Tonly Heavy Industries vs Waymo: Autonomous vehicles & driving compared

November 2026 edition · assessment by Frontier Tech Intelligence

Waymo ranks 7 on the Robotics 100 with a score of 94; Tonly Heavy Industries ranks 61 with 81. Tonly Heavy Industries is ahead on production and commercials. Waymo is ahead on progress, technology, positioning and firepower. Level on deployment and leverage. Tonly Heavy Industries is based in Xianyang, China, Waymo in Mountain View, United States. Waymo: Private, founded 2016. Tonly Heavy Industries is named in 0 signals and Waymo in 331.

Tonly Heavy Industries →

Xianyang, Shaanxi, China · Robotics · Systems / Autonomous vehicles & driving · tonlyglobal.com

Tonly builds autonomous mining trucks, including pure-electric models, deployed at open-pit coal and metal mines.

Robotics 100 · rank 61 · score 81

Scores, Robotics (of 10)

Deployment10
Production10
Commercials8
Progress8
Technology6
Positioning8
Firepower8
Leverage8

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

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.

Facts, with sources

  • controlled_by: public float (chair Fan Bin)tonlyglobal.com
  • 135-tonne mining excavator and DTE145 pure-electric trucktonlyglobal.com
  • DTE145 pure-electric trucktonlyglobal.com

28 facts on file.

Waymo →

Mountain View, California, United States · Robotics · Systems / Autonomous vehicles & driving · Private · founded 2016 · waymo.com

Waymo develops and operates autonomous robotaxis, including its own self-driving system and commercial fleets serving riders across multiple cities.

Robotics 100 · rank 7 · score 94AI Core · discarded · score 70

Scores, Robotics (of 10)

Deployment10
Production8
Commercials6
Progress10
Technology10
Positioning10
Firepower10
Leverage8

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

Positioning

Waymo (Alphabet) is the US robotaxi leader with a fleet of ~3,000-4,000 vehicles over 1,400+ sq mi, running 500,000+ paid rides a week by March 2026 (10x in two years, across 11 cities) and 20M+ lifetime trips, targeting 1M rides a week by year-end. It raised $16B at a $126B valuation in February 2026, is expanding to London and Tokyo in 2026, and claims 90% fewer serious crashes. Revenue is undisclosed (estimated ~$500M annualized at ~$20 a ride).

Latest signals

  • Toyota will produce bZ4X-based robotaxi vehicles for WaymoNikkei xTech
  • Teamsters Local 25 rallied in Cambridge, Massachusetts, to keep Waymo and driverless taxis out of the city.Peter H. Diamandis
  • Waymo opened a large repair and maintenance facility north of Boston.Peter H. Diamandis

331 signals name Waymo.

Facts, with sources

  • Will launch paid autonomous taxi service in Singapore in 2028rsshub.bkraju.com — 2026-09-18
  • Restarted robotaxi service in San Antonio after a five-month suspension due to floodingwww.nextplatform.com — 2026-09-17
  • Robotaxi service was suspended for five months due to flooding before restarting in San Antoniowww.nextplatform.com — 2026-09-17

148 facts on file.

More comparisons

Questions this page answers

Tonly Heavy Industries or Waymo: which is ahead in robotics?

Waymo ranks 7 on the Robotics 100 with a score of 94; Tonly Heavy Industries ranks 61 with 81. Tonly Heavy Industries is ahead on production and commercials. Waymo is ahead on progress, technology, positioning and firepower. Level on deployment and leverage. Tonly Heavy Industries is based in Xianyang, China, Waymo in Mountain View, United States. Waymo: Private, founded 2016. Tonly Heavy Industries is named in 0 signals and Waymo in 331.

How do Tonly Heavy Industries and Waymo compare?

Waymo ranks 7 on the Robotics 100 with a score of 94; Tonly Heavy Industries ranks 61 with 81. Tonly Heavy Industries is ahead on production and commercials. Waymo is ahead on progress, technology, positioning and firepower. Level on deployment and leverage. Tonly Heavy Industries is based in Xianyang, China, Waymo in Mountain View, United States. Waymo: Private, founded 2016. Tonly Heavy Industries is named in 0 signals and Waymo in 331. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

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