Tesla's Third-Generation Optimus to Enter Mass Production

[Product Launch] Tesla's third-generation Optimus humanoid robot will debut in Q1 2026, with mass production targeted to begin by the end of that year.

Core Strategic Shift: Production Lines Pivot to Robots, Targeting Annual Capacity of Millions

Tesla plans to gradually discontinue Model S/X production in Q2 2026 and convert its Fremont factory assembly lines exclusively for robot manufacturing. Initial annual capacity is set at 50,000 units, with a long-term goal exceeding 10 million units annually by 2030.

Key Specifications: Major Leaps in Biomimetic Design and Intelligence

The new-generation Optimus increases hand degrees of freedom from 11 to 22, achieving fingertip precision of 0.08 millimeters; walking speed improves by 30% to 1.2 meters per second, and it supports autonomous balance recovery within 0.2 seconds; integrated with the Grok voice system, it features multilingual interaction and human behavior imitation learning capabilities.

Foundational Strategy: Independent Supply Chain + First-Principles Redesign

The robotics business will utilize a supply chain entirely separate from Tesla’s automotive operations, with all components re-engineered from the ground up based on first-principles thinking. While this approach favors long-term optimization, it may extend the production ramp-up timeline.