Musk Foresees Optimus as Tesla's Largest Product Amidst Strong Chinese Competition
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- leaderobot.com
Elon Musk predicted during Tesla's earnings call in January 2026 that Optimus will become the company's largest product, potentially ten times bigger than its next biggest offering. Tesla is transitioning its Fremont factory to focus on Optimus production, increasing the annual capacity target for the Optimus V3 line from 50,000 to approximately 70,000 units, with plans to add another 70,000 units in Austin by 2028.
Musk emphasized the competitive landscape, stating that China will be Tesla's biggest rival in the humanoid robot market, citing the country's strengths in scaling and manufacturing. According to TrendForce, the commercialization of humanoid robots is expected to accelerate in 2026, with China's production projected to grow by 94% annually, accounting for about 90% of global shipments last year.
Tesla plans to initiate small-scale production of Optimus between late July and August 2026. Musk's insights indicate a clear competitive race between the U.S. and China, with no significant competitors outside of China currently visible to Tesla, highlighting the intense rivalry in AI and manufacturing capabilities.
Original report
Musk Predicts Optimus Will Be Tesla's Biggest Product, Acknowledges China's Strong Competition
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