Tesla

Tesla

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2026
12 Jan 2026

Sakuu

Market leader in production of DBEs, using the PTFE fibrillation method.
2025
15 Oct 2025

Solid-State Batteries 2026-2036: Technology, Forecasts, Players

IDTechEx Report: Dr Xiaoxi He
16 Jul 2025

Plasmatreat

Tesla was the first battery manufacturer to collaborate with Plasmatreat, beginning in 2008.
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.
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.
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.
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.
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.
16 Jan 2025

Rivian

The largest producer of electric vehicles in the US, including pickup trucks and SUVs.
2024
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.
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.
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.
2023
13 Nov 2023

GSAS: Golden State Assembly Services

GSAS has previously worked with Tesla on the early stages of the Model 3.
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.
3 May 2023

Tritium: DC Fast Charging (2023)

Global DC fast charging market leader
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.
31 Mar 2023

Nissan

Global BEV market leader, recently overtaking Nissan in Europe.
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.
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)
2022
20 Sep 2022

Aiways: EV Passenger Car Start-up

American multinational electric vehicle OEM and clean energy company.