ZTE

ZTE is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in Shenzhen, CN. Its key suppliers include Goodix Technology, Allwinner Technology, SMIC.

Chinese telecom-equipment maker; designs chips via its Sanechips unit.

Ticker
SZSE: 000063
Headquarters
Shenzhen, CN
Revenue
$19.9B (FY2025) · +10.4% YoY
Net income
$836M
Operating margin
2.5%
Market position
major
Value-chain segment
Networking & Systems, Custom Silicon Designers
Key products
Sanechips AI accelerator / NPU chips, 5G base-station equipment, ZTE data-center optical transport, ZTE Axon smartphones, Enterprise network switches and routers

About ZTE

ZTE, headquartered in China, operates in the Networking & Systems and Custom Silicon Designers segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Sanechips AI accelerator / NPU chips, 5G base-station equipment, ZTE data-center optical transport, ZTE Axon smartphones, Enterprise network switches and routers. wafergraph maps 7 tracked suppliers for ZTE across the value chain.

Role in the chain

ZTE is a market major in AI & Data Center (Networking & Systems), headquartered in China. Chinese telecom-equipment maker; designs chips via its Sanechips unit.

Diligence questions

  1. The dataset records 7 tracked suppliers for ZTE. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 1 of ZTE's tracked suppliers are a monopoly or leader (including Broadcom). Which of those are actually single-source for the process step you care about?
  3. ZTE is headquartered in China. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  4. ZTE trades as SZSE:000063. What does the latest reported period say about capacity and backlog versus the graph position above?
  5. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for ZTE

Key products

  • Sanechips AI accelerator / NPU chips
  • 5G base-station equipment
  • ZTE data-center optical transport
  • ZTE Axon smartphones
  • Enterprise network switches and routers

Suppliers

More AI & Data Center companies

Compare with

Apple · Alphabet (Google) · Microsoft · Amazon (Annapurna Labs) · Broadcom · Meta Platforms

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “ZTE — supply chain, financials & market position”, https://wafergraph.com/company/zte (data as of 2026-09-05).

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