Microsoft vs ZTE
Microsoft's primary segment is Custom Silicon Designers; ZTE's is Networking & Systems. Microsoft is larger by market cap ($3.88T vs $20.8B). Microsoft reports higher tracked revenue ($331.8B vs $20.0B).
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Side-by-side
| Microsoft | ZTE | |
|---|---|---|
| Market cap | $3.88T | $20.8B |
| Revenue | $331.8B (FY2026) | $20.0B (FY2025) |
| Primary segment | Custom Silicon Designers | Networking & Systems |
| Market position | niche | major |
| Country | United States | China |
| Tracked suppliers | 80 | 7 |
| Tracked customers | 12 | 0 |
| Chokepoint / criticality | 5/100 | 0/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Microsoft and ZTE compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: Microsoft has the higher chokepoint score (5/100 vs 0/100).
- Footprint: Microsoft (United States) vs ZTE (China).
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Cite as: wafergraph, “Microsoft vs ZTE”, https://wafergraph.com/compare/microsoft-vs-zte (data as of 2026-10-09).
Frequently asked questions3
- Is Microsoft bigger than ZTE?
- Microsoft is larger by market cap ($3.88T vs $20.8B).
- What's the difference between Microsoft and ZTE?
- Microsoft is a niche in Custom Silicon Designers based in United States; ZTE is a major in Networking & Systems based in China. Both operate in the Design (Fabless) segment.
- Who are Microsoft's and ZTE's suppliers?
- wafergraph tracks 80 suppliers for Microsoft and 7 for ZTE — Microsoft's include Alphawave Semi, NVIDIA, AMD; ZTE's include Goodix Technology, Allwinner Technology.