Harman's (HAR) $8 billion sale to Samsung demonstrates that companies with exposure to the connected car market continue to be targets. The deal comes weeks after Qualcomm's (QCOM) blockbuster $47 billion purchase of NXP Semiconductor (NXPI) , a leader in the market for connected car chips.

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Harman has built and bought a portfolio of technology ranging from the infotainment systems that developed from its car audio packages, to cyber security, systems for wireless software updates and assisted driving. 

While not a perfect match, Visteon (VC) develops an array of instrument clusters, displays, infotainment systems and telematics services that may be the nearest comparison to Harman's offering, RBC analyst Joseph Spak suggested in a note following the sale of Harman. Shares of Visteon are up more than 10% to about $77 from their close before the Harman deal. The company did not respond to a query about whether it would participate in consolidation.

Also like Harman, Mobileye (MBLY) develops advanced driver assistance systems.  The Israeli company develops machine learning and other systems for smart and autonomous cars, and has partnerships with BMW, Delphi (DLPH) and others. Mobileye is up about 2% to nearly $40 from the close before the Harman deal.

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