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Tesla starts Optimus production in Fremont after Model S/X ends
Tesla has converted the Fremont factory’s Model S and Model X production line to manufacture the Optimus Gen 3 humanoid robot. The conversion took four months and involved installing new modular equipment and sub-lines for actuators and batteries. Elon Musk confirmed the line is operational, targeting an annual capacity of one million units. Announced in 2021, Optimus uses the same AI architecture as Full Self-Driving and is designed for repetitive or hazardous tasks. A second factory at Giga Texas is under construction, aiming for 10 million units annually starting in 2027.
- Fremont’s Model S/X line converted to Optimus in 4 months
- Target capacity: 1 million Optimus Gen 3 robots per year
🔎 Why it matters: The rapid conversion of Fremont’s production line for Optimus Gen 3 represents a major industrial shift for Tesla.
📈 Upside: Modular lines and specialized sub-lines enable scaling humanoid robot production industrially.
📉 Risk: Optimus’ complexity with 10,000 unique parts may slow initial production ramp-up.
🤖 Automated analysis and summary. Every story links its original source for verification.