Overview
- The Wall Street Journal, citing people familiar with the matter, reports Tesla has begun swapping out China-sourced components for U.S. factories and intends to replace the rest within one to two years.
- Tesla did not immediately respond to requests for comment, and Reuters said it could not independently verify the report.
- General Motors this week told thousands of suppliers to remove China-origin components from their supply chains, indicating a wider industry realignment.
- China Passenger Car Association data show Tesla’s China-made EV sales fell 9.9% in October to 61,497 units, while Shanghai output of the Model 3 and Model Y dropped 32.3% from September.
- Tesla has increased North American sourcing over the past two years as tariff swings, rare‑earth restrictions, and chip supply concerns heightened the need to reduce exposure to China.