Overview
By categorizing Tesla suppliers in China into seven supply-chain segments—battery system, cockpit system, electric drive and control system, charging infrastructure, chassis, body, and interior/exterior trim—102 partners were identified.
By company status: of the 102 suppliers, 93 are publicly listed companies (over 90%); five are Taiwan-funded enterprises; two are national high-tech enterprises; one is a subsidiary of a listed company; and one is a state-level large backbone enterprise.
Regionally, around the Shanghai Gigafactory, the Yangtze River Delta, including Suzhou, Ningbo, and Nantong, has formed a full ecosystem for new-energy vehicle parts such as batteries, automotive chips, drive systems, interiors, and precision machining.
Tesla Model 3 value share and China core supplier panorama
01. Battery system
Overview
The battery system primarily includes lithium batteries, battery management systems, and battery thermal management systems. China has 34 suppliers providing related materials and components to Tesla's battery system.
02. Cockpit system
Overview
The cockpit system includes perception systems, autonomous driving systems, and central control systems. China has 22 suppliers providing related materials and components to Tesla's cockpit system.
03. Electric drive and control system
Overview
The electric drive and control system mainly includes motors, motor drive modules, and motor controllers (IGBT power semiconductor modules). China has 10 suppliers providing related materials and components to Tesla's drive and control system.
04. Charging infrastructure
Overview
Charging infrastructure mainly includes high-voltage cables, charging cables, charging connectors, and Superchargers. China has 18 suppliers providing related materials and components for Tesla charging infrastructure.
05. Chassis
Overview
The chassis mainly includes electric power steering, braking systems, and suspension systems. China has six suppliers providing related materials and components to Tesla's chassis.
06. Body
Overview
The body mainly includes body structure, doors, body molds, and seat side panels. China has 12 suppliers providing related materials and components to Tesla's body.
07. Interior and exterior trim
Overview
Interior trim includes sun visors, seats, glass, interior panels, airbags, seat belts, and aluminum trim. China has 10 suppliers providing related materials and components for Tesla interior trim.
Exterior trim includes exterior trim parts, bumpers, and front and rear lights. China has four suppliers providing related materials and components for Tesla exterior trim.
