Tesla reported Wednesday that revenues in 1Q fell 8.1% on the previous quarter – note Tesla’s shipments in 1Q16 were 3.4% lower according to Panjiva data. While its larger suppliers like Hon Hai (aka Foxconn) and Robert Bosch should be well set to help it deliver growth, critical to success will be whether smaller, but still important, suppliers including Amtek, Namdo Mold and Pektron will be able to grow with it.
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