ECARX vs Gatik: Autonomous vehicles & driving compared

November 2026 edition · assessment by Frontier Tech Intelligence

Gatik ranks 42 on the Robotics 100 with a score of 81; ECARX ranks 76 with 80. ECARX is ahead on deployment, production, commercials and leverage. Gatik is ahead on progress, positioning and firepower. Level on technology. ECARX is based in Shanghai, China, Gatik in Mountain View, United States. ECARX is named in 2 signals and Gatik in 248.

ECARX →

Shanghai, Shanghai, China · Robotics · Systems / Autonomous vehicles & driving · ecarxgroup.com

ECARX has an autonomous-vehicle business, including an agreement with May Mobility to deploy purpose-built robotaxis.

Robotics 100 · rank 76 · score 80

Scores, Robotics (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology8
Positioning6
Firepower6
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

ECARX builds the automotive computing layer, from system-on-chip heritage through central computing platforms to software and, on its roadmap, its own operating system. The portfolio spans the Antora family for intelligent cockpit, Qualcomm-based platforms across performance tiers, Skyland and NVIDIA-based platforms for intelligent driving, and Cloudpeak as the common software foundation. Around 12 million vehicles globally carry ECARX technology, supported by partnerships with 18 automakers and 28 brands, and the company delivered 550,000 units in Q2 2026 alone. The financial turn is the story: Q4 2025 revenue was a record USD 305 million with a second consecutive quarter of GAAP profitability, Q2 2026 revenue rose 45 percent to USD 225.2 million with gross margin nearly doubling from 10.8 to 19.8 percent, net loss narrowing to USD 12.0 million and a fourth consecutive quarter of positive adjusted EBITDA, against full-year 2026 guidance of USD 1.0 to 1.1 billion. Against that, Q1 2026 revenue fell 22 percent to USD 131.5 million, so the trajectory is not clean. ECARX is a Geely-anchored but increasingly external platform supplier moving into robotics-adjacent AI services; it sold its 13.5 percent residual Zenseact stake back to Volvo Cars on 2022-12-31.

Latest signals

  • Arm launched Arm Total Design for Physical AI with more than 80 ecosystem companies.Arm
  • May Mobility and Ecarx agreed to deploy thousands of purpose-built robotaxis.TechCrunch

2 signals name ECARX.

Facts, with sources

  • controlled by Ziyu Shen / Eric Li (Geely-anchored)Arm
  • Arm Total Design for Physical AI with more than 80 ecosystem companiesArm
  • units deliveredSEC Form 6-K via stocktitan.net

15 facts on file.

Gatik →

Mountain View, California, United States · Robotics · Systems / Autonomous vehicles & driving · gatik.ai

Gatik develops and deploys SAE Level 4 autonomous trucks for commercial freight routes. Its fully driverless vehicles operate customer-facing delivery services across North America.

Robotics 100 · rank 42 · score 81

Scores, Robotics (of 10)

Deployment9
Production6
Commercials6
Progress10
Technology8
Positioning8
Firepower8
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

Gatik is a US/Canada autonomous-trucking company operating ~100 driverless Isuzu box trucks (targeted by end-2026) on NVIDIA DRIVE Thor, describing itself as the first US company operating fully driverless trucks at scale commercially (85,000+ driverless deliveries, 99% on-time). It raised a $200M Series D in August 2026 (Qatar Investment Authority-led, ~$500M total) with customers Walmart, PepsiCo, Kroger, Tyson, and Loblaw, and holds $600M+ in contracted backlog. Current revenue is estimated at 10-100m (the backlog not yet recognized).

Latest signals

  • Isuzu is targeting annual production capacity of up to 50,000 autonomous trucks by 2030.ARK Invest
  • The first Level 4 Gatik vehicle with integrated controls and sensors is expected to roll off Isuzu’s line in the first half of 2028.ARK Invest
  • Gatik, Isuzu, and NVIDIA are preparing to mass-produce autonomous trucks at Isuzu’s South Carolina facility.ARK Invest

248 signals name Gatik.

Facts, with sources

  • Plans to expand driverless regional freight operations for retail, grocery and consumer packaged-goods supply chains using Series D fundingThe AI Insider
  • AI-based autonomous trucks operating on dynamic routes spanning highways and local roadsThe AI Insider
  • Expanded multi-year strategic partnership with PepsiCo for regional autonomous freight operationsThe Robot Report

380 facts on file.

More comparisons

Questions this page answers

ECARX or Gatik: which is ahead in robotics?

Gatik ranks 42 on the Robotics 100 with a score of 81; ECARX ranks 76 with 80. ECARX is ahead on deployment, production, commercials and leverage. Gatik is ahead on progress, positioning and firepower. Level on technology. ECARX is based in Shanghai, China, Gatik in Mountain View, United States. ECARX is named in 2 signals and Gatik in 248.

How do ECARX and Gatik compare?

Gatik ranks 42 on the Robotics 100 with a score of 81; ECARX ranks 76 with 80. ECARX is ahead on deployment, production, commercials and leverage. Gatik is ahead on progress, positioning and firepower. Level on technology. ECARX is based in Shanghai, China, Gatik in Mountain View, United States. ECARX is named in 2 signals and Gatik in 248. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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