Domestic planetary roller screws are expected to be the first to enter Tesla's fixed point

Judging from the order in which Tesla's domestic suppliers enter the designated position, planetary roller screws are expected to be the first. Before Tesla adopted the planetary roller screw solution, there were almost no mass production lines in the world, and overseas companies such as Schaeffler (GSA) and Bosch did not have obvious advantages. Domestic companies such as Hangzhou Xinjian are at the same or even slightly higher progress as overseas companies, and have the advantage of priority mass production. Due to the difficulty of processing planetary roller screws, they will become the most expensive hardware in robots in the future. Overseas competitors are relatively weak, and domestic companies are expected to be the first to obtain Tesla's designated position.