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

admin

2026年2月1日
2 min read
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‘Optimus chain’: Chinese suppliers form the backbone of Tesla’s humanoid robot initiative插图

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 insiders.

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.

Those companies saw themselves, according to the people, as part of an emerging “Optimus chain”, which would mirror the formidable component supplier networks set up by the likes of Apple and Tesla in China.

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.

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