[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  The Humanoid Hub [@TheHumanoidHub](/creator/twitter/TheHumanoidHub) on x 59.4K followers Created: 2025-07-02 15:02:24 UTC Tesla has paused Optimus production to revise its design – the redesign could take around two months, according, per Chinese outlet LatePost Auto. Musk's mass production goal for this year is basically out of reach. According to sources in China’s supply chain, Tesla is making focused adjustments to the hardware and software design of its humanoid robot Optimus, and paused component procurement for the robot about two weeks ago. Two suppliers confirmed that Tesla has not explicitly canceled component orders but will only confirm a new mass production schedule and resume procurement after the design revision is complete. The redesign could take around two months. As of the end of May, Tesla had purchased enough parts to build XXXXX Optimus units and had produced nearly XXXXX. Musk previously promised to produce XXXXX units this year. With the halt in component procurement, both sources believe that goal is now unlikely to be achieved. This adjustment started in early June with the departure of Milan Kovac, the original head of the Optimus project. According to one supplier, Tesla’s VP of AI Software Ashok Elluswamy has taken over the Optimus project and wants to improve the design before ramping up production. According to Tesla’s feedback to suppliers, Optimus still faces several hardware issues: overheating joint motors, low payload capacity for dexterous hands, short transmission lifespan, and limited battery life. Tesla is still testing samples from multiple dexterous hand suppliers, trying at least three different technical approaches. One Tesla insider stated that, currently, Optimus is only moving batteries in Tesla’s battery workshops, at less than half the efficiency of a human worker, and has yet to perform more complex vehicle assembly tasks. Tesla has been developing robot hardware with hundreds of supply chain partners for three years, creating a full humanoid robot supply chain. The Optimus R&D team exceeded XXX members by the end of last year. At a cost of around $XXXXXX per unit, Tesla's component expenses for Optimus this year alone were expected to surpass $XXX million. None of the suppliers we spoke with had questioned Musk’s mass production plan—until now. "At the beginning, we were hesitant," said a senior exec from a Tesla supplier. "If you don’t believe in it but others do, the opportunity is theirs. You not only have to believe, but believe earlier than others." One of the earlier supply chain sources added that Tesla may debut Optimus Gen X at this year’s shareholder meeting.  XXXXXXX engagements  **Related Topics** [robot](/topic/robot) [hardware](/topic/hardware) [optimus](/topic/optimus) [humanoid](/topic/humanoid) [tesla](/topic/tesla) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/TheHumanoidHub/status/1940425831907795142)
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The Humanoid Hub @TheHumanoidHub on x 59.4K followers
Created: 2025-07-02 15:02:24 UTC
Tesla has paused Optimus production to revise its design – the redesign could take around two months, according, per Chinese outlet LatePost Auto.
Musk's mass production goal for this year is basically out of reach.
According to sources in China’s supply chain, Tesla is making focused adjustments to the hardware and software design of its humanoid robot Optimus, and paused component procurement for the robot about two weeks ago.
Two suppliers confirmed that Tesla has not explicitly canceled component orders but will only confirm a new mass production schedule and resume procurement after the design revision is complete. The redesign could take around two months.
As of the end of May, Tesla had purchased enough parts to build XXXXX Optimus units and had produced nearly XXXXX. Musk previously promised to produce XXXXX units this year. With the halt in component procurement, both sources believe that goal is now unlikely to be achieved.
This adjustment started in early June with the departure of Milan Kovac, the original head of the Optimus project. According to one supplier, Tesla’s VP of AI Software Ashok Elluswamy has taken over the Optimus project and wants to improve the design before ramping up production.
According to Tesla’s feedback to suppliers, Optimus still faces several hardware issues: overheating joint motors, low payload capacity for dexterous hands, short transmission lifespan, and limited battery life. Tesla is still testing samples from multiple dexterous hand suppliers, trying at least three different technical approaches.
One Tesla insider stated that, currently, Optimus is only moving batteries in Tesla’s battery workshops, at less than half the efficiency of a human worker, and has yet to perform more complex vehicle assembly tasks.
Tesla has been developing robot hardware with hundreds of supply chain partners for three years, creating a full humanoid robot supply chain. The Optimus R&D team exceeded XXX members by the end of last year. At a cost of around $XXXXXX per unit, Tesla's component expenses for Optimus this year alone were expected to surpass $XXX million.
None of the suppliers we spoke with had questioned Musk’s mass production plan—until now. "At the beginning, we were hesitant," said a senior exec from a Tesla supplier. "If you don’t believe in it but others do, the opportunity is theirs. You not only have to believe, but believe earlier than others."
One of the earlier supply chain sources added that Tesla may debut Optimus Gen X at this year’s shareholder meeting.
XXXXXXX engagements
Related Topics robot hardware optimus humanoid tesla stocks consumer cyclical stocks bitcoin treasuries