Huawei Digital Power matches Tesla Energy in revenue

When you ask the average person what Huawei does, the answers tend to revolve around smartphones, 5G infrastructure, or a decade of geopolitical controversy. Hardly anyone would mention solar inverters. Yet that very product, along with battery storage systems and electric-vehicle charging equipment, has quietly turned Huawei Digital Power Technology into a revenue powerhouse that now matches Tesla Energy.

In 2025, Huawei’s digital energy division booked 68.7 billion yuan in revenue, a 24.4% increase from the previous year. That figure puts it on par with Tesla’s energy storage and solar business, which reported roughly $10 billion in revenue for the same period. The comparison is striking because Huawei has achieved this scale without the same level of consumer brand recognition in the clean energy space.

The division’s growth reflects a broader strategic pivot for the Chinese tech giant. As geopolitical tensions have constrained its smartphone and telecom equipment sales in Western markets, Huawei has doubled down on renewable energy infrastructure. Its product lineup now includes everything from residential solar inverters to utility-scale battery storage systems, and the company is also a major player in the fast-growing EV charging market.

Industry analysts point out that Huawei’s success in this sector stems from its deep expertise in power electronics and digital control systems. The company has leveraged its core engineering strengths to build highly efficient inverters and storage solutions that compete directly with established players like Tesla, Sungrow, and SMA Solar.

For Tesla, the comparison is both a compliment and a warning. Tesla Energy has long been touted as a potential growth engine that could eventually rival the company’s automotive business. But Huawei’s rapid ascent shows that the competition for global clean energy market share is intensifying, and that Chinese firms are now formidable contenders in areas beyond solar panel manufacturing.

Huawei Digital Power’s revenue milestone also underscores a larger trend: the digitization of the energy sector is creating new opportunities for technology companies. By combining hardware with cloud-based energy management software, Huawei is positioning itself as a full-stack energy provider, much like Tesla does with its Powerwall and Megapack ecosystems.

As the world accelerates its transition to renewable energy, the battle for dominance in solar inverters, battery storage, and EV charging is likely to become even more competitive. And while most consumers still don’t associate Huawei with solar panels, the company’s financial results suggest that may soon change.