Tesla has issued parts procurement guidance for Optimus, directing suppliers to
reach 1,000 units/week capacity by September and 2,000–2,500 units/week by
year‑end. Suppliers say Tesla places orders about two months in advance and they
have already received specific August orders for several hundred units. On that
trajectory, suppliers expect to have capacity to supply parts for roughly
100,000 Optimus units annually by year‑end. Tesla reviewed and approved the
latest Optimus design at a late‑June executive meeting, indicating Optimus Gen3
will move from R&D into mass production after more than three years of
development.
