{"title":"Gatik vs Tonly Heavy Industries: Autonomous vehicles & driving compared","url":"https://www.frontiertechintelligence.com/compare/gatik-vs-tonly-heavy-industries","comparison":"Gatik ranks 42 on the Robotics 100 with a score of 81; Tonly Heavy Industries ranks 61 with 81. Gatik is ahead on progress and technology. Tonly Heavy Industries is ahead on deployment, production and commercials. Level on positioning, firepower and leverage. Gatik is based in Mountain View, United States, Tonly Heavy Industries in Xianyang, China. Gatik is named in 248 signals and Tonly Heavy Industries in 0.","companies":[{"name":"Gatik","url":"https://www.frontiertechintelligence.com/companies/gatik","city":"Mountain View","country":"United States","stage":null,"founded":null,"last_round":null,"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).","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":42,"score":81,"tier":"member","scores":{"gate_ne":["technology","firepower"],"leverage":8,"position":8,"progress":10,"firepower":8,"commercial":6,"deployment":9,"production":6,"technology":8},"why":"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.","segment":"Autonomous vehicles & driving","layer":"Systems"},"signals_total":248,"facts_total":380},{"name":"Tonly Heavy Industries","url":"https://www.frontiertechintelligence.com/companies/tonly-heavy-industries","city":"Xianyang","country":"China","stage":null,"founded":null,"last_round":null,"positioning":"Tonly invented and leads the Chinese wide-body off-road mining truck category and has become the volume channel through which autonomy reaches Chinese mines. Its own autonomy is largely supplied by partner EACON, an OEM-agnostic autonomous haulage provider, with Tonly contributing the vehicle, the new-energy powertrain and battery-swap capability; the two jointly released the EQ100E, a distributed-drive, cabless, all-battery-electric autonomous mining truck, in October 2025. The deployment record is the strongest in this batch: at CHN Energy Xinjiang Hongshaquan No.2 open-pit coal mine a fleet of 58 autonomous trucks operates with 52 running pure-electric, having logged over 500,000 kilometres of incident-free operation at a mine producing 20 million tonnes annually. Fleets also run at TBEA, Guanghui Energy and Xinjiang Yihua. Internationally it delivered 62 TLH135 hybrids to Shougang Marcona in Peru and 50 DTE145 battery trucks to Zijin La Arena. FY2025 revenue was RMB 6,389 million, up 3.98 percent, with net profit RMB 839 million, 23.0 percent gross margin and 23.3 percent ROE. The 2026 story is internationalisation and a large domestic order: H1 2026 overseas revenue rose 45.15 percent to RMB 714 million at 20.11 percent of revenue, and on 2026-07-16 Tonly signed a framework with contractor Xinjiang Hanxiang for 800 autonomous mining trucks.","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":61,"score":81,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":8,"position":8,"progress":8,"firepower":8,"commercial":8,"deployment":10,"production":10,"technology":6},"why":"Tonly builds autonomous mining trucks, including pure-electric models, deployed at open-pit coal and metal mines.","segment":"Autonomous vehicles & driving","layer":"Systems"},"signals_total":0,"facts_total":28}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}