Update
23 Oct 2024
Tesla: We, Robot Cybercab Reveal
On 10th October 2024, Tesla held an event in Los Angeles where it announced its new Cybercab, Unsupervised Full-Self Driving, and Optimus. This profile update covers the highlights of the Cybercab and gives IDTechEx's opinion on the vehicle and Tesla's plans.
Background
14 Oct 2024
Tesla: We, Robot Optimus Reveal
In October 2024, Tesla hosted a 'We, Robot' Event on its humanoid robots. IDTechEx summarized the key takeaways of this event.
Full profile interview: Competitors
24 Jul 2024
Ambarella
Tesla's large market share in the car market and its in-house design of its ADAS SoC (fabricated by Samsung as well) make it a dominant player in ADAS SoCs.
Full profile interview: Key customers
13 Nov 2023
GSAS: Golden State Assembly Services
GSAS has previously worked with Tesla on the early stages of the Model 3.
Full profile interview: Competitors
26 Sep 2023
Black Sesame
Tesla's Full Self-Driving (FSD) chip, formerly known as Autopilot Hardware 3.0, is an AI chip used for autonomous vehicles, designed by Tesla and introduced in early 2019 for Tesla cars.
Full profile interview: Competitors
3 May 2023
Tritium: DC Fast Charging (2023)
Global DC fast charging market leader
Full profile interview: Competitors
12 Apr 2023
BYD Auto
Next largest EV automaker. It accounts for 65% of total EV sales in the United States in 2022 and approximately 12% worldwide. Tesla has made a strong presence in China in 2021 and 2022.
Full profile interview: Competitors
31 Mar 2023
Nissan
Global BEV market leader, recently overtaking Nissan in Europe.
Full profile interview: Competitors
14 Mar 2023
Ford Motor Company (2023)
Largest EV maker in the US by both production and sales volume. Remains on top by a far margin, accounting for 65% of total EV sales in the United States in 2022.
Full profile interview: Key customers
2 Feb 2023
Plastic Omnium: Automotive Radar Built Into the Bumper
Model 3: front and rear bumpers (China);
Model Y: front and rear bumpers (China) and front-end modules (North America and China)
Full profile interview: Competitors
20 Sep 2022
Aiways: EV Passenger Car Start-up
American multinational electric vehicle OEM and clean energy company.
Full profile interview: Competitors
16 May 2022
Lion Electric: Electric Buses and Trucks
Tesla will eventually enter the Class 8 truck market with their long delayed Tesla Semi.
10 May 2022
Vale Confirms Supply Deal with Tesla for Low-Carbon Nickel
Vale has signed a long-term contract with Tesla Inc to supply Class 1 nickel in the United States from its operations in Canada. This agreement is in line with Vale's strategy to increase exposure to the electric vehicle industry.
Background: Competitors
26 Apr 2022
Fisker
Established EV startup and current EV market leader.
Update: Competitors
28 Mar 2022
Stellantis - Electrification and Autonomy Overview
Telsa are the market leader in electric vehicles while also being at the front of the pack when it comes to automation and ADAS technologies. Tesla do not have the vehicle portfolio breadth of Stellantis, but are a relatively new company with a growing diversity of vehicle offerings.
Full profile interview: Competitors
9 Feb 2022
Rivian: Electric Passenger Trucks
Tesla is planning to release its own electric pickup dubbed the Cyber Truck, but this is unlikely to appear before 2023.
Full profile interview: Competitors
10 Jan 2022
Ford: Advanced Driver Assistance Systems (ADAS) and BlueCruise
Tesla vehicles are generally more expensive, with a more expensive full-self-driving add on, but have wider capabilities than BlueCruise.
2 Nov 2021
Tesla Suspercharger Access for Third Party Brands Pilot Project
Tesla has begun to test operations for third-party brands at 10 Supercharger locations in the Netherlands.