Tesla’s ambitious plan to deploy thousands of Optimus humanoid robots across its factories by the end of 2025 has drawn scepticism from within its own ranks. Chris Walti, the former project lead for Optimus, has expressed doubts about the suitability of humanoid robots for high-speed, repetitive factory tasks, suggesting that simpler robotic designs may be more practical and efficient.
Elon Musk envisions Optimus as a transformative force in manufacturing, with aspirations to produce a million units annually by 2030. However, Walti argues that the complexity of humanoid robots makes them ill-suited for the rigours of industrial applications. He points out that the intricacies involved in replicating human-like movements and dexterity present significant challenges that are yet to be overcome.
Despite these concerns, Tesla has made strides in integrating Optimus into its operations. The company has initiated trial production, aiming for 10,000 units this year and targeting 50,000 by 2026. Some reports indicate that Optimus robots have already been deployed in Tesla’s factories, performing tasks autonomously. However, specific details about their roles and effectiveness remain undisclosed.
The broader industry context reveals a competitive landscape, with companies like BMW and Mercedes-Benz also exploring the integration of humanoid robots into their manufacturing processes. BMW, for instance, has partnered with robotics startup Figure to deploy humanoid robots in its South Carolina facility, focusing on tasks that are difficult, unsafe, or tedious for human workers.
In China, the push towards humanoid robotics is gaining momentum, bolstered by significant government support and investment. At the World Robot Conference in Beijing, over two dozen Chinese companies showcased humanoid robots designed for factory and warehouse applications. Analysts note that China’s advantages in supply-chain integration and mass production capabilities position it as a formidable player in the emerging humanoid robotics industry.
