Musk predicted that he'd have over 1,000, or a few thousand, Optimus robots working at Tesla in 2025. According to Chinese state media, EV makers like BYD and Geely have already deployed some of Unitree's humanoid robots at their factories.
Lee said that increased adoption will coincide with a "very fast" decline in component costs, also noting that China owns around 70% of the supply chain for these components.
According to a report by SemiAnalysis earlier this month, the Unitree G1 — "the only viable humanoid robot on the market" — is entirely decoupled from American components.