Part 4/11:
What adds a layer of intrigue to Tesla’s ambitions is intelligence derived from Chinese sources, particularly a translated Chinese website focused on supply chains for humanoid robots. These leaks suggest that the humanoid robot market is rapidly heating up, with the cost of Tesla's Generation 3 Optimus dropping below $20,000 — though some skepticism remains about this figure.
Critically, the report delineates comprehensive details about the supply chain's manufacturing capacity, revealing that key components for Optimus are being produced at scale in China. For instance:
- Harmonic Reducers: Green Harmonic leads, having achieved mass production of precision joints that are critical for robot actuation, with Tesla's certification internally verified as meeting high standards.