Nan Fang Du Shi Bao·2025-10-23 04:04Core Insights - Tesla's CEO Elon Musk announced that the plan for mass production of the humanoid robot Optimus has failed, stating it is "almost impossible" to manufacture this year [1] - Musk previously set ambitious production targets of 5,000 units by 2025 and 50,000 units by 2026, which are now deemed unrealistic [1] Technical Challenges - Musk emphasized the significant engineering challenges in creating a robot with dexterous hands similar to humans, noting that the complexity of human hands makes it a daunting task [4] - Many domestic robotics companies have opted for simpler two-finger or three-finger grippers due to the difficulties in developing dexterous hands [4] Supply Chain Issues - The lack of an existing supply chain for humanoid robots poses a major challenge for Tesla, requiring the company to vertically integrate and manufacture its own components [5] - Tesla's engineering team for Optimus consists largely of members from the automotive department, which provides a foundation for the robot's development [5] Production Roadmap - Musk provided a revised production timeline, expecting to unveil the third generation of Optimus in Q1 2026, with plans for a production line capable of producing one million units annually by the end of 2026 [6] - The company is prepared to increase capital expenditures significantly, with an estimated $9 billion for this year and even higher figures for 2026 to support growth in AI and robotics [6]