官宣！Optimus 3一季度发，马斯克：比中国机器人都厉害

机器人前瞻01-29

Optimus生产线将取代弗里蒙特工厂原Model S/X生产线。作者 |许丽思编辑 |漠影机器人前瞻1月29日报道，当地时间1月28日，特斯拉公布了2025年第四季度财报及电话会议的情况，披露了其人形机器人Optimus的产品迭代、量产规划、产线调整等多项关键进展。针对人形机器人的竞争格局，马斯克觉得，人形机器人领域目前最大的竞争将来自中国，中国在规模化制造和AI领域的实力都十分突出，AI模型...

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Optimus 3 launched in the first quarter, Musk: better than Chinese robots","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLQ":0.6,"UFO":0.6,"TSLZ":0.6,"TSLI":0.6,"CRSH":0.6,"TSL":0.6,"07766":0.6,"TSLR":0.6,"TSLA":1.96,"TSLW":0.6,"TSLL":0.6,"TSLP":0.6,"TSDD":0.6,"TSYY":0.6,"TSLS":0.6,"TSLG":0.6,"TSLY":0.6,"TSII":0.6,"TSLT":0.6,"TSLO":0.6,"TESL":0.6},"content_text":"Optimus生产线将取代弗里蒙特工厂原Model S/X生产线。作者 |许丽思编辑 |漠影机器人前瞻1月29日报道，当地时间1月28日，特斯拉公布了2025年第四季度财报及电话会议的情况，披露了其人形机器人Optimus的产品迭代、量产规划、产线调整等多项关键进展。针对人形机器人的竞争格局，马斯克觉得，人形机器人领域目前最大的竞争将来自中国，中国在规模化制造和AI领域的实力都十分突出，AI模型表现不错且持续进步，无疑会成为特斯拉最强劲的竞争对手。“我们在中国以外没有看到任何重要的竞争对手，中国绝对是强劲的竞争对手，这是毫无疑问的。”他说，“我总是觉得中国以外的人有点低估中国。”同时，马斯克强调，Optimus将比任何中国现在开发的机器人能力强得多，在智能、机电灵巧性上都具备优势，尤其是机器人手部设计这一行业难点上。特斯拉透露，将在今年第一季度发布Optimus第三代版本，该版本将在2.5代的基础上进行重大升级，包括最新的手部设计。Optimus 3能力极强，是通用型机器人，外观高度接近人类，这一设计也更利于其学习人类的工作方式，是特斯拉面向规模化落地的关键版本。在机器人量产方面，特斯拉提到，Optimus 3是首款面向大规模生产的设计，第一条生产线的准备工作正在有条不紊进行中，包括供应链的准备。该生产线计划于2026年底前开始生产，预计大概要到今年年底，Optimus才能实现可观的量产规模。由于Optimus采用全新供应链体系，其产能爬坡周期将显著延长，该产线的最终目标是年产能为100万台。产线布局上，Optimus生产线将取代特斯拉弗里蒙特工厂原Model S/X生产线。特斯拉已确定终止Model S/X车型的生产，计划于2026年第二季度末完成全面停产，此次产线改造也是特斯拉2026年超200亿美元资本支出的重要组成部分。针对Optimus在特斯拉工厂的应用情况，马斯克称，Optimus目前依然处于研发阶段，在实际应用中使用的还不是非常多，但是Optimus会在很多场景下发挥最大价值，它可以做很多事情，特斯拉并不指望今年年底之前，Optimus可以在自有工厂中实现多大规模的部署。马斯克提到，人形机器人研发存在三大核心难题，分别是打造出与人手拥有相同自由度和灵巧度的手、具备现实世界AI的能力以及完成产品的规模化生产，而特斯拉是目前唯一一家同时掌握这三大核心能力的公司。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607670800","isCrawlerRequest":true}