Gasgoo Munich- On Feb. 2, Tesla revealed via its official Weibo account that the third-generation humanoid robot, Optimus, is set to debut, with plans to scale annual production to 1 million units. According to internal sources, Tesla has begun adjusting production lines at its Fremont, California, factory to achieve this goal. The lines currently producing Model S and Model X vehicles will be gradually converted for dedicated humanoid robot manufacturing, with mass production slated to start before the end of 2026.
Image source: Tesla
This line adjustment signals that Tesla is systematically redirecting some of its high-end vehicle capacity toward the emerging field of humanoid robotics. Internal details suggest the robots will operate on a supply chain completely separate from the automotive business, with every component redesigned from first principles. While that approach promises long-term gains in cost and performance, it could also mean a steeper production ramp-up compared to established car models.
As a landmark case of an automaker expanding into the broader robotics space, Tesla’s initiative serves as both a concentrated deployment of its AI and automation prowess and a potential redefinition of future smart manufacturing and labor. Whether the company can hit its 1 million-unit target by 2026 will serve as a key milestone for assessing the viability of its humanoid robot strategy.
