On July 1st, Elon Musk, CEO of Tesla, shared a group photo of the team at his Fremont factory on social media, officially revealing the latest updates on the production line for the Optimus (Optimus) humanoid robot. This move marks that the new robotic production base, which was converted from the original Model S and Model X vehicle production lines, has officially entered operation.
In response to market speculation about the recent reduction in public demonstrations of Optimus, Musk stated that as a completely new product containing 10,000 unique parts, the initial production ramp-up speed of Optimus will be extremely slow, which is fundamentally different from traditional automobile manufacturing, and the exact annual output this year is difficult to predict.
According to Tesla's previous capacity planning and the timeline disclosed in the Q1 financial report, this "most advanced" embodied intelligent terminal, praised by Musk, is expected to start mass production in late July or early August this year. The initial low-volume production, which will start after the summer, is expected to transition to large-scale high-volume production only by 2027.
By transitioning from an automotive giant to embodied intelligent manufacturing, Tesla's move not only accelerates the "real-world application" process of artificial intelligence extending from software algorithms to physical entities, but also has the potential to bring profound changes to global automated supply chains and labor market structures.
