Tesla's production Optimus debuts at CIIE; Fremont line has started production

On November 5, Tesla showcased its first production version of the humanoid robot Optimus at the 9th China International Import Expo, presenting its deployment directions through scenarios such as carrying luggage, dog walking, and factory sorting. Tesla said the mass-production line at its Fremont factory has started production, and the units rolling off the line are commercially viable versions, but at this stage they will be kept for internal factory use for material handling, sorting, and inspection, and will not be sold externally for now. At the Q3 earnings call, Musk said it will take at least more than a year to reach a steady-state capacity of 20,000 units per week, that the long-term target for per-unit cost is $20,000 to $30,000, and that the biggest current engineering bottleneck is the dexterous hand.