Automotive & Mobility

Company	Region	Sector	AI layer	Listing	Revenue	Index rank
Ibiden イビデン Ibiden manufactures high-performance IC package substrates that connect advanced AI accelerators, server processors, and data-center switching chips to system boards.	Japan	Electronic Components	Silicon & Foundry, AI Server Hardware	TSE: 4062 (Prime Market)	Japanese yen 416.201 billion	#21
Baidu 百度 Supplies a vertically integrated Chinese-language AI stack, combining foundation models, cloud infrastructure, proprietary accelerators, and autonomous driving to capture domestic enterprise and consumer AI demand.	China	Internet Platforms & Cloud	Cloud & AI Platforms, Model Developers, Edge AI & Devices	NASDAQ: BIDU (ADS)	US$18.5B	#25
BYD 比亚迪 A vertically integrated Chinese manufacturing group that produces electric vehicles, batteries, and electronics, bringing AI to the edge through high-volume intelligent-driving systems.	China	Automotive & Mobility	Edge AI & Devices, Power & Infrastructure	SZSE: 002594	RMB803.965 billion	#37
Horizon Robotics 地平线 Supplies automotive edge-AI computing hardware and software that enable passenger-vehicle makers to deploy assisted and automated driving systems.	China	Chip Design	Silicon & Foundry, Edge AI & Devices, Model Developers	HKEX: 9660 (Class B ordinary shares)	RMB 3.758 billion	#42
Inovance 汇川技术 Developing and manufacturing industrial automation controls, motion-control components, industrial robotics, and energy-storage systems, this company enables automated factories and power infrastructure for AI-intensive computing loads.	China	Industrial Automation & Robotics	Edge AI & Devices, Power & Infrastructure, Enterprise Applications	SZSE: 300124 (ChiNext)	RMB45.105 billion	#53
Xiaomi 小米 Supplies AI-enabled smartphones, connected-home devices, and electric vehicles through a massive consumer ecosystem, serving as a major deployment endpoint for edge AI models.	China	Consumer Devices & IoT	Edge AI & Devices, Cloud & AI Platforms, Silicon & Foundry	HKEX: 1810 (Hong Kong dollar trading counter)	RMB457.3 billion	#68
Hyundai Mobis 현대모비스 An automotive-component supplier within Hyundai Motor Group, integrating sensors, control units, and software to enable edge AI functions like ADAS and software-defined vehicles.	South Korea	Automotive & Mobility	Edge AI & Devices, Power & Infrastructure	KRX: 012330 (Ordinary shares)	Korean won 61.118 trillion	#82
XPeng 小鹏汽车 A Chinese smart electric-vehicle manufacturer integrating physical AI at the edge through automated-driving software, proprietary vehicle compute, and embodied-AI systems for robotaxis and humanoid robotics.	China	Automotive & Mobility	Edge AI & Devices, Model Developers	NYSE: XPEV (ADR)	US$11B	#90
DENSO デンソー A leading Japanese automotive technology supplier developing the sensors, power semiconductors, and electronic control units that enable vehicle electrification, advanced driver assistance, and edge AI.	Japan	Automotive & Mobility	Edge AI & Devices, Silicon & Foundry	TSE: 6902 (Prime Market)	US$47.2B	#100
Hyundai AutoEver 현대오토에버 A mobility-software and enterprise-IT affiliate of Hyundai Motor Group, providing software-defined-vehicle platforms, digital maps, and smart-factory systems.	South Korea	IT Services & Security	Enterprise Applications, Edge AI & Devices	KRX: 307950 (KOSPI)	US$3.1B	#102
Li Auto 理想 A Chinese smart-electric-vehicle manufacturer integrating proprietary driving models, in-house automotive compute, and vehicle software to deliver embodied AI to consumers.	China	Automotive & Mobility	Edge AI & Devices, Model Developers	NASDAQ: LI (ADR)	US$16.1B	#112
NIO 蔚来 A Chinese smart electric-vehicle maker that develops in-house autonomous-driving silicon, vehicle AI software, and a proprietary battery-swapping network.	China	Automotive & Mobility	Edge AI & Devices, Power & Infrastructure	NYSE: NIO (ADS)	US$12.5B	#113
Toyota トヨタ Japan's largest automotive manufacturer, integrating artificial intelligence into software-defined vehicles, automated driving systems, manufacturing robotics, and enterprise operations without supplying core AI compute hardware.	Japan	Automotive & Mobility	Edge AI & Devices, Enterprise Applications	TSE: 7203	50.685 trillion yen	#122
Shuanghuan Driveline 双环传动 A Chinese manufacturer of precision mechanical transmission components, supplying gears for electric vehicles and reducers for industrial and humanoid robots.	China	Automotive & Mobility	Edge AI & Devices	SZSE: 002472 (A shares)	RMB9.112 billion	#133

Revenue is the latest full fiscal year in each profile. Companies without a US-dollar figure show their reporting currency and sort last.

Bold: the company's main layer. Regular: a layer it also works in.

Silicon & Foundry

Chip design, manufacturing, memory, and packaging

• Ibiden Japan
• Horizon Robotics China
• Xiaomi China
• DENSO Japan

AI Server Hardware

Servers, boards, components, cooling, and racks

• Ibiden Japan

Power & Infrastructure

Energy, batteries, networks, and data-center facilities

• BYD China
• Inovance China
• Hyundai Mobis South Korea
• NIO China

Cloud & AI Platforms

Compute capacity and platforms that host AI workloads

• Baidu China
• Xiaomi China

Model Developers

Companies that train foundation or domain models

• Baidu China
• Horizon Robotics China
• XPeng China
• Li Auto China

Enterprise Applications

Software and services that put AI to work in businesses

• Inovance China
• Hyundai AutoEver South Korea
• Toyota Japan

Edge AI & Devices

Phones, vehicles, robots, and devices running AI locally

• Baidu China
• BYD China
• Horizon Robotics China
• Inovance China
• Xiaomi China
• Hyundai Mobis South Korea
• XPeng China
• DENSO Japan
• Hyundai AutoEver South Korea
• Li Auto China
• NIO China
• Toyota Japan
• Shuanghuan Driveline China

Bold names have this as their primary layer. Many companies span more than one.