en.Wedoany.com Reported - Tesla is accelerating its mass production plans for humanoid robots, with supply chain reports indicating that the company has initiated collaboration with multiple suppliers to procure core components such as harmonic reducers, joint modules, and vision system components. Mass production will proceed simultaneously in California and Texas, with a timeline set to begin from the second half of 2026 to 2027.

Since 2025, Tesla CEO Elon Musk has repeatedly emphasized publicly that "Tesla is essentially a robotics company," shifting its strategic focus from electric vehicle business toward the robotics sector. The disclosure of this supply chain report suggests that this strategic transformation has entered a substantive implementation phase.

The report notes that Tesla's robot supply chain has established close cooperation with two companies. Meino Automation has delivered harmonic reducers and joint modules to Tesla, both of which are core hardware components for achieving precise motion control in humanoid robots. Meanwhile, Asia Optoelectronics, leveraging its technical expertise in spherical and aspherical lenses, is responsible for supplying optical components for the robot's vision system.

According to supply chain sources, the concentrated delivery and production line commissioning of these components will accelerate in the second half of 2026, with formal mass production expected to commence by 2027.

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