IC693CBL313 Industrialization breakthrough
Located in Hangzhou Bay, two important Tesla auto suppliers – Sanhua Intelligent Control and Topu Group, and Tesla Shanghai Gigafactory in Shanghai Lingang across the bay. The two companies are the solid foundation behind half of Tesla’s global electric vehicle production and delivery capacity. Accordingly, benefiting from the rise of Tesla’s electric vehicle business in the past decade, the two companies together have become an important new force in Chinese car manufacturing.
Since 2023, as Tesla’s humanoid robot is getting closer and closer to mass production, the two IC693CBL313 companies have also become the right-hand arm of Tesla’s humanoid robot layout, and have undertaken the trial production of Tesla’s robot-related components.
In April 2023, Sanhua Intelligent Control mentioned “bionic robot” for the first time in its 2022 fiscal year report, making it clear that the development of bionic robot electromechanical actuators is the company’s focus area, and that the company will strive to go to the era of “machine generation”.
Subsequently, Sanhua Intelligent Control repeatedly mentioned the business trend of “the company’s bionic robot” in its disclosed investor exchanges.
For example, the company clearly mentioned in a recent communication that the company’s actuators include two types of “straight line” and “rotation”, and the accessories need to be adapted to the size of the human body, and the movement needs to be adapted to the characteristics of human movement.
Coincidentally, Topu Group, another Tesla Tier1 supplier, also repeatedly “hinted” last year that it had been suppIC693CBL313 orting the mass production trial production of Tesla humanoid robots, including the research and development characteristics and mass production progress of the two types of actuator assemblies of “straight line” and “rotation”.
In addition, the Topu Group also revealed that Tesla had given extremely optimistic production guidance.
Due to non-disclosure agreements, Tesla’s Tier 1 suppliers cannot “identify themselves.” However, Wu Jianshu, chairman of the top Group, revealed in investor exchanges that the company has cut into the robot industry with “important customers”, and has asked the company to improve trial production capacity, and the company is also investing a lot of capital to support large-scale trial production of the corresponding tooling production line.
“The ‘customer’s’ request to us is to complete 500 robots by the end of the year, hand-manufacturing for tooling molds. In the first quarter, 100 units per week climbed, in the second quarter to 3,000 units per week, such a figure is also very surprising to us.” Wu Jianshu said at an investor meeting last year.
