✅ Confirmed
Elon Musk
Noticia
Tesla advances conversion of Model S/X line for Optimus production
Tesla has started converting the former Model S and Model X production line in Fremont to manufacture its humanoid robot Optimus. Early production will begin at low volumes as equipment is installed and processes refined. Elon Musk confirmed production will start between July and August 2026, consistent with previous timelines. Optimus manufacturing will use a modular approach with multiple sub-assembly lines and high automation, differing from traditional automotive assembly lines, aiming to scale up to one million units annually.
- Optimus production starts between July and August 2026 in Fremont
- Up to one million Optimus robots per year expected with modular line
🔎 Why it matters: The initial Optimus production version in Fremont shifts from Model S/X vehicle lines to humanoid robots with a modular, automated approach.
📈 Upside: The modular, highly automated line will enable efficient scaling of Optimus production.
📉 Risk: Initial production will be low as equipment is installed and processes validated.
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