{"title":"Tonly Heavy Industries vs Waymo: Autonomous vehicles & driving compared","url":"https://www.frontiertechintelligence.com/compare/tonly-heavy-industries-vs-waymo","comparison":"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.","companies":[{"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},{"name":"Waymo","url":"https://www.frontiertechintelligence.com/companies/waymo","city":"Mountain View","country":"United States","stage":"Private","founded":2016,"last_round":null,"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).","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":7,"score":94,"tier":"member","scores":{"leverage":8,"position":10,"progress":10,"firepower":10,"commercial":6,"deployment":10,"production":8,"technology":10},"why":"Waymo develops and operates autonomous robotaxis, including its own self-driving system and commercial fleets serving riders across multiple cities.","segment":"Autonomous vehicles & driving","layer":"Systems"},"signals_total":331,"facts_total":148}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}