2026-08-07 · equities

Ziff Davis: доходы оказались ниже прогнозов, прибыльa обогнал ожидания в Q2

Tesla's pivot to producing humanoid robots is expected to engage a network of key Chinese component makers

As early as three years ago, Tesla started sourcing and engaging with hundreds of Chinese component suppliers, working closely with some on research and development as well as hardware design, according to people who are not authorised to publicly discuss these collaborations.

These suppliers had shipped small batches of sample components to Tesla in response to the client's feedback. New prototypes of Optimus' curved-glass head, for example, were sent to Tesla by one of these sources in recent months.

Manufacturing partners – spanning suppliers of actuators, motors, reducers, bearings, vision systems, sensors, screws and batteries – now vied to secure a place in that chain, hoping to land orders that could lift sales and the profile of their businesses.