Humanoid Robots Poised for a Major Breakthrough: Tesla Optimus Begins Mass Production, Chinese Manufacturers Capture 90% of Global Shipments

In its Q3 2026 earnings report, Tesla announced that Optimus has started production on a mass-production line at its Fremont, California factory. The line was converted from the former Model S and Model X lines in 46 days and is designed for an annual capacity of 1 million units.