Exposed Tesla robot is about to mass-produce Optimus nearing finalization
Exposed Tesla robot is about to mass-produce Optimus nearing finalization
[TechWeb] October 14, according to the 21st Century Economic Report, on the evening of October 12, Tesla's core robot supplier Xinjian Drive released a reply to the gem listing review inquiry, which said that Tesla's robot design plan was close to finalization and was about to enter the mass production cycle.
Xinjian Drive said that screws, linear drive joints, dexterous hand linear electric drives, etc. are the core transmission components of humanoid robots, and the cost is relatively high. With the rapid explosion of the humanoid robot industry, related products will synchronously gain market increment.
A number of brokerage analysts said that Xinjian Drive is a Tier 1 supplier of humanoid robot Tesla zippers. In January this year, Xinjian Drive launched listing counseling. In June, its gem IPO application was accepted, and CITIC Securities acted as a sponsor.
The company sorted out in the reply file that Tesla's published patents mainly involve actuators, knees, dexterous hands, batteries, heat dissipation, charging, etc. "Through Tesla's patents in robotics, the hardware design plan of the robot is gradually clarified".
According to the disclosure, the current Optimus V3 robot design can already be demonstrated, and mass production is planned to start by the end of 2026; Tesla has transformed the original Tesla Model S/Model X automobile production line at the Fremont plant in the United States for mass production of Optimus V3 robots, with a long-term production capacity target of 1 million units/year. The transformation of the production line is currently underway.
In addition, Tesla is preparing to build the Texas Gigafactory, planned to start construction in 2027, which will be used for mass production of Optimus robots, with a long-term capacity target of 10 million units/year.
It is worth mentioning that although the mass production signal is clear, there are still hard bones to be gnawed on the way to large-scale delivery of Tesla robots.
In a recent interview, Tesla CEO Elon Musk bluntly stated that dexterity is the biggest bottleneck in Optimus' mass production. The V3 version of the dexterous hand has 22 degrees of freedom. The tendon rope transmission scheme and tactile sensors are installed. The hands and forearms are filled with micro-screws, hollow cup motors and sensors. A single value accounts for 20% of the entire machine, but the assembly difficulty is the most difficult. Up to now, these precision components still rely on manual assembly by workers, and the accuracy and consistency of some automated assembly stations are not up to standard.
Musk defines Optimus as “the most difficult product Tesla has ever mass-produced,” because almost all parts of a humanoid robot are new, there is no ready-made supply chain, and a large number of links can only be completed within the company.