Tesla has recently clarified its latest roadmap in the field of embodied intelligence: the third-generation humanoid robot (Optimus Gen3) is expected to officially debut in mid-2026, with production planned to start in July to August of the same year.
This schedule is delayed compared to the previous quarterly report's expectation of "launching in the first quarter," but its strategic ambition has been further expanded. Tesla emphasized that Optimus will be its largest product to date, and the Model S/X production line at the Fremont factory will be transformed into a dedicated robot production line. It is expected to achieve mass production by the end of 2026, with an ultimate annual production capacity of 1 million units.
On the technical side, the third-generation version will undergo deep iteration based on the existing Gen2, focusing on upgrading the hand design and integrating more advanced AI algorithms. With a 22-degree-of-freedom dexterous hand and the "observe-and-imitate" behavior cloning capability, Optimus is moving from basic walking to complex tasks. According to the plan, this product will enter external scenario testing next year. At the same time, Tesla is preparing the second-generation production line at the Texas Super Factory, with a long-term production target of up to ten million units.
