Musk: Die Gestaltung des dritten Robotergenerations wird gerade finalisiert.

According to Elon Musk, when the annual production of Optimus V3 reaches the milestone of one million units, the production cost will drop to $20,000 - $25,000 per unit.

On September 9th local time, Elon Musk, the founder of Tesla, talked about the latest situation of Optimus V3 at the All-In Summit.

This summit was hosted by the "All-In Podcast", which is co-hosted by four well - known Silicon Valley venture capitalists and entrepreneurs. The content focuses on topics such as cutting - edge technology trends and business dynamics.

According to Musk, Tesla is currently finalizing the design of Optimus V3. This product, which he considers "the greatest product in human history", will be mass - produced. He said that this product will have "hands as dexterous as human hands". To this end, Optimus V3 will be equipped with a complex hand design and an 'AI mind' to help understand reality, and it is expected that each arm will be equipped with 26 actuators.

Previous reports showed that Optimus V3 will enter mass production in 2026, and one million units will be produced within the next five years.

At the summit, Musk also talked about the cost and the possible problems in mass - producing Optimus V3. For example, to solve the engineering problems of the robot's hands and forearms, the company has to build the supply chain from scratch. In addition, he said that when the annual production of this robot reaches the milestone of one million units, its production cost will drop to $20,000 - $25,000 per unit, and the cost of the AI chip may be between $5,000 and $6,000.

Recently, there have been continuous news about Tesla robots. The company recently released the fourth chapter of the "Master Plan", indicating that it will shift its focus to artificial intelligence and robotics. At that time, Musk specifically emphasized that in the future, the Optimus robot will represent 80% of Tesla's value.

It is worth mentioning that Marc Benioff, the CEO of Salesforce, posted a short video on social media on September 3rd, showing the Tesla humanoid robot Optimus painted in gold all over. The dexterous hands that were amazingly anthropomorphic in the video became the biggest highlight.

At that time, many netizens speculated that the robot was Optimus V3. However, Musk later said, "We haven't shown Optimus V3 yet. It's perfect." He also revealed that the golden robot was Optimus V2.5.

According to Kaiyuan Securities, the dexterous hands are upgrading towards a high - degree of bionics and refinement, which is a key area with strong certainty for the iteration of Optimus V3. As October approaches, the finalization of the Gen3 robot is getting closer. Subsequent news of order placements will continuously catalyze the sector. After the finalization of the Gen3 model, Tesla will conduct large - scale manufacturing tests, with an expected shipment volume of 30,000 - 50,000 units. It may also simultaneously develop the Gen4 model for future large - scale mass production and put forward clear requirements for suppliers' capacity building and overseas factory construction.

In terms of investment, the institution pointed out that in the fourth quarter, the robot sector is expected to start a major beta trend throughout 2026 under the resonance at home and abroad. The Tesla supply chain focuses on "strong certainty", while the domestic supply chain seizes two directions: "supply chain positioning" and "expansion of application scenarios".

A research report from Minsheng Securities on September 7th showed that from a product perspective, the potential changing parts of humanoid robots include the transmission scheme of dexterous hands/tactile sensor configuration, the replacement of hip/shoulder harmonic drives by quasi - RV reducers, lightweighting by replacing steel with plastic, and the replacement of joint bearings by universal joints. In addition, the securitization process of leading domestic humanoid robot manufacturers is accelerating, which is becoming a new catalyst for the sector's sentiment.

This article is from the WeChat official account "Science and Technology Innovation Board Daily", author: Zhang Zhen. Reposted by 36Kr with permission.