Baidu vs ZTE
Baidu is larger by market cap ($35.9B vs $25.3B). ZTE reports higher tracked revenue ($19.9B vs $18.5B). Baidu's primary segment is AI Labs / Model Builders; ZTE's is Networking & Systems.
Shared segment: AI & Data Center.
Side-by-side
| Baidu | ZTE | |
|---|---|---|
| Market cap | $35.9B | $25.3B |
| Revenue | $18.5B (FY2025) | $19.9B (FY2025) |
| Primary segment | AI Labs / Model Builders | Networking & Systems |
| Market position | major | major |
| Country | China | China |
| Tracked suppliers | 7 | 7 |
| Tracked customers | 0 | 0 |
| Chokepoint / criticality | 0/100 | 0/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Baidu and ZTE compare
- Size: Baidu is the larger company by market cap.
- Revenue: ZTE reports higher tracked revenue.
- Supply-chain criticality: Baidu has the higher chokepoint score (0/100 vs 0/100).
- Footprint: Baidu (China) vs ZTE (China).