Tesla Begins Early Optimus Production; Korean Component Suppliers Eye Supply-Chain Opportunities

Tesla says it has begun early production of its Optimus humanoid at a mass-production line in Fremont, while maintaining a goal of producing one million robots annually—a capacity the company said would take more than a year to establish. The first 10,000–20,000 units are intended for internal data collection, not sale. An iM Securities report identifies Korean actuator, MIM-reducer and frame suppliers as potential beneficiaries, but notes that designs and supply arrangements remain unsettled.