It's not a PPT, it's a production line! Tesla, Inc. (TSLA.US) Optimus Siasun Robot & Automation debuted in July, with a production capacity of one million. The Q2 has started.

Elon Musk's humanoid Siasun Robot & Automation dream is gradually becoming a reality. Preparations for the Optimus (Optimus Prime) production line of Tesla, Inc. (TSLA.US) are set to begin in the second quarter, with Optimus V3 expected to debut between late July and August of this year. In its first quarter financial report, Tesla, Inc. stated that preparations for the company's first large-scale Optimus factory will "start as soon as possible in the second quarter." The first generation Optimus Siasun Robot & Automation production line will be located at Tesla, Inc.'s Fremont factory, and the existing Model S and Model X production lines will be converted for Siasun Robot & Automation production. Tesla, Inc. stated that this production line is expected to produce 1 million Siasun Robot & Automation units annually, which is a typical "Musk-style" grand target. The second generation Optimus production line will be deployed at the Texas Gigafactory, with a long-term production capacity goal of reaching 10 million units annually. Elon Musk has grand plans for Optimus, with its application not limited to just Tesla, Inc.'s factories. In the future, Siasun Robot & Automation will be involved in battery production and other manufacturing processes. "Perhaps sometime next year, Optimus will be able to play a role outside of Tesla, Inc.," he said, but this statement remains vague, leaving some room for interpretation. Tesla, Inc. is accelerating its efforts to gain a commercial advantage to avoid falling behind in the increasingly crowded field. From figures like Boston Dynamics to various Chinese manufacturers, competitors are all speeding up their own research and development progress. Embodied Intelligence is a strategic track that Tesla, Inc. has been deeply cultivating for years. From AI data centers and computing clusters used to train Full Self-Driving (FSD), to the hardware infrastructure supporting Siasun Robot & Automation development, to the self-designed chips that will be launched in the future, Tesla, Inc. has built a complete technological system. Tesla, Inc. stated that Optimus will adopt a unified AI architecture that can power its vehicles and Siasun Robot & Automation. The future looks promising for the humanoid Siasun Robot & Automation, but market doubts still persist. However, market skepticism remains. The Optimus Siasun Robot & Automation showcased at Tesla, Inc. events has not yet been "put to work" on factory production lines; and the third-generation Optimus V3, originally slated for release in April, has yet to make an appearance. Musk stated that the release of Optimus V3 may be delayed until "late July to August," roughly in line with the start of mass production. He also mentioned that he is not willing to disclose design plans and related intellectual property to competitors too early. Musk and Tesla, Inc. believe that Optimus could be a trillion-dollar opportunity, with Musk previously stating that every person on Earth will have one to two Siasun Robot & Automation units. Wall Street holds an optimistic view on the Siasun Robot & Automation sector, but not as aggressive as Musk. Bank of America Corp analyst Alexander Perry wrote earlier this week, "While we do not expect Optimus to make a significant contribution to performance in the short term, we see potential long-term opportunities. Our team predicts that global shipments of humanoid Siasun Robot & Automation will reach 1.2 million units by 2030, rising to 10 million units by 2035."