Full profile interview: Competitors
12 Jan 2026

Sakuu
Market leader in production of DBEs, using the PTFE fibrillation method.
Background: Key Customers
16 Jul 2025

Plasmatreat
Tesla was the first battery manufacturer to collaborate with Plasmatreat, beginning in 2008.
Background: Competitors
1 May 2025

Slate Auto
Tesla's Cybertruck, with its distinctive design, appeals to tech-savvy consumers willing to invest in a high-end electric pickup, differing significantly from Slate's affordable and minimalist approach. Sales for the Cybertruck have been lower than Tesla's projections.
Full profile interview: Competitors
17 Apr 2025

Sanctuary AI
Tesla also manufactures its own humanoid robot, Optimus. However, as Tesla's Optimus is primarily used for its own factories initially, IDTechEx believes that there is limited direct competition in the short-term future.
Full profile interview: Competitors
14 Apr 2025

1X Technologies
Tesla also manufactures its own humanoid robot, Optimus. However, as Tesla's Optimus is primarily used for its own factories initially, IDTechEx believes that there is limited direct competition in the short-term future.
Full profile interview: Competitors
11 Apr 2025

Figure AI
Tesla also manufactures its own humanoid robot, Optimus. However, as Tesla's Optimus is primarily used for its own factories initially, IDTechEx believes that there is limited direct competition in the short-term future.
Full profile interview: Competitors
8 Apr 2025

Apptronik, Inc
Tesla also manufactures its own humanoid robot, Optimus. However, as Tesla's Optimus is primarily used for its own factories initially, IDTechEx believes that there is limited direct competition in the short-term future.
Full profile interview: Competitors
16 Jan 2025

Rivian
The largest producer of electric vehicles in the US, including pickup trucks and SUVs.
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.