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Tesla Optimus said to be ready for large-scale mass production, supply chain component demand expected to be unlocked

36Kr Embodied Intelligence

Tesla has revealed that its third-generation humanoid robot Optimus is ready for large-scale mass production. Industry experts believe that if Optimus smoothly enters the mass production ramp-up phase, it is expected to drive demand for components such as actuators, reducers, and sensors, and many upstream manufacturers have already prepared production capacity in advance. Hardware reliability, the generalization capability of physical AI algorithms, cost control, industry compliance standards, and the building of data closed loops remain the core constraints on the industry's development. (Shanghai Securities News)

Part of the event: Tesla says Optimus is ready for mass production

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