Part 5/11:
Actuators and Transmissions: Several Chinese suppliers are preparing millions of units, with estimates suggesting Tesla could produce between 150,000 to over 200,000 robots annually starting next year.
Other Components: These include planetary roller screws, force sensors, and micro motors, all supplied at volumes capable of supporting rapid manufacturing ramp-ups.
This detailed supply chain insight indicates that Tesla’s production capacity is not just hypothetical; it’s actively being scaled, with the Chinese industry prepping tens or hundreds of thousands of robotic units per year.