Part 7/9:
While current orders suggest a China-based source for early Optimus actuators, industry insiders emphasize that Tesla likely plans to diversify its supply sources. Given the importance of rare earth elements and advanced actuation components, multiple suppliers across regions are probably being developed to prevent bottlenecks.
The possibility of developing domestic suppliers or internal manufacturing capabilities is high, especially as Tesla aims to scale up Optimus production from hundreds to potentially thousands or tens of thousands of units in the future. Achieving this will require robust, multi-sourced supply chains, and reduces dependency on any single region or supplier.