{"title":"ECARX vs Tesla: Autonomous vehicles & driving compared","url":"https://www.frontiertechintelligence.com/compare/ecarx-vs-tesla","comparison":"Tesla ranks 48 on the Robotics 100 with a score of 83; ECARX ranks 76 with 80. ECARX is ahead on production and commercials. Tesla is ahead on progress and firepower. Level on deployment, technology, positioning and leverage. ECARX is based in Shanghai, China, Tesla in Austin, United States. Tesla: Public. ECARX is named in 2 signals and Tesla in 750.","companies":[{"name":"ECARX","url":"https://www.frontiertechintelligence.com/companies/ecarx","city":"Shanghai","country":"China","stage":null,"founded":null,"last_round":null,"positioning":"ECARX builds the automotive computing layer, from system-on-chip heritage through central computing platforms to software and, on its roadmap, its own operating system. The portfolio spans the Antora family for intelligent cockpit, Qualcomm-based platforms across performance tiers, Skyland and NVIDIA-based platforms for intelligent driving, and Cloudpeak as the common software foundation. Around 12 million vehicles globally carry ECARX technology, supported by partnerships with 18 automakers and 28 brands, and the company delivered 550,000 units in Q2 2026 alone. The financial turn is the story: Q4 2025 revenue was a record USD 305 million with a second consecutive quarter of GAAP profitability, Q2 2026 revenue rose 45 percent to USD 225.2 million with gross margin nearly doubling from 10.8 to 19.8 percent, net loss narrowing to USD 12.0 million and a fourth consecutive quarter of positive adjusted EBITDA, against full-year 2026 guidance of USD 1.0 to 1.1 billion. Against that, Q1 2026 revenue fell 22 percent to USD 131.5 million, so the trajectory is not clean. ECARX is a Geely-anchored but increasingly external platform supplier moving into robotics-adjacent AI services; it sold its 13.5 percent residual Zenseact stake back to Volvo Cars on 2022-12-31.","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":76,"score":80,"tier":"member","scores":{"gate_ne":["technology","firepower"],"leverage":10,"position":6,"progress":8,"firepower":6,"commercial":10,"deployment":10,"production":8,"technology":8},"why":"ECARX has an autonomous-vehicle business, including an agreement with May Mobility to deploy purpose-built robotaxis.","segment":"Autonomous vehicles & driving","layer":"Systems"},"signals_total":2,"facts_total":15},{"name":"Tesla","url":"https://www.frontiertechintelligence.com/companies/tesla","city":"Austin","country":"United States","stage":"Public","founded":null,"last_round":null,"positioning":"Tesla makes the Optimus humanoid, a household-to-factory ambition backed by massive capital. It is an essential name in the category (detailed research pending).","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":48,"score":83,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":10,"position":6,"progress":10,"firepower":10,"commercial":4,"deployment":10,"production":6,"technology":8},"why":"Tesla builds and deploys autonomous Cybercab robotaxis and operates driverless vehicle trials on public roads.","segment":"Autonomous vehicles & driving","layer":"Systems"},"signals_total":750,"facts_total":195}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}