Primary supplier across Tesla’s full product ecosystem: cabin PCBs for Model 3/Y, supercomputer PCBs for Model 9, embedded-chip PCBs for main drive inverters (per-vehicle value exceeding RMB 1,000).

Investor summaryBullish

A Chinese PCB supplier details its deep integration across Tesla's ecosystem, supplying boards for Model 3/Y, Model 9, and inverters.

Bull points

Tesla's supply chain is deeply integrated across its full product ecosystem, including vehicles and supercomputers.
High per-vehicle component value (over RMB 1,000) reflects strong cost-efficiency and localization.

TSLA半导体电动车

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