Tesla(US:TSLA) Guan Cha Zhe Wang·2025-11-05 00:13Core Insights - Tesla is seeking to diversify its supply chain by negotiating with suppliers outside of China, particularly in response to the impact of U.S. tariffs on its energy business [1][2] - Samsung SDI is in talks with Tesla for a potential battery supply deal valued at over 3 trillion KRW (approximately 14.85 billion RMB), which would signify a significant move towards reducing reliance on Chinese suppliers [1] - Tesla's energy business has shown strong growth, with Q3 revenue increasing by 44% year-over-year to reach 3.42 billion USD, marking the 13th consecutive quarter of record revenue [1] Company Developments - Tesla's CFO Vaibhav Taneja indicated that the company is actively looking for alternatives to its current suppliers, which are predominantly Chinese, as all of its energy storage batteries are currently sourced from companies like CATL [1] - In addition to potential collaboration with Samsung SDI, Tesla has also signed agreements with Samsung Electronics and LG Energy Solution for chip and battery supply in recent months [1] - CATL continues to supply Tesla's Shanghai factory with battery cells and packs, and discussions have occurred regarding increasing supply as Tesla's energy business expands [2] Industry Context - Ford has also announced plans to collaborate with CATL, investing 3.5 billion USD to establish a lithium iron phosphate battery factory in Michigan, which is expected to produce batteries for 400,000 electric vehicles annually by 2026 [2]