May. 12 at 12:27 AM
$TSLA china is competing with musk on robots, they cut musk's parts supply off they win. end of story. banning their ev's. you better hope they do not retailiate or musk's optimus is finished, it's over.
ban china ev's optimus is over, they allow them tesla car business is over. choose one.
Based on Feb 2026 reports, excluding Chinese suppliers from the Tesla Optimus supply chain could raise manufacturing costs to approximately
$131,000 per unit.This high cost scenario arises because of the heavy dependence on Chinese suppliers for critical components like actuators, motors, and reducers, which currently hold a 63% global market share, making a "non-China" supply chain far more expensive.
The
$131K Risk: If Tesla is forced to eliminate Chinese components due to geopolitical factors or tariffs, the manufacturing cost is projected to spike to over
$131,000 per robot.Target Price: Tesla's goal is to keep the retail price around
$20,000–
$30,000.Production Dependence:
