Tesla is preparing to launch the mass production of the Humanoid Optimus robot and to this end it is seeking aid from Chinese companies. According to the service 36Kr, citing Shanghai Securities News, Tesla's squad liable for the robots arrived in mid September 2026 at 3 plants in Ningbo to conduct an audit of factories.
Ningbo is simply a port town on the east coast of China, in the state of Zhejiang. It is there that 3 stock companies typed as parts suppliers for Optimus have their headquarters.
Audited establishments belong to Tuopu Group, Sanhua Intelligent Controls and Joyson Electronic. All 3 companies have already worked with Tesla for years to manufacture electrical cars.
Audit in Ningbo factories
The visit of Tesla engineers had 1 goal – to check whether the production lines of Chinese partners were able to meet the requirements of the serial construction of the humanoid robot. The audit was a typical procedure prior to the submission of contracts for parts.
According to service informers, the talks afraid both manufacturing capacity and transportation schedule. Tesla gave a clear signal that the minute was coming erstwhile Optimus would cease to be a investigation task and become a serial-produced product.
Tuopu Group is 1 of the largest Chinese manufacturers of electrical car components – including thermal systems and chassis components. The company has been providing components for Model 3 and Model Y for years.
Sanhua Intelligent Controls specializes in expansion valves, air conditioning controllers and cooling systems. In the case of a humanoid robot, her know-how may be useful erstwhile managing engine and battery temperature.
Joyson Electronic operates in the automotive electronics and safety systems segment. Experience in miniaturization and integration of components can be useful erstwhile assembling limbs and robot head.
Why these companies
The expert quoted by the Shanghai Securities News points out that Tesla deliberately chooses companies that already have double competence. On the 1 hand, they make their own robotics projects, on the other, they have been proven co-operators in the supply chain of electrical vehicles for years.
Thus, the American maker can shorten the time to implement fresh components and avoid risks associated with completely unknown partners. The trust developed in the construction of cars is now to benefit robots.
According to the expert, Chinese automotive companies have been switching part of their production capacity to humanoid robot components for respective years. As Optimus's production capacity increases, request for specified parts will grow significantly.
From Cars to Robots
This is not the first case erstwhile the Chinese automotive supply chain is moving smoothly into the robotics world. Companies like Tuopu Group have already invested in the production lines of actuators and gears, which can be successfully mounted in both the car and the two-legged machine.
For Tesla, this means that it is possible to get finished components without having to build factories from scratch. For Chinese suppliers – a chance for new, high-margin contracts at a time erstwhile the marketplace for electrical cars is becoming more saturated.
Although Optimus remains in the prototype phase, his fresh presentations showed advancement in the precision of moves and ability to execute simple tasks independently. The mass production Tesla talks about can affect the labour marketplace in warehouses and factories.
Benefits for suppliers
If the audits are successful, Tesla can shortly pass on the first orders to Chinese companies. For companies with Ningbo, this would mean gross diversification and entry into the group of component suppliers for humanoid robots.
Source: 36kr.com
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