Tesla Inc. (NASDAQ:TSLA) is well-positioned to scale production of its Optimus humanoid robot by leveraging years of electric vehicle manufacturing experience, artificial intelligence expertise, and an established supplier network, according to a new report.
Tesla Leverages EV Expertise for Humanoid Push
According to a report published Wednesday by Counterpoint Research Associate Director Ethan Qi, Tesla has already built a strong supply chain around Optimus, creating a foundation for mass production of the Optimus V3 robot.
The company is expected to benefit from capabilities developed through its electric vehicle business, including AI chips, software, manufacturing operations and data collection systems.
Counterpoint said Tesla’s latest AI5 platform delivers more than 2,000 TOPS of computing power and supports a vision-based end-to-end architecture for Optimus. The report also highlighted the role of Full Self-Driving technology and Grok AI in helping the robot understand and interact with complex environments.
Chinese Suppliers Expand Capacity
The report said more than a dozen Chinese companies have been certified as Tier 1 or Tier 2 suppliers for Optimus V3. Several key partners already have longstanding relationships with Tesla through its EV business.
Counterpoint expects Tesla to sign long-term agreements with major suppliers and encourage capacity expansion in China and overseas to support future production targets.
According to the report, Optimus V3’s manufacturing cost is expected to exceed $60,000 per unit in the second half of 2026 when production remains below 10,000 units. Newly designed 22-degree-of-freedom dexterous hands account for nearly 20% of the robot’s bill-of-materials cost.
Production Ramp Could Mirror Tesla’s EV Success
Counterpoint believes Tesla’s experience in scaling electric vehicle production could help accelerate Optimus manufacturing. The firm noted Tesla took years to grow EV deliveries from early production to more than 100,000 vehicles annually.
The report said Optimus could reach the 100,000-unit milestone much faster than Tesla’s early EV programs. If successful, the humanoid robot business could generate billions of dollars in incremental revenue for Tesla’s supply chain partners and emerge as a significant long-term growth driver for the company.
TSLA Price Action
Tesla shares are trading lower by more than 1% during Wednesday’s premarket session as risk appetite cools across mega-cap growth names. Nasdaq futures are down 1.11% while S&P 500 futures have shed 0.75%.
The early dip in Tesla is lining up with a weaker overnight tone for equities, which often pressures higher-valuation, momentum-driven stocks first.
With futures pointing lower, traders are also leaning more heavily on nearby technical levels for direction. TSLA shares were down 1.36% at $391.29 during premarket trading, according to Benzinga Pro data.
Photo via Shutterstock
Recent Comments