Intensifying demand for solutions that will make autonomous vehicles a reality has put suppliers such as ZF Friedrichshafen in an awkward position. Instead of following the traditional auto business model of just providing components for future self-driving cars, suppliers are either building their own autonomous vehicles or providing the bulk of the components for self-driving solutions.
https://europe.autonews.com/suppliers/why-autonomous-cars-put-suppliers-awkward-position