Previously, assessments of a company's progress focused largely on the actions a robot could perform and the new capabilities added to its models.
Now, as some products move toward mass manufacturing, evaluation criteria have expanded to include the production process itself. The wave of mass-produced robots may well be just around the corner.
One More Thing
Just as the latest video from the Optimus factory in Texas surfaced, new information emerged regarding the Chinese supply chain.
Multiple media outlets have learned that a Tesla team arrived in Ningbo, Zhejiang, on September 16 and began a new round of supply chain audits for mass production of its robotics business the following day. This review covers aspects such as mass production consistency, supply exclusivity, equipment commissioning, and the transfer of manufacturing capabilities; furthermore, media reports indicate that Tesla has already placed relevant orders with certain suppliers.
This inevitably brings to mind Tesla’s past strategies in its automotive business.
It was the Shanghai Gigafactory that shouldered the task of mass-producing the Model 3 and Model Y, helping Tesla escape "production hell" and serving as a crucial export hub for various overseas markets.
Now, it appears Tesla is turning its sights to China for robot mass production as well... or is it?