electric Vehicles. Customers include Tesla, Ford and Apple. Competes with Texas Instruments and Microchip Technology.
Linked to Automotive Chips and Electric Vehicles. Customers include Apple, Ford and Tesla. Competes with Texas Instruments and NXP Semiconductors.
Linked to Hybrid Vehicles and Electric Vehicles. Relies on NXP Semiconductors, Texas Instruments and Panasonic. Competes with Ford and General Motors.
Linked to Electric Vehicles and Auto Industry Disruption. Relies on NXP Semiconductors, onsemi and Aptiv. Competes with Ford and General Motors.
Linked to Copper Demand (EVs) and Electric Vehicles. Customers include Tesla and Apple. Competes with Newmont and Southern Copper.
Linked to Autonomous Vehicles. Relies on Google (Maps) and Amazon. Competes with Uber.
Linked to Electric Vehicles and Luxury EVs. Relies on ON Semiconductor and NXP. Competes with Tesla and Rivian.
Linked to Autonomous Driving and Automotive Chips. Customers include GM, Aptiv and BMW. Competes with NVIDIA and Qualcomm.
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