Who is Alphabet (Google)'s largest competitor?

Apple is the largest Custom Silicon Designers competitor by market cap ($4.67T).

How many companies compete in Custom Silicon Designers?

wafergraph tracks 18 companies in Custom Silicon Designers, including Alphabet (Google).

Alphabet (Google) competitors

As of 2026-09-05, Alphabet (Google)'s closest competitors in Custom Silicon Designers are Broadcom, OpenAI and Apple. wafergraph tracks 18 companies in Custom Silicon Designers; Alphabet (Google) is positioned as a market major there with a market cap of $4.14T, and the largest competitor by market cap is Apple at $4.67T.

Data as of 2026-09-05 · peers = companies sharing Alphabet (Google)'s primary Custom Silicon Designers segment in the wafergraph taxonomy · ordered by market position, then market cap

Who competes with Alphabet (Google)

Competitor	Position	Country	Market cap	Revenue	Compare
Broadcom	leader	United States	$1.70T	$63.9B	Alphabet (Google) vs Broadcom
OpenAI	leader	United States	Unpriced	—	—
Apple	major	United States	$4.67T	$416.2B	Alphabet (Google) vs Apple
Amazon (Annapurna Labs)	major	United States	$2.79T	$716.9B	Alphabet (Google) vs Amazon (Annapurna Labs)
Alibaba Group	major	China	$281.5B	$148.4B	Alphabet (Google) vs Alibaba Group
Marvell Technology	major	United States	$200.9B	$8.2B	Alphabet (Google) vs Marvell Technology
Baidu	major	China	$33.7B	$18.5B	Alphabet (Google) vs Baidu
Global Unichip (GUC)	major	Taiwan	$24.6B	$1.1B	Alphabet (Google) vs Global Unichip (GUC)
ZTE	major	China	$23.6B	$19.9B	Alphabet (Google) vs ZTE
Alchip Technologies	major	Taiwan	$11.0B	$976M	Alphabet (Google) vs Alchip Technologies
Socionext	major	Japan	$2.2B	$1.3B	Alphabet (Google) vs Socionext
Faraday Technology	major	Taiwan	$1.5B	$568M	Alphabet (Google) vs Faraday Technology
Huawei	major	China	Unpriced	$100.2B	Alphabet (Google) vs Huawei
Microsoft	niche	United States	$3.71T	$331.8B	Alphabet (Google) vs Microsoft
Meta Platforms	niche	United States	$1.57T	$201.0B	Alphabet (Google) vs Meta Platforms
Tesla	niche	United States	$1.40T	$94.8B	Alphabet (Google) vs Tesla
MegaChips	niche	Japan	$940M	$226M	Alphabet (Google) vs MegaChips

Suppliers Alphabet (Google) shares with its competitors

TSMC shared with 9 of Alphabet (Google)'s top competitors
ASE Technology shared with 7 of Alphabet (Google)'s top competitors
Broadcom shared with 5 of Alphabet (Google)'s top competitors
NVIDIA shared with 4 of Alphabet (Google)'s top competitors
Arm Holdings shared with 3 of Alphabet (Google)'s top competitors
SK hynix shared with 3 of Alphabet (Google)'s top competitors
Micron Technology shared with 3 of Alphabet (Google)'s top competitors
AMD shared with 3 of Alphabet (Google)'s top competitors
Hon Hai (Foxconn) shared with 2 of Alphabet (Google)'s top competitors
Crusoe Energy shared with 2 of Alphabet (Google)'s top competitors
Alchip Technologies shared with 1 of Alphabet (Google)'s top competitors
Quanta Computer shared with 1 of Alphabet (Google)'s top competitors

A supplier shared across rivals is a segment-level chokepoint: if it fails, the whole peer group feels it at once.

Customers Alphabet (Google) shares with its competitors

Anthropic shared with 1 of Alphabet (Google)'s top competitors

Cite as: wafergraph, “Alphabet (Google) competitors — 17 rivals in Custom Silicon Designers, compared”, https://wafergraph.com/competitors/alphabet (data as of 2026-09-05).

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