近日特斯拉对外表示，目前上海超级工厂依托中国完善的供应链体系和一流的制造能力，仅仅用了这个不到4年的时间零部件的本土化率已经达到95%，签约的本土的一级供应商已经超过了400多家。
而行业统计的数据显示，这400多家供应商中，至少有93家为上市公司。其中有12家供应商为特斯拉提供车身系统涉及车身结构、车门、车身模具和座椅侧围等相关材料及组件；有10家内饰供应商和4家外饰供应商为特斯拉提供了高品质的内外饰件；有6家供应商为特斯拉提供底盘系统包括电动助力转向、制动系统和悬挂系统等相关材料及组件；有18家供应商为特斯拉提供充电设施的高压电缆、充电线、充电枪和超级充电桩等关键组件；有10家供应商为特斯拉提供电驱电控系统包括电机、电机驱动模块和电机控制器（如IGBT功率半导体模块）等相关材料及组件；有22家供应商为特斯拉提供座舱系统涵盖感知系统、自动驾驶系统和中控系统等先进的感知和控制技术；有34家供应商为特斯拉提供动力电池系统包括锂电池、电池管理系统和电池热管理系统等相关材料及组件。
另外相关信息也显示，特斯拉已成功获得中国工业和信息化部的软件注册，员工测试车辆的软件更新后，屏幕上出现了“员工FSDBeta版计划：已注册”的字样，这将为特斯拉内部测试全自动驾驶(FSD)铺平道路，特斯拉员工可以在中国公共道路上测试，测试结束后会在未来几个月内升级推送给中国用户。目前特斯拉与百度地图最新版V20的合作，包括基础版、3D领先版、3D旗舰版、SR智驾版4个版本，百度地图V20可以在特斯拉车机上实现3D车道级导航、红绿灯倒计时、路口实景导航以及摄像头提醒、压线提醒、公交车道提醒、超速提醒等。特斯拉已在中国获得超170万消费者的信赖，在全球车主更是超过600万。
2023年特斯拉累计交付量达到了94.7万辆，超过了特斯拉全球交付量的50%。
仅管如此，有消息称由于地缘政治不确定性加剧，特斯拉已要求供应商最早在明年开始在中国大陆和台湾以外的地区生产零部件。消息声称为在中国境外销售的特斯拉车型制造印刷电路板、显示器和电子控制单元系统等组件的供应商已收到这家美国电动汽车制造商的要求。特斯拉与来自日本、韩国和其他地方的其他亚洲供应商讨论了此事。
对包括特斯拉在内的许多客户来说，所谓的避开中国战略也包括避开台湾，因此很多特斯拉的供应商正在考虑增加泰国与越南的产能来应对。此前泰媒也报道称，特斯拉正在寻找一个站地面积2千多泰亩工业园区。
目前通用汽车和福特等其他美国汽车制造商已要求供应商研究将电子产品生产转移到中国大陆和台湾以外，但特斯拉尚未提出正式要求。
美国政府于5月14日宣布将加征价值180亿美元的中国进口商品税，涉及电动车、电池、太阳能电池和钢铁铝等。并在随后发布公告，自2024年8月1日起对中国进口的电动汽车征收100%的关税。另外明年1月1日起，还将对中国半导体产品征收50%的关税。
Recently, Tesla said that at present, relying on China's perfect supply chain system and first-class manufacturing capacity, the localization rate of parts and components has reached 95% in less than 4 years, and more than 400 local first-tier suppliers have been signed.
According to industry statistics, at least 93 of the more than 400 suppliers are listed companies. Among them, 12 suppliers provide Tesla with body systems related to body structure, doors, body molds, seat side panels and other related materials and components; There are 10 interior suppliers and 4 exterior suppliers who have provided Tesla with high-quality interior and exterior trim parts; Six suppliers provide Tesla's chassis systems, including electric power steering, braking systems, suspension systems and other related materials and components; There are 18 suppliers that provide Tesla with key components such as high-voltage cables, charging cables, charging cables, charging guns, and superchargers for charging facilities; There are 10 suppliers that provide Tesla with electric drive and electronic control systems, including motors, motor drive modules and motor controllers (such as IGBT power semiconductor modules) and other related materials and components; There are 22 suppliers that provide Tesla with cockpit systems, covering advanced perception and control technologies such as perception systems, autonomous driving systems, and central control systems; There are 34 suppliers that provide Tesla with power battery systems, including lithium batteries, battery management systems, battery thermal management systems and other related materials and components.
In addition, the relevant information also shows that Tesla has successfully obtained the software registration from the Chinese Ministry of Industry and Information Technology, and after the software update of the employee test vehicle, the words "Employee FSDBeta Edition Plan: Registered" appeared on the screen, which will pave the way for Tesla to test Full Self-Driving (FSD) internally, Tesla employees can test on China's public roads, and after the test, it will be upgraded and pushed to Chinese users in the next few months. At present, Tesla's cooperation with the latest version of Baidu Maps V20 includes 4 versions of basic version, 3D leading version, 3D flagship version, and SR intelligent driving version, and Baidu Maps V20 can achieve 3D lane-level navigation, traffic light countdown, real-time navigation at intersections, camera reminders, line reminders, bus lane reminders, speeding reminders, etc. Tesla has won the trust of more than 1.7 million consumers in China and more than 6 million car owners worldwide.
Tesla's cumulative deliveries in 2023 will reach 947,000 vehicles, more than 50% of Tesla's global deliveries.
Despite this, it is reported that due to heightened geopolitical uncertainty, Tesla has asked suppliers to start producing parts outside Chinese mainland and Taiwan as early as next year. Suppliers claiming to make components such as printed circuit boards, displays and electronic control unit systems for Tesla models sold outside of China have received requests from the U.S. electric vehicle maker. Tesla discussed the matter with other Asian suppliers from Japan, South Korea and elsewhere.
For many customers, including Tesla, the so-called strategy to avoid China also includes avoiding Taiwan, so many of Tesla's suppliers are considering increasing production capacity in Thailand and Vietnam. Previously, Thai media also reported that Tesla was looking for an industrial park with a station area of more than 2,000 acres.
Other U.S. automakers, such as General Motors and Ford, have asked suppliers to look into moving electronics production outside of Chinese mainland and Taiwan, but Tesla has yet to make a formal request.
The U.S. government announced on May 14 that it would impose additional taxes on $18 billion worth of Chinese imports, including electric vehicles, batteries, solar cells, and steel and aluminum. It was followed by an announcement to impose a 100% tariff on electric vehicles imported from China from August 1, 2024. In addition, from January 1 next year, a 50% tariff will be imposed on Chinese semiconductor products.