Tesla, Inc. (TSLA) Competitors & Peers

Model-inferred relationships (unverified)

Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.

• 1211.HKCompetitor

  Tesla + BYD #1+#2 EV manufacturers globally.

  Model-inferred, unverified — treat as a lead, not evidence
• 300074.SZSupplier

  CATL is a major supplier of lithium iron phosphate (LFP) prismatic battery cells used in Tesla's standard range vehicles manufactured in Gigafactory Shanghai and Berlin.

  Model-inferred, unverified — treat as a lead, not evidence
• 6752.TSupplier

  Panasonic is Tesla's longest-standing battery partner, co-operating Gigafactory Nevada and supplying 2170 and 4680 cylindrical lithium-ion battery cells.

  Model-inferred, unverified — treat as a lead, not evidence
• 1211.HKCompetitor

  BYD overtook Tesla in EV+PHEV total volume 2024; competing globally.

  Model-inferred, unverified — treat as a lead, not evidence
• 373220.KSSupplier

  LG Energy Solution supplies 2170 cylindrical battery cells to Tesla's Shanghai and Berlin Gigafactories.

  Model-inferred, unverified — treat as a lead, not evidence
• TSMManufacturer

  TSMC fabricates next-generation custom DOJO supercomputer training tile chips (D1) and ADAS processors using its advanced foundry nodes.

  Model-inferred, unverified — treat as a lead, not evidence
• ALBSupplier

  Albemarle supplies battery-grade lithium hydroxide to Tesla under multi-year offtake agreements.

  Model-inferred, unverified — treat as a lead, not evidence
• 300750.SZSupplier

  CATL primary battery supplier for Shanghai Tesla Model 3/Y.

  Model-inferred, unverified — treat as a lead, not evidence
• JMREYCustomer

  JL Mag supplies high-performance NdFeB permanent magnets for Tesla's electric vehicle drivetrains.

  Model-inferred, unverified — treat as a lead, not evidence
• ALBSupplier

  Tesla is offtaker of Albemarle battery-grade lithium hydroxide under multi-year fixed contract.

  Model-inferred, unverified — treat as a lead, not evidence
• ONSupplier

  Onsemi SiC MOSFETs in Tesla Model 3/Y inverter.

  Model-inferred, unverified — treat as a lead, not evidence
• STMSupplier

  STM SiC MOSFETs in Tesla Model 3/Y inverter (joint with Onsemi).

  Model-inferred, unverified — treat as a lead, not evidence
• TMCompetitor

  Tesla + Toyota top global auto OEM revenue.

  Model-inferred, unverified — treat as a lead, not evidence
• MBG.DECompetitor

  Premium EV competition.

  Model-inferred, unverified — treat as a lead, not evidence
• TSMSupplier

  TSMC fabricates Tesla FSD HW4 inference SoC.

  Model-inferred, unverified — treat as a lead, not evidence
• 005930.KSManufacturer

  Samsung's foundry segment manufactures custom Full Self-Driving (FSD) and ADAS chips (including HW 4.0/HW 5.0) for Tesla.

  Model-inferred, unverified — treat as a lead, not evidence
• GOOGLCompetitor

  Tesla FSD + Waymo robotaxi competition.

  Model-inferred, unverified — treat as a lead, not evidence
• NVDASupplier

  Tesla Dojo + Cortex training clusters use NVIDIA H100/H200 GPUs.

  Model-inferred, unverified — treat as a lead, not evidence
• DLEGFSupplier

  Delta Electronics Thailand supplies EV power components and charging systems to Tesla.

  Model-inferred, unverified — treat as a lead, not evidence
• BOSCH.DESupplier

  Bosch has historically supplied mechanical components like steering and braking systems to Tesla.

  Model-inferred, unverified — treat as a lead, not evidence
• BYDCompetitor

  Competes globally for electric vehicle sales volume.

  Model-inferred, unverified — treat as a lead, not evidence
• VFSCompetitor

  Competes globally in retail passenger electric vehicle sales.

  Model-inferred, unverified — treat as a lead, not evidence
• BMW.DECompetitor

  Premium EV competition.

  Model-inferred, unverified — treat as a lead, not evidence
• 300750.SZSupplier

  CATL is primary battery supplier for Tesla Model 3/Y in Shanghai + select Berlin lines.

  Model-inferred, unverified — treat as a lead, not evidence
• FCompetitor

  Tesla EV + Ford ICE/EV crossover competition.

