Finding
The V4 cabinet is nearly all Tesla work from one US plant, and its device-level suppliers are not disclosed
The ring holds 13 supplier rows across seven layers: eight in-house, zero sole source, one China-supplied and five with the supplier not disclosed.
A near-fully in-house machine: power conversion, controller, software, the NACS connector, Magic Dock and the prefabricated skids are Tesla's, and US cabinets come from one plant in Buffalo, which is the single-site chokepoint. No teardown has been published, so power semiconductors, cooling, cables and card readers are undisclosed, and device-level China exposure cannot be assessed.
The ring
Who supplies each layer
In-house rows first in each layer, then sole, primary, second and multi-source suppliers. The left border shows the supplier country: red China, gold Japan, Korea or Taiwan, blue the US and Europe, gray not disclosed. Confidence: confirmed (company or filing), reported (credible press), inferred (deduced, not disclosed).
| Supplier | Component | Country | Plant or location | Relationship | Confidence | Evidence and links |
|---|---|---|---|---|---|---|
| Thermal | ||||||
| not disclosed | Cabinet cooling Cooling design and component suppliers not published; Tesla in-house design assumed - inferred | reported | inferred | none found | ||
| Power electronics and SiC | ||||||
| Tesla | AC/DC power conversion stages (1.2 MW cabinet, 400-1,000 V, up to 8 posts) Up to 500 kW per car and 1.2 MW for Semi; Tesla claims 3x power density over V3 (specs per TweakTown) | US | Buffalo, New York, US | in-house | confirmed | company release EV Charging Equipment |
| not disclosed | Power semiconductors (SiC or IGBT) No published teardown; candidates STMicroelectronics, onsemi, Infineon, Wolfspeed - inferred | multi-source | inferred | none found EV Power Semiconductors | ||
| not disclosed | Site transformer and switchgear Supplied per site by utility or contractor; candidates Eaton, Schneider Electric, Siemens, ABB - inferred | multi-source | inferred | none found Grid Equipment Supply Chain | ||
| Compute and AI chips | ||||||
| Tesla | Site controller and cabinet control electronics Tesla lists a site controller where needed; controller chip suppliers not disclosed | US | in-house | confirmed | company release | |
| Software and autonomy | ||||||
| Tesla | Power sharing, network software and app billing Powersharing across up to 8 posts | US | in-house | confirmed | company release Tesla Supercharger Network | |
| Structure and body | ||||||
| Tesla | Prefabricated 8-stall skids (cabinet plus posts) Two 4-stall blocks ship on one trailer; site deployed in about 4 days; skid fabricator not named | US | in-house | reported | permit drawings via press report | |
| Charging interface | ||||||
| Tesla | NACS (SAE J3400) connector design Posts also offered for CCS1, CCS2 and GB/T | US | in-house | confirmed | company release EV Charging Connectors and Standards | |
| Tesla | Magic Dock CCS1 adapter Standard on new V4 deployments | US | in-house | reported | press report | |
| not disclosed | Contactless card readers and central payment kiosks Readers on posts and site kiosks reported; terminal maker not named | multi-source | reported | press report | ||
| not disclosed | DC cable and connector manufacture Longer cable on V4 posts; maker not disclosed; Huber+Suhner (Switzerland) sells a liquid-cooled NACS cable - inferred candidate only | multi-source | inferred | none found | ||
| Final assembly | ||||||
| Tesla Gigafactory New York Parent: Tesla | V4 cabinet assembly (sole US build site) V3 cabinet production ended March 2026; automated V4 line reported but not confirmed by Tesla | US | Buffalo, New York, US | in-house | confirmed | press report EV Charging Equipment |
| Tesla Shanghai Supercharger factory Parent: Tesla | Supercharger hardware for China Opened 2021 with 10,000 units a year planned, mainly V3; whether it builds V4 cabinets is not disclosed | US | Shanghai, China | in-house | reported | press report EV Charging Equipment |
Sources
Sources and scope
- Scope
- Tesla V4 Supercharger cabinet supplier ring
- Sources
- ElectronsX flagship machine ring dataset: teardowns, company releases and filings, supplier disclosures and trade press; one source per row
- Updated
- 2026-10