Tesla Files With SEC: Third-Generation Humanoid Robot Optimus V3 Ready for Mass Production

On October 19, Tesla submitted shareholder materials to the U.S. Securities and Exchange Commission (SEC), revealing that its third-generation humanoid robot Optimus V3 is ready for mass production, with the first production lines under construction.

The progress has heightened expectations for Optimus volume production, creating new opportunities for core components such as precision reducers, joint actuators, and dexterous hands. Chinese parts supplier Fengli Intelligent has built a precision transmission product portfolio covering humanoid robot joints and dexterous hands, and has started batch deliveries to leading robot customers, with annual harmonic reducer capacity expanded to 70,000-80,000 units.

In September 2026, Tesla's robot team reportedly conducted factory audits at Sanhua Intelligent Controls and other domestic suppliers to prepare the Optimus production supply chain. Sanhua, a major supplier to Tesla's automotive business, is also expanding into humanoid robot joint actuators.