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(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