‘Optimus chain’: Chinese suppliers form the backbone of Tesla’s humanoid robot initiative

South China Morning PostCenter-RightEN 1 min read 100% complete by Wency ChenFebruary 1, 2026 at 07:00 AM
‘Optimus chain’: Chinese suppliers form the backbone of Tesla’s humanoid robot initiative

AI Summary

short article 1 min

Tesla plans to manufacture its Optimus robot in the US, but the initiative relies heavily on Chinese suppliers. As early as three years ago, Tesla began sourcing components from hundreds of Chinese companies, collaborating on research, development, and design. These suppliers, providing parts like actuators, motors, vision systems, and batteries, see themselves as forming an "Optimus chain," similar to existing supply networks for Apple and Tesla. They are competing for orders that could boost their sales and visibility. Despite Tesla's US-based assembly plans, the company will likely depend on China's robotics supply chain for the foreseeable future.

Keywords

humanoid robot 100% optimus robot 90% tesla 90% supply chain 80% chinese suppliers 80% robotics 70% manufacturing 60% component suppliers 50% hardware design 40% actuators 40%

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Positive
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South China Morning Post
Political Lean
Center-Right (0.50)
Far LeftCenterFar Right
Classification Confidence
90%

This article was automatically classified using rule-based analysis. The political bias score ranges from -1 (far left) to +1 (far right).

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