6 月底，埃隆·马斯克评审通过了第三代 Tesla Optimus（Optimus Gen 3）人形机器人项目 [1]。该项目虽经历多次延期且硬件设计仍在迭代优化中，但目前已初步定型并进入具体订单阶段 [1]。针对供应商产能建设，马斯克下达了明确指令：要求供应链在 9 月将周产量提升至 1000 台，并在年底前达到每周生产 2000 至 2500 台的目标 [1]。若未能达成上述年底的量产指标，采购团队将面临被解雇的风险 [1]。
目前供应商已收到数百台的订单，并正在加速产能爬坡 。预计到了今年年底，供应链将具备每年向特斯拉供应 10 万台 Optimus 零部件的能力 。在硬件规格方面，Optimus Gen 3 机身拥有 38 个自由度，单只手配备 22 个自由度，其关键执行器体积较上一代缩小了约 10%。
尽管技术落地与 AI 能力仍是外界关注焦点，但 Optimus 目前主要在汽车工厂的点胶、组装及搬运等封闭场景进行作业 。特斯拉方面暂无明确对外销售机器人的计划 。
Tesla has preliminarily finalized the design of its third-generation Optimus humanoid robot following a review by Elon Musk at the end of June, which mandated that the supply chain achieve mass production targets before year-end. The company requires suppliers to ramp up weekly output to 1,000 units in September and reach between 2,000 and 2,500 units per week by December . Failure to meet these capacity goals will result in the dismissal of the procurement team .
Although the project has faced multiple delays while hardware designs continue to undergo iterative optimization, suppliers have already received specific orders for hundreds of units in August [1] and are currently capable of producing 100,000 Optimus components annually by year-end . The third-generation model features a body with 38 degrees of freedom and hands each possessing 22 degrees of freedom; its key actuators are approximately 10% smaller in volume than those of the previous generation .
Currently, the Optimus robots operate primarily within closed environments to perform tasks such as dispensing glue, assembly operations, and material handling at Tesla's automotive factories . There is no explicit plan for external sales of the robot at this time , though its technical implementation and artificial intelligence capabilities remain focal points for observers outside the company.