Significant progress is being made in the mass production process for Tesla's humanoid robot. Supply chain companies have started delivering core components to Tesla, indicating that the robotics strategy championed by Elon Musk is accelerating from concept to production line implementation.
According to reports, Mirle Automation has commenced supplying harmonic reducers and joint modules to Tesla, while Asia Optical will provide spherical and aspherical lenses for the Optimus 3 robot, serving as the core components of its visual system. The mass production timelines for these new products from both companies point to the second half of this year through 2027, closely aligning with the production schedule for Optimus previously announced by Musk.
At Tesla's 2025 annual shareholder meeting, Musk announced that the company is constructing its first robot production line in Fremont with an annual capacity of one million units, while planning a second line at the Texas Gigafactory with a planned annual capacity of ten million units. He had previously stated that low-volume production of the Optimus 3 could begin as early as this summer, with high-volume mass production scheduled for 2027.
For investors, the concrete move by suppliers to stock components provides external validation from the industrial sector for assessing the implementation timeline of Tesla's robotics business. Throughout 2025, Musk has consistently emphasized Tesla's positioning as a robotics company and shifted strategic focus from electric vehicles to the robotics field. The follow-up signals from the supply chain further bolster the credibility of this narrative.
Mirle Automation Leads the Way in Stocking
Reports indicate that Mirle Automation has taken the lead by beginning to supply harmonic reducers and joint modules to Tesla. Both types of components are core precision parts essential for achieving precise joint movement in humanoid robots.
Concurrently, Mirle has also established a joint venture factory in Rayong, Thailand, with Shenzhen Kedali Industry. Rayong is a significant hub for industrial and automation industries in Thailand. This joint venture factory will produce harmonic reducers, robot actuators, and other precision components. As the factory operates utilizing existing facilities under Kedali, the start of mass production is expected to be relatively swift.
Asia Optical's Role in Vision
Asia Optical, leveraging its spherical and aspherical lens technology, will supply the core optical components—essentially the robot's "eyes"—for the visual system of the Optimus 3 robot. According to reports, mass production of the company's related new products is expected to commence successively in the second half of this year and in 2027, a timeline that largely corresponds with Tesla's announced Optimus production plan.
Musk's Production Vision and the Optimus 3's Position
In March of this year, Musk publicly stated that the Optimus 3 would be "the most advanced robot in the world to date," adding, "I haven't even seen any robot demonstrations that come close to the level of Optimus 3." Regarding the production schedule, he indicated that low-volume production could start as early as this summer, with high-volume production officially commencing in 2027.
On the capacity layout, Musk stated at Tesla's 2025 annual shareholder meeting that the company is building the "first production line with an annual capacity of one million units" in Fremont, and added that a "second production line" would be located at the Texas Gigafactory, with a planned annual capacity of ten million units. As suppliers successively enter the substantive phase of component stocking, the feasibility of this ambitious production target is receiving preliminary confirmation from the supply chain side.
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