The supplier's country of origin or geographical origin does not constitute an exclusion criterion,a Tesla executive said in a social media post on Wednesday,which came after a Wall Street Journal report claimed that the US electric carmaker now requires its suppliers to avoid using China-made components in its US-built cars.
"Whether in the US,China,or Europe,Tesla employs the same rigorous and objective standards in selecting suppliers across all its global production sites,based entirely on quality,total cost,technological maturity,and long-term supply continuity,"Tesla Vice President Grace Tao Lin wrote in a post on Sina Weibo."The supplier's country of origin or geographical location does not constitute an exclusionary criterion."
The post came after The Wall Street Journal on November 15 claimed that Tesla is requiring its US suppliers to exclude China-made components.Earlier this year,the company decided to stop using China-based suppliers for US-made cars.Some components have already been replaced,and Tesla plans to switch all remaining parts to non-China sources within the next year or two,the report claimed.
Notably,Tao's comments on Wednesday accompanied by a previous post from Tesla's official Sina Weibo account on May 6,2025."We are proud to work with over 400 supply chain partners in China to pursue the best quality,highest efficiency,and optimal cost,creating the best products for millions of users in the domestic,Asia-Pacific,and European markets,"Tao wrote in that post."We are also honored to have integrated over 60 of these suppliers into Tesla's global procurement system,helping them reach a broader global stage."
The Tesla executive also highlighted in her previous Weibo post that Chinese domestic consumers can purchase the Model 3 and Model Y at the world's lowest prices thanks to the Shanghai Gigafactory and its advanced manufacturing.
Tesla currently has two Gigafactories in China:the Shanghai Gigafactory,which began production in 2019,and the Shanghai Energy Storage Gigafactory,which started production in February 2025.Both play a key role in the company's global operations.
According to a statement Tesla sent to Global Times on October 23,the company's total revenue in the third quarter of 2025 rose 12 percent year-on-year to a record$28.1 billion,with the Shanghai Gigafactory continuing to serve as Tesla's global export hub and supporting expansion in the Asia-Pacific market.
A recent analysis of China's passenger car market for October 2025,released by the China Passenger Car Association,showed that Tesla China's wholesale sales reached 61,497 units,ranking seventh among major passenger car manufacturers.Of these,38,562 units were Model Y and 22,935 units were Model 3.
In the energy storage segment,the statement said Tesla has deployed 12.5 gigawatt-hours of products,with production from the Shanghai Gigafactory continuing to drive business growth.The company's energy storage business achieved record deployments,gross profit,and margins.Tesla CFO Vaibhav Taneja also noted in Wednesday's earnings call that the energy storage business continued to deliver record deployments,gross profit,and margins.
