Humanoid robots are about to deliver big results: Tesla's Optimus production line begins operation, Chinese manufacturers account for 97% of global shipments

On October 21, Tesla announced that Optimus has begun production at a mass-production line at its Fremont, California factory. The line was converted from the old Model S and Model X lines in 46 days and is designed for an annual capacity of 1 million units. In the first half of this year, global humanoid robot shipments totaled about 19,100 units, with Chinese manufacturers taking more than 97%, including about 8,400 units from AgiBot and about 5,900 from Unitree. Wang Xingxing moved his forecast for embodied intelligence's "ChatGPT moment" up from two to three years to as soon as one to two years.