"As noted in a report from Sina News, media outlets across China have recently reported that Tesla has placed a $685 million (5 billion RMB) order for linear actuators from Sanhua Intelligent Controls. The components will reportedly be used for the production of Optimus, which will likely be mass-produced in its V3 iteration. The reports claimed that the delivery of the actuators will likely start sometime in the first quarter of 2026."
"Industry watchers have estimated that such a volume would be enough for about 180,000 Optimus robots. This suggests that while Tesla might not be able to start the initial production of its humanoid robots this year, the electric vehicle maker might be able to hit the ground running with its Optimus production next year. And as hinted at by Elon Musk's comments on X, Tesla seems to be preparing to produce Optimus V3 en masse."
Tesla placed a $685 million (5 billion RMB) order with Sanhua Intelligent Controls for linear actuators intended for Optimus V3, with deliveries expected in the first quarter of 2026. The order volume would be sufficient for roughly 180,000 Optimus robots. The component quantity implies production beyond prototypes and could enable mass production of Optimus V3 starting in 2026. Industry observers connect Elon Musk's comments on X to preparations for large-scale Optimus manufacturing. Sanhua Intelligent Controls' stock rose following the order news. The timeline and scale would position Tesla to begin Optimus production at scale if deliveries occur as scheduled.
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