On the Record · Tesla
Tesla competitors, on the record
The companies whose own annual reports name Tesla as a competitor, each with the sentence it appears in and the filing it came from.
Who Tesla names
Tesla’s annual reports for 2022 to 2025 describe its competition by kind of business and do not name competing companies.
Who names Tesla
Companies whose own annual reports name Tesla as a competitor.
Word for word“suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.;” 10-K for 2026
Word for word“The markets for our GO ESS product line and EI Platform are also competitive, and we compete primarily with SolarEdge, Enphase, and Tesla, as well as a number of other companies.” 10-K for 2025
Word for word“There are also a number of companies developing and introducing autonomous vehicles and technologies that either are competing with us or may compete with us in the future, including Alphabet (Waymo), Amazon (Zoox), and Tesla.” 10-K for 2025
Word for word“Major competitors in lithium compounds include Sociedad Quimica y Minera de Chile S.A., Sichuan Tianqi Lithium, Jiangxi Ganfeng Lithium, Rio Tinto plc, Pilbara Minerals, Tesla and a large number of additional Chinese companies.” 10-K for 2025
Word for word“We face intense competition from a large number of module competitors, such as First Solar, Inc., LONGi Green Energy Technology Co. Ltd., Trina Solar Limited, JinkoSolar Holding Co., Limited, JA Solar Co., Limited and Tongwei Solar Co., Ltd., and battery energy storage companies such as Tesla, Inc., Fluence Energy, Inc. and Sungrow Power Supply Co., Ltd.” 20-F for 2025
Word for word“Competitors in the inverter market include, among others, SolarEdge, Huawei, Tesla, Sungrow Power Supply Co., Ltd., Growatt New Energy Co., Ltd and other companies offering string inverters with and without solar optimizers.” 10-K for 2025
Word for word“Our key competitors currently include, but are not limited to, Tesla, Inc., Wärtsilä, Sungrow, and Contemporary Amperex Technology Co., Limited (“CATL”).” 10-K for 2025
Word for word“Residential products – Competitors include Rehlko (formerly known as Kohler Power), Briggs & Stratton, Honda, Champion, Techtronics International, Harbor Freight, Husqvarna, Ariens, Tesla, Enphase, Solar Edge, Google, Resideo, The Toro Company, EcoFlow, and Emerson, along with a number of other domestic and foreign competitors; certain of which also have broad operations in other manufacturing businesses.” 10-K for 2025
Word for word“For example, we believe that BYD has a dominant market share in the NEV market, in particular for NEVs priced under RMB200,000 (US$28,600), and Tesla holds a dominant position in the segment for NEVs priced above RMB 200,000 (US$28,600).” 20-F for 2025
Word for word“EV manufacturers with which we compete include Tesla, Rivian, an increasing number of U.S.-based and international entrants and traditional automotive manufacturers, many of which have begun, or announced plans to begin, selling their own EVs in the near-term.” 10-K for 2025
Word for word“There are also a number of companies developing and introducing AV technology and TaaS offerings that either are competing with us or may compete with us in the future, including Alphabet (Waymo), Amazon (Zoox), Baidu, Bolt, and Tesla as well as many other technology companies and automobile manufacturers and suppliers.” 10-K for 2025
Word for word“AMaaS competitors include Cruise, Tesla, Motional, Waymo, NVIDIA, Yandex, and Zoox in the United States and Europe and Auto X, Baidu, Deeproute.ai, Didi Chuxing, Momenta, Pony.ai and WeRide in China.” 10-K for 2025
Polestar Automotive Holding UK
Word for word“Polestar competes with other pure play electric vehicle manufacturers, such as Tesla, as well as established premium automotive manufacturers that also sell vehicles with ICEs.” 20-F for 2025
Word for word“In the North American residential market, we compete with manufacturers such as Tesla Inc. with traditional string-based solutions, as well as microinverter manufacturers such as Enphase Energy, Inc.” 10-K for 2025
Word for word“Jaguar vehicles compete primarily against other European brands such as Audi, Porsche, BMW and Mercedes Benz as well as Tesla.” 20-F for 2023
Word for word“For example, Tesla has constructed the Tesla Giga Shanghai factory in Shanghai without a joint venture partner.” 20-F for 2025
ZEEKR Intelligent Technology Holding
Word for word“For example, Tesla has constructed the Tesla Giga Shanghai factory in Shanghai without a joint venture partner.” 20-F for 2024
Read from Tesla’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023, 10-K for 2022) and the financial data it files with the SEC, as of 2026-01-29. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.