Tesla, the world leader in automotive production, has asked all suppliers to completely eliminate components manufactured in China from the manufacturing processes for vehicles intended for the American market, according to the Wall Street Journal. This decision comes amid trade tensions between the US and China, which have complicated pricing strategies and access to raw materials. Tesla has already begun to replace some components and intends to complete this process within the next two years. Additionally, the company has increased its purchases of components from North America, following tariff threats. Tesla's sales of electric vehicles manufactured in China have recently declined, and General Motors has adopted a similar approach, asking suppliers to eliminate components from China. This decoupling from China reflects a reassessment of the automotive industry's dependence on this essential supplier.
Sources
Tesla își reconfigurează lanțul de aprovizionare și scoate China din producție
Tesla, fără componentele fabricate în China pentru maşinile produse în SUA / Tensiunile dintre SUA şi China au pus industria auto într-o stare de criză continuă în 2025
Tesla interzice componentele fabricate în China pentru maşinile produse în SUA
Tesla cere furnizorilor să evite componentele fabricate în China pentru maşinile produse în SUA
Tesla cere furnizorilor să evite componentele fabricate în China pentru maşinile produse în SUA
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