Tesla(US:TSLA) Huan Qiu Shi Bao·2026-02-04 22:53Core Insights - Tesla's CEO Elon Musk has indicated a strategic shift towards humanoid robots, with a focus on leveraging China's manufacturing capabilities for the "Optimus" robot production [1][5] - The production line for Tesla's Model S and Model X will be repurposed for the manufacturing of humanoid robots, with a long-term goal of producing 1 million units annually [2] - The humanoid robot project is still in its early stages, with Musk expressing caution about its current performance and projecting a potential revenue scale of up to $10 trillion by 2027 [4] Manufacturing and Supply Chain - Tesla has been engaging with hundreds of Chinese component suppliers for over three years, indicating a strong reliance on China's rapidly developing robotics supply chain [5] - Approximately 50% to 70% of the manufacturing capabilities and core component production technologies in the humanoid robot sector are held by Chinese companies, with at least 55% of key components in the global supply chain sourced from China [5] - The U.S. leads in AI technology ("brain") while China dominates in manufacturing capabilities ("body"), creating a clear division in the global humanoid robot market [6][7] Technological Development - The U.S. is advancing the intelligent upgrade of robots through AI platforms, focusing on "physical AI" to enable autonomous actions in the real world [6] - Chinese companies have established a complete supply chain for producing core mechanical components necessary for humanoid robots, although they still have room for technological improvement [7] - Current assessments suggest that both the U.S. and China need to continue investing in R&D to enhance the technical capabilities required for humanoid robots, making it premature to predict the future competitive landscape [7]