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In its annual shareholder meeting materials, Tesla confirmed in writing for the first time that the third-generation humanoid robot Optimus is ready for mass production, but did not announce a specific mass production timeline. The related report also noted that Tesla has not fully overcome the three challenges of the dexterous hand, the supply chain, and the embodied brain, and that the original goal of producing 50,000 to 100,000 units in 2026 is basically impossible to achieve. The report also mentioned that in the first half of this year, global humanoid robot shipments exceeded 22,000 units, a year-on-year increase of nearly 300%, and that domestic companies such as Unitree, UBTECH, and AgiBot have entered the mass production stage. There is currently no follow-up mass production timetable or disclosure of progress.
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Oct 22
36Kr · AISelected
The first batch of mass-produced Tesla Optimus robots rolls off the line; Musk says reaching 20,000 units per week will take another year
In its business update report, Tesla confirmed for the first time that Optimus has begun production on a high-volume production line at the Fremont factory, and what rolled off the line is the first batch of products with mass-production quality. On the earnings call, Musk said that reaching a rate of 20,000 units per week and an annualized one million units will take at least another year or even longer; the external delivery timing is set around the end of 2027, and initially only industrial scenarios will be pursued. He also mentioned that the hand design has not yet been finalized, training data is accumulated through robots playing against themselves, AI5 is planned to be integrated into the robots in April next year, and its computing power is about an order of magnitude higher than AI4.