
On November 7th, Tesla officially announced that the pilot production line for its Optimus humanoid robot has begun operating at its Fremont factory, with a larger production line for the third-generation humanoid robot scheduled for completion and production in 2026.
The official statement said that they are currently testing various usage scenarios at the factory and Tesla offices. Once the robot is mass-produced, the cost per unit is expected to be kept below $20,000.
In his Q3 earnings call in October, Musk confirmed that the design finalization of the third-generation Optimus humanoid robot would be delayed until Q1 of next year. A Tesla supply chain source revealed that Tesla originally planned to finalize the third-generation robot's technical solution and begin mass production earlier this year. This supplier is expected to receive orders worth hundreds of millions of dollars, for which they have invested hundreds of millions of dollars and hundreds of people in research and development for nearly three years. This humanoid robot has previously demonstrated kung fu skills, egg-collecting, and very slowly delivering popcorn. Musk revealed plans to increase the robot's annual production to one million units. "Optimus could be the most important product in history; I think it has tremendous potential."