Jing Ji Ri Bao·2025-04-27 22:40Group 1 - Tesla CEO Elon Musk announced his intention to focus on Tesla's operations starting in May, coinciding with the company's expansion in the robotics sector, aiming for a tenfold increase in humanoid robot production next year [1] - Tesla plans to have thousands of Optimus humanoid robots operational in its factories by the end of this year, with a long-term goal of producing millions annually [1][2] - Taiwan's supplier, Heda Group, is establishing a "robotics division" to support Tesla's humanoid robot plans, focusing on key components such as planetary gear reducers and skeletal parts [1] Group 2 - Heda Group has officially joined Tesla's humanoid robot supply chain, with plans to produce critical components and aims to complete testing by the end of June [2] - Tesla has sufficient parts to produce 10,000 to 12,000 Optimus robots this year, but aims to produce 5,000 due to the integration of AI features, with a target of 50,000 units next year [2] - To mitigate risks from US-China tensions affecting rare earth supplies, Tesla is collaborating with mainland China to secure licenses for using rare earth permanent magnets in Optimus production [2] Group 3 - Alliance Robotics, with over 35 years in the industrial robot market, has joined the NVIDIA Omniverse technology platform and is actively entering the humanoid robot market [3] - Alliance Robotics is developing key components for humanoid robots and is pursuing strategic partnerships within the supply chain [3]