Musk: The number of humanoid robots will exceed that of humans, and the entire sector will become the world's largest industry
Tesla CEO Musk said at the earnings call that the entire humanoid robot sector will become the world's largest industry, and in the future the number of humanoid robots on Earth may even exceed the number of humans. Optimus has begun production on the high-volume production line at the Fremont factory, which is planned to have an annual capacity of 1 million units, while the second production line in Texas has a long-term design annual capacity of 10 million units. Musk said Optimus is expected to be supplied externally only after remaining design, reliability, and service life issues are resolved by the end of 2027.
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Fast Technology, October 22 news: According to Cailianshe, on Wednesday US Eastern Time, Tesla CEO Musk said at the earnings call that he firmly believes the entire humanoid robot track will become the world's largest industry, and that in the future the number of humanoid robots on Earth may even exceed the number of humans.
Musk said: "By that point, we will be able to deliver Optimus to companies other than Tesla."
Tesla's latest financial report shows that the Optimus robot is in a critical stage of moving from R&D to mass production.
Tesla said in the financial report: "Optimus has begun production on the high-volume production line at the Fremont factory. The robots coming off this line are the first mass-production-quality robots we have manufactured. Although we will continue to iterate on hardware and manufacturing processes, we have proven that Optimus's current manufacturing process is suitable for commercial products."
It is understood that the dedicated humanoid robot production line at the Fremont factory in California is planned to have an annual capacity of 1 million units, while Tesla is preparing a second robot production line at the Texas Gigafactory, with a long-term designed annual capacity of 10 million units.
But Musk said this production line will need about a year or even longer to reach the target capacity of 20,000 robots per week.
He also said Tesla plans to integrate the AI5 chip into Optimus, and if all goes well, the related work is expected to be completed in April next year. This chip's computing power far exceeds AI4, and Tesla has reduced AI5's memory configuration for Optimus's use scenarios.
Musk expects Tesla will be able to resolve the robot's remaining design, reliability and service life issues by around the end of 2027, and only then will it supply Optimus externally.
He said the robot's early application scenarios are concentrated in the industrial field, mainly for high-risk, repetitive operations that need to be performed around the clock.
Before that, Tesla plans to release a video showing Optimus completing tasks that are not pre-programmed, and the related video will probably take another one or two months to come out.
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