Tesla's Cybercab, a purpose-built Robotaxi, has begun a public tour in Beijing and Shanghai, marking its first appearance in mainland China. The vehicle, which started operations in parts of Austin, Texas, earlier this month, is designed from the ground up for autonomous driving, with no steering wheel, pedals, or traditional mirrors, according to a report by Gasgoo (盖世汽车), republished by D1EV (第一电动).
The Cybercab's architecture shifts the supply chain's focus from mechanical components to electronic and software-driven systems. Key areas include steer-by-wire, visual perception, onboard computing, and communication links, all optimized for high-frequency operation. The vehicle's powertrain is a 163 kW (about 218 hp) front-mounted electric motor, prioritizing efficiency over performance, with a 47.6 kWh battery pack and a 48V low-voltage architecture to reduce weight and copper usage.
Supply chain: vision and computing
For perception, the Cybercab uses eight external cameras and one interior camera, continuing Tesla's vision-based FSD approach. Lianchuang Electronic (联创电子), a supplier for Tesla's HW 4.0 platform, provides the 8-megapixel front cameras. The FSD chip is fabricated by Samsung Electronics using a 7nm process. The vehicle also integrates a Starlink V5 satellite communication antenna, supplied by SpaceX, for connectivity.
In the cabin, the Cybercab is designed as a passenger-focused terminal, with a 22-inch central touchscreen built on Epic Games' Unreal Engine. The absence of driver controls increases reliance on redundant systems for steering and braking. Nexteer has confirmed its steer-by-wire production capabilities, aligning with the Cybercab's needs for L4 Robotaxi applications.
Manufacturing employs Tesla's Unboxed process, using large castings and modular structures to reduce complexity and repair costs. Suppliers like IKD (爱柯迪) are involved in aluminum die-casting. Tesla has stated an installed annual capacity of over 125,000 units at its Texas factory, though production is still ramping up.
Implications for the industry
The Cybercab's native Robotaxi design redefines supplier value, with Tesla maintaining control over core systems while relying on partners for specialized components. This trend, as noted by Gasgoo, suggests a broader industry shift toward high-reliability electronic and software components in autonomous vehicles.
The vehicle is currently on static display in China only, with no plans for local sales or Robotaxi operations. Tesla has self-certified the Cybercab under US federal safety standards, which are still under review by regulators.