  Model-inferred, unverified — treat as a lead, not evidence
• GMCompetitor

  Tesla EV + GM EV/Cruise competition.

  Model-inferred, unverified — treat as a lead, not evidence
• LCIDCompetitor

  Tesla + Lucid compete in luxury EV sedan + SUV.

  Model-inferred, unverified — treat as a lead, not evidence
• RIVNCompetitor

  Tesla + Rivian compete in US EV light trucks + SUVs.

  Model-inferred, unverified — treat as a lead, not evidence
• ADICustomer

  Tesla is a major customer of ADI's wired battery management system (BMS) chips and other analog sensing components for its EV fleet.

  Model-inferred, unverified — treat as a lead, not evidence
• IFNNYSupplier

  Infineon SiC inverter power semiconductors for Tesla.

  Model-inferred, unverified — treat as a lead, not evidence
• CHPTCompetitor

  Tesla Supercharger + ChargePoint compete; Tesla NACS standard adoption widening.

  Model-inferred, unverified — treat as a lead, not evidence
• RUNSupplier

  Sunrun integrates Tesla Powerwall in resi solar + storage offerings.

  Model-inferred, unverified — treat as a lead, not evidence
• 5729.TCustomer

  Tesla purchases critical battery-grade materials (lithium/copper/nickel) under long-term supply agreements.

  Model-inferred, unverified — treat as a lead, not evidence
• OLOXCustomer

  Tesla subcontracted Olenox's Giant Containers modular division to construct localized utility and control buildings.

  Model-inferred, unverified — treat as a lead, not evidence
• RIO.AXCustomer

  Tesla purchases critical battery-grade materials (lithium/copper/nickel) under long-term supply agreements.

  Model-inferred, unverified — treat as a lead, not evidence
• QSCompetitor

  Competes in developing advanced battery technologies for next-generation electric vehicles.

  Model-inferred, unverified — treat as a lead, not evidence
• 8046.TCustomer

  Tesla purchases critical battery-grade materials (lithium/copper/nickel) under long-term supply agreements.

  Model-inferred, unverified — treat as a lead, not evidence
• SNN.ROCustomer

  Tesla purchases critical battery-grade materials (lithium/copper/nickel) under long-term supply agreements.

  Model-inferred, unverified — treat as a lead, not evidence
• LGESSupplier

  LGES supplies cylindrical cells for Tesla Model Y / 4680 (Nevada+Korea).

  Model-inferred, unverified — treat as a lead, not evidence
• ALGMCustomer

  Tesla utilizes Allegro magnetic sensors in EV power inverter and battery control systems.

  Model-inferred, unverified — treat as a lead, not evidence
• TECompetitor

  T1 battery cells compete with Tesla's Megapack systems.

  Model-inferred, unverified — treat as a lead, not evidence
• CBTCustomer

  Cabot supplies conductive carbon additives for EV battery anodes.

  Model-inferred, unverified — treat as a lead, not evidence
• SQMCustomer

  SQM supplies lithium carbonate under multi-year off-take agreements to Tesla's battery assembly lines.

  Model-inferred, unverified — treat as a lead, not evidence
• FMCustomer

  Tesla purchases critical battery-grade materials (lithium/copper/nickel) under long-term supply agreements.

  Model-inferred, unverified — treat as a lead, not evidence
• 5020.TCustomer

  Tesla purchases critical battery-grade materials (lithium/copper/nickel) under long-term supply agreements.

  Model-inferred, unverified — treat as a lead, not evidence
• FULCustomer

  Fuller supplies thermal conductive adhesives for EV battery cell packs.

  Model-inferred, unverified — treat as a lead, not evidence
• UEXCustomer

  Tesla purchases critical battery-grade materials (lithium/copper/nickel) under long-term supply agreements.

  Model-inferred, unverified — treat as a lead, not evidence
• EDR.TOCustomer

  Tesla purchases critical battery-grade materials (lithium/copper/nickel) under long-term supply agreements.

  Model-inferred, unverified — treat as a lead, not evidence
• SABICCustomer

  Tesla purchases critical battery-grade materials (lithium/copper/nickel) under long-term supply agreements.

  Model-inferred, unverified — treat as a lead, not evidence
• PETRONASCustomer

  Tesla purchases critical battery-grade materials (lithium/copper/nickel) under long-term supply agreements.

  Model-inferred, unverified — treat as a lead, not evidence