Tesla Announces Major Launch of Third-Generation Optimus Robot, Targeting Production of One Million Units Annually

Breaking news has emerged regarding Elon Musk and his humanoid robot project. Today, Tesla, the company owned by the world’s richest man, officially announced that the third generation of its humanoid robot, Optimus V3, will soon be unveiled, with an expected annual production of one million units. This announcement has triggered significant movement in the A-share humanoid robot sector, with Mold Technology experiencing a sharp rise, even reaching its trading limit at one point.

Musk previously indicated that the third generation of the humanoid robot will be remarkable, potentially becoming available to the public by the end of 2027. Analysis from various institutions suggests that the launch of Optimus V3 will lead to a substantial enhancement in equipment performance, likely accelerating demand in both industrial and consumer scenarios, thus expanding the market for humanoid robots.

With the announcement of Optimus V3, Tesla stated that this versatile humanoid robot will learn new skills by observing human behavior, and can execute tasks through demonstrations, verbal instructions, and video displays. The company also highlighted that this robot will not rely on any existing supply chain systems; instead, the team has redesigned it from first principles. According to Tesla AI, this is the company’s first robot to enter mass production.

Following the announcement, the A-share humanoid robot sector saw widespread gains, with Mold Technology initially hitting its price cap before easing back, closing with a 6.94% increase. Other companies such as Wuzhou New Spring, Tianqi Co., Keda Intelligent, Guoji Precision Engineering, Haozhi Electromechanical, and Shiyun Circuit also saw their stock prices rise.

Insiders from Tesla revealed that the production line for the Model S/X at the Fremont factory will be converted to produce humanoid robots, with mass production expected to start by the end of 2026. The ultimate production capacity is planned to reach one million units. Since the humanoid robot has a completely independent supply chain, all components are designed based on first principles, implying that its ramp-up period for mass production may be longer than that of automotive products.

Earlier, Tesla had released two generations of Optimus humanoid robots. The first generation, named Bumble C, was showcased at the second AI Day in 2022, capable of walking, waving, and performing simple lifting tasks, marking the transition of the project from concept to engineering phase. Tesla also presented a more production-ready design of the first generation Optimus (Gen 1).

The second generation of the Optimus humanoid robot focused on function demonstrations, showing a 30% increase in walking speed compared to the first generation, a reduction in weight by 10 kg, and a new 22-degree-of-freedom dexterous hand capable of performing delicate tasks like “holding an egg with two fingers.” Between 2023 and 2024, Tesla demonstrated the robot’s capabilities in walking, object manipulation, and simple tasks in a factory setting, with plans to test the robot in battery sorting tasks in 2024.

During a recent earnings call, Musk stated that the third generation of humanoid robot will be exceptionally impressive, resembling a human closely enough that people might mistake it for one. At the World Economic Forum in Davos, he mentioned the potential for public sales of the Optimus robot by the end of 2027, noting that Tesla is already using some robots in factories for simple tasks. He anticipates that by the end of 2026, Optimus will be capable of performing more complex tasks.

Musk also revealed that the third generation humanoid robot will achieve a higher level of human-like appearance and is expected to make breakthroughs in the design of its dexterous hands and in the cognitive capabilities of its AI-powered brain.

Market analysts believe that the production capacity upgrade for Optimus V3 will serve as a catalyst for the humanoid robot industry chain. Orient Securities stated that the performance improvements of Optimus V3 are likely to drive breakthroughs in downstream application scenarios, further expanding the demand for humanoid robots. They expect that with the launch of V3, equipment performance will see a significant boost, facilitating faster growth in both industrial and consumer applications and creating new investment opportunities.

Recently, Morgan Stanley raised its forecast for humanoid robot sales in China for 2026, predicting a 133% year-over-year increase to 28,000 units, double the previous estimate of 14,000 units. They anticipate that sales will reach 262,000 units by 2030, based on the latest market data for 2025 and the current progress in the industry.