On April 11, the leader of a Tesla parts supplier remarked that, while the current impact of tariffs on vehicle prices remains insignificant, the longer-term perspective suggests that escalating prices could dampen consumer purchasing intent. This executive voiced concern over a potential future decline in end-user demand, which might result in a reduction of orders. Regarding whether Tesla would transfer tariff costs to its suppliers, several enterprises within the supply chain have adopted a cautious wait-and-see approach, indicating that customers might adjust pricing strategies once policies become clearer. Notably, a Tesla Tier 1 supplier explicitly stated that they would not accept cost pass-through, as the company already has an internal profit margin plan in place. In anticipation of potential risks, several suppliers are actively exploring and expanding into new business ventures.