Perhaps I'm getting jaded (or wiser) in my old age, but anytime I see "mandate", I just picture congress people shoveling truck loads of money into a company's stock. So if this is mandated, what stock should I buy? (I'm serious).
Mandated safety features wouldn't increase stock price of any of the auto manufacturers. You might be able to expose yourself to the increase in price if you can isolate the manufacturer(s) of the technology involved itself. You're still highly unlikely to capture any alpha if the various car companies diversify which chips/camera's they are using.