Tesla vs ZTE

Tesla's primary segment is Custom Silicon Designers; ZTE's is Networking & Systems. Tesla is larger by market cap ($1.41T vs $23.1B). Tesla reports higher tracked revenue ($94.8B vs $20.0B).

Shared segment: Design (Fabless).

Side-by-side

TeslaZTE
Market cap$1.41T$23.1B
Revenue$94.8B (FY2025)$20.0B (FY2025)
Primary segmentCustom Silicon DesignersNetworking & Systems
Market positionnichemajor
CountryUnited StatesChina
Tracked suppliers187
Tracked customers00
Chokepoint / criticality0/1000/100

Market caps/revenue from the wafergraph dataset · data as of 2026-09-16. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How Tesla and ZTE compare

  • Size: Tesla is the larger company by market cap.
  • Revenue: Tesla reports higher tracked revenue.
  • Supply-chain criticality: Both companies have the same chokepoint score (0/100).
  • Footprint: Tesla (United States) vs ZTE (China).

Company hubs

Tesla · ZTE · Design (Fabless) segment

Open the interactive comparison tool →

Cite as: wafergraph, “Tesla vs ZTE”, https://wafergraph.com/compare/tesla-vs-zte (data as of 2026-09-16).