Tesla's Robotics Sprint to Increase Output 10-fold Next Year, Allied, Hota and Others Expected to Benefit
Tesla CEO Musk announced that from May to fade out the Trump government efficiency department position, focus on Tesla operation, Tesla in the official website released the robotics department to expand the recruitment of information to meet Musk strong return to build a robotics empire, the goal of next year's production of its humanoid robots should be increased by ten times compared to this year. Tesla sprint robotics business, legal person is optimistic, alliance, and big suppliers are expected to benefit.
Musk has deep confidence in the development of robotics, more recently in the first quarter earnings meeting, the first time to the outside world to show the humanoid robot Optimus trial production line located in Fremont, California factory. Musk plans to put thousands of Optimus humanoid robots into operation at Tesla factories by the end of this year, and to mass produce millions of them annually in the near future.
China's Taiwan supply chain, in line with Tesla's plans to expand humanoid robots, Hota announced that it will set up a “Robotics Division”. The chairman of Hota Group, Mr. Kuo-Rong Shen, said that in addition to supplying Tesla with planetary gearboxes, which are the key components of Tesla's joints, the group will also enter into the axes of humanoid robots, and the group will set up a robotics business unit to specialize in humanoid robots.
Hota Group was invited by Tesla earlier to join the production of planetary gearheads, a key component of humanoid robots, and has already sent samples of the relevant products. The latest progress is that the tests are expected to be completed by the end of June, and Hota announced that it has officially joined the supply chain of Tesla's humanoid robots. It is reported that Tesla has enough parts to produce 10,000 to 12,000 units of Optimus this year, but due to the introduction of AI functions and other high-level applications, the internal production target is set at 5,000 units, and it is expected that next year's production volume will increase by ten times to 50,000 units, and will reach more than one million units per year in a few years' time.
Musk full sprint robot, in order to prevent the U.S.-China standoff led to rare earth supply upset affect Optimus mass production, Tesla is working with mainland China to obtain permission to use rare earth permanent magnets, and these permanent magnets will be used in the production of Optimus, to ensure that the production of the production is not at risk.
Musk has ambitions in the field of robotics, Tesla even released as many as 78 job vacancies on its official website, and Ashish Kumar, head of Optimus AI, and Julian Ibarz, senior manager of Optimus AI, even posted recruiting dynamics on the X platform, all indicating that Tesla is starting to accelerate the building of its robotics empire, with the goal of increasing the production of The goal is to increase production of humanoid robots tenfold by 2026.
In terms of supply chain, Allied has been deeply cultivating the industrial robot market for more than 35 years, and has joined Phaidon's Omniverse technology platform to become its partner in 2023, and together with its subsidiary Allied Ying, which is a gearhead manufacturer, the company will produce and ship mass production, and will actively cut into the humanoid robot market.
Mr. Sun said that the company has already started the application layout of humanoid robots, product development and strategic cooperation in the industry for the important key components of robots, and actively entered the supply chain system of humanoid robots.