- Tesla has a well-established supply chain around Optimus, laying a solid foundation for the mass production of Optimus V3.
- Optimus V3’s unit manufacturing cost in H2 2026 is estimated to be above $60,000, with the newly designed 22-DoF dexterous hands accounting for nearly 20% of the total BoM cost.
- Tier 1 suppliers of Optimus V3 have been stepping up their production capacity in China and overseas to serve Tesla’s plan to make 20,000 Optimus robots per week in the near future.
- Compared with its early EV production ramp, Tesla is expected to roll out the 100,000th Optimus in a far shorter timeframe to generate billions of dollars in incremental revenue for its major partners.
Tesla’s first production EV model, the Roadster, was released five years after the company’s founding. In the following five years, the company’s global EV shipments steadily grew to reach over 20,000 units in 2013 and over 100,000 in 2017, before accelerating to the one-million milestone in 2022. Today, with Optimus V3, its first mass production robot, set to enter the market, Tesla is shouldering high expectations once more. It will be closely watched whether Optimus can replicate the glorious growth trajectory of Tesla’s EVs and evolve into the company’s core growth engine over the next decade.
