Part 4/9:
A key consideration is why Tesla might be sourcing these actuators from China. Currently, China-based suppliers are likely offering the necessary components due to existing manufacturing capabilities and component availability. However, it is widely believed that Tesla’s endgame is to establish a localized global supply chain, segmented regionally into the United States, European Union, and China/Asia Pacific.
This regionalization ensures supply chain resilience, minimizes dependency on geopolitically sensitive regions, and aligns with Tesla’s broader strategic goal of supply chain sovereignty for critical robotics components.