Tesla Optimus production capacity ramping up, humanoid robot component orders already booked through 2027

The article analyzes the mismatch in the humanoid robot industry: complete-robot makers are ramping up production capacity slowly, while upstream component orders are already booked through 2027. Tesla Optimus produced several dozen units per week in Q2 2026, climbed to several hundred units per week in August, and targets exceeding 1,000 units per week by year-end; meanwhile, core transmission component suppliers have received formal orders, with 2026 capacity guidance at the 100,000-unit level and a 2027 plan for 200,000 units annualized.