Text/Qiuzi Review/Ziyang Correction/Zhiqiu
In the past two years, Tesla's sales in the domestic new energy market have broken through a new high. In September this year, Tesla's monthly sales reached 56,000 units, a record high. The Chinese market has become Tesla's largest sales market.
Logically speaking, for giants like Tesla, the core supply chain manufacturers of products should come from the United States, but from Driver Home, it seems that Tesla's supply chain list is all from China.
According to the blogger @ Internet Sanye said that almost all of the Tesla suppliers of battery packs, battery management systems, body, central control, electric drive and other components are taken by domestic companies. Taking battery packs as an example, the positive electrode materials and negative electrode materials are provided by Yiwei Lithium Energy, Shanshan Co., Ltd. and Greenmei, and the entire battery is supplied by CATL.
. In terms of the core central control of new energy vehicles, the autonomous driving system is provided by Lianchuang Electronics and Junsheng Electronics.
In short, there are very few supply chains from overseas companies in this supply chain list.
From the above point of view, in addition to the core chip part, the overall body of Tesla is almost all made in China, and only the Tesla brand comes from the United States, which means that China has become the focus of Tesla's automobile production.
In fact, many people do not understand Tesla's approach, because overseas companies developing in China will not bet too much in China. For example, Apple, those entering the Apple supply chain are basically Chinese companies that can be replaced at any time, and the supply of core technologies comes from the United States.
Why does Tesla value China's supply chain so much?
In my opinion, there are three main reasons:
first to reduce costs.
At present, Tesla has established a factory in mainland China. Choosing China's supply chain can not only strive for a greater price advantage, but also reduce the cost of logistics and transportation.
Secondly, improve efficiency.
Nowadays, Tesla's products are very popular in the Chinese market, and sometimes even orders are full. Therefore, if chooses the supply chain in mainland China, it will have a more stable and efficient supply guarantee. After the parts are produced from domestic companies, they can be directly transported to the Tesla assembly plant for assembly, which undoubtedly greatly improves the production efficiency of Tesla products.
Finally, domestic supply chain is excellent enough.
Tesla will choose Chinese companies for 90% of its supply chain, which shows from the side that China's supply chain has reached an extremely high level.
is indeed the case. Taking the overall supplier of Tesla batteries, CATL, as an example, CATL's strength in the battery field is undoubtedly. It ranks first in the world in terms of battery technology and market share. It can be said that many car companies are rushing to place orders from CATL.
Of course, China's automobile supply chain cooperation with Tesla can also greatly improve its own strength, and can obtain a large amount of revenue from Tesla to use for technical research and development and accelerate the iteration of technology.
But it should be understood that Tesla's core key technologies are still in its own hands, such as autonomous driving technology, chip technology and engines. These most core technologies are the foundation of Tesla's industry.
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