Tesla(US:TSLA) Zheng Quan Shi Bao Wang·2025-10-10 07:33Core Viewpoint - Tesla has decided to halt the production of its Optimus humanoid robots due to significant technical challenges, impacting its ambitions in the robotics sector and causing a decline in related stocks [1][2]. Group 1: Tesla's Robotics Challenges - Tesla's engineering team encountered major technical bottlenecks with the hand and forearm design of the Optimus robot, preventing it from achieving human-like dexterity [2]. - The company had previously paused the procurement of Optimus components to focus on improving the robot's hardware and software [2]. - Current hardware issues include overheating of the joint motors during heavy lifting, and the existing 2.3 kWh battery only supports less than 2 hours of operation, which is insufficient for industrial applications [2]. Group 2: Safety Concerns and Legal Issues - A safety incident involving a Tesla employee, who was injured by an Optimus robot, has led to a lawsuit seeking $51 million in damages, raising concerns about the safety protocols in place [3]. Group 3: Market Impact and Future Outlook - Initial production targets for Optimus were drastically reduced from 50,000 units to just a few hundred, with the current status being a complete halt in production [4]. - Despite the setbacks, there is still optimism in the robotics industry, with predictions of significant growth in domestic robot shipments by 2026, although current progress may fall short of expectations [4]. - The recent launch of Figure's humanoid robot, which utilizes innovative production techniques, has garnered attention and may indicate a shift in the competitive landscape of the robotics market [5].