‘Optimus chain’: Chinese suppliers form the backbone of Tesla’s humanoid robot initiative
Elon Musk wants to bring the production of its Optimus robot to the US amid electric carmaker Tesla’s plan to pivot towards manufacturing humanoids, smart machines that could one day serve as part of the workforce at American factories.
That ambitious initiative, however, was expected to remain dependent on China’s vast and fast-developing robotics supply chain into the foreseeable future, even as the final assembly of Optimus would be established in the US, according to analysts and industry...
⚠️ 风险分析 中
摘要：特斯拉人形机器人供应链依赖中国，未来可能面临地缘政治或出口管制风险。
影响：中国供应商深度参与全球前沿科技供应链，但若美国推动供应链回流或实施技术限制，相关业务可能受阻。
建议：中国供应商需评估对单一客户的依赖度，并关注美国技术出口管制政策动向。
「素履以往」
Not the sharpest mind, but the steadiest hand.
Not the sharpest mind, but the steadiest hand.