Elon Musk addressed the challenges facing Tesla's "Optimus" robot production during an earnings call, citing supply chain disruptions in China, particularly regarding rare earth magnets needed for robot motors. He noted that Chinese authorities require export licenses and assurances against military use. Musk emphasized the lack of existing supply chains for critical components of the complex product. Amidst a dismal quarterly performance, Musk remains optimistic, asserting that he aims to produce thousands of robots this year and ultimately reach a million units, despite the ongoing issues.
We're working through that with China. Hopefully, we'll get a license to use the rare earth magnets. China wants assurances that these are not used for military purposes, which obviously they're not.
There's not like an existing supply chain for the motors, gearboxes, electronics, actuators, really anything in the Optimus apart from the AI4, the Tesla AI computer, which is the same as the one in the car.
Anyone who tells you they can predict with precision, the production ramp of the truly new product - doesn't know what they're talking about.
I feel confident in getting to a million units.
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