成本压到 13.9 万元！特斯拉 Optimus Gen 3年底启动量产计划！

Core Viewpoint - Tesla is undergoing a significant strategic transformation in 2026, shifting focus from traditional automotive production to becoming a $25 trillion AI company, with a strong emphasis on the mass production of the humanoid robot Optimus Gen 3 [1][14]. Group 1: Optimus Gen 3 Development - The Optimus Gen 3 robot is set to debut in Q1 2026, featuring significant advancements over previous models, including a new high-flexibility hand design and an upgraded AI brain capable of autonomous learning through observation of human actions [3][11]. - The production line is being restructured to accommodate the modular assembly of robots, with a target to achieve mass production by the end of 2026, aiming for an annual output of one million units [13][17]. - The cost of producing each Optimus Gen 3 unit is projected to be under $20,000, approximately 139,000 RMB, due to in-house developed actuators and a vertically integrated supply chain [13][14]. Group 2: Market Challenges and Strategic Shifts - Tesla's Model S and Model X, once flagship models, now contribute only 3% to total deliveries, prompting a strategic pivot towards the Optimus robot as a new growth driver [14][17]. - In 2025, Tesla faced significant performance pressures, with a 3.1% decline in Q4 revenue and an 8.6% drop in annual deliveries, necessitating the search for new growth avenues [17][19]. - The company is investing $2 billion in xAI to enhance its AI capabilities, focusing on the core algorithms for autonomous driving and humanoid robots, indicating a deep commitment to AI as a strategic priority [23]. Group 3: Competitive Landscape - Tesla identifies China as its main competitor in the humanoid robot sector, with projections indicating that Chinese humanoid robot sales could reach 28,000 units in 2026, a 133% increase year-over-year [20][21]. - The company plans to invest over $20 billion in 2026, focusing on AI infrastructure, battery supply chains, and AI chip development, positioning itself to leverage its technological advantages in the AI domain [23].