特斯拉在过去几个月里将 Optimus 机器人的生产量提高了约十倍。然而，该公司仍在努力实现这些人形机器人的大规模、稳定生产。据《The Information》杂志周五的报道（引用了该项目相关人士的说法），机器人的手部结构、工厂设备以及供应商方面的问题正在阻碍生产进程。
Tesla has increased Optimus production about tenfold in recent months. It is still struggling to build the humanoid robots reliably at scale. Qianer Liu and Grace Kay reported for The Information on Friday, citing people familiar with the project, that the hands, factory equipment and suppliers are holding it back.
报告显示，特斯拉上个月每周生产了数百台 Optimus 机器人，而第二季度时每周仅生产了几十台。该公司计划到 2026 年底将每周产量提升至 1000 台以上。不过，《The Information》并未对这些数据进行独立核实。
Tesla made several hundred robots a week last month, up from a few dozen a week in the second quarter, according to the report. It aims to make more than 1,000 a week by the end of 2026. TNW has not independently verified the figures.
特斯拉已于 5 月停止了在弗里蒙特工厂生产 Model S 和 Model X，并将相关工人及工程师调往 Optimus 机器人的生产线上。目前特斯拉生产的 Optimus V3 版本比早期版本更轻，且配备了更多摄像头。
Small parts, new lines Tesla stopped making the Model S and Model X at its Fremont factory in May and moved workers and engineers to Optimus. The robot it now builds, Optimus V3, is lighter and has more cameras than earlier versions.
在多个生产环节中（尤其是负责组装机器人手部和关节的工序），设备无法精确地对齐零部件，导致许多机器人出厂后需要维修。
Equipment at several stations, including those that assemble the hands and joints, does not always line up parts precisely. More robots then need fixing after they come off the line.
《The Information》指出：“不仅 Optimus 的生产线是全新的，而且其零部件的尺寸也更加微小，组装精度要求远高于汽车零部件。”
“Not only are the Optimus production lines new, but the Optimus parts are much smaller and have to fit together far more precisely than car parts,” The Information wrote.
每个机器人的手部和前臂部分都包含超过 100 个螺丝及其他小型零件，这些零件都需要工人手工组装。部分触觉传感器的性能也不稳定，因此特斯拉开发了一种可更换的‘传感手套’来替代这些传感器，并计划将这种手套应用于明年的产品中。
Each hand and forearm has more than 100 screws and other small parts that workers assemble by hand. Some touch sensors have also been unreliable, so Tesla has developed a replaceable “sensing glove” that holds them. It plans to add the glove to next year’s model.
此外，用于训练机器人的软件也尚未成熟，无法直接投入实际使用。报告称，Optimus 机器人仍需要针对每项具体任务进行编程和训练，完成基本任务也需要几天时间。目前，特斯拉主要将这些机器人用于内部测试、培训及数据收集，且所有操作都在严格监控的环境中进行。
Training the robots, and the workers The software is not ready for general use either. Optimus still needs programming and training for each job, and basic tasks take several days to learn, according to the report. For now, Tesla uses most units internally for testing, training and data collection, in tightly supervised areas.
为了收集训练数据，特斯拉曾让得克萨斯州和加利福尼亚州的工厂工人穿上记录其动作的套装。据《The Information》报道，一些工人对此表示不满，因为他们“知道这些机器人最终会被设计用来取代他们”。随后，特斯拉将这项工作转移给了专门的团队，并建立了培训中心。
To gather training data, Tesla had factory workers in Texas and California wear suits that record their movements. Some complained because they “knew the robots were designed to eventually replace them”, The Information reported. Tesla then moved the work to dedicated teams and set up training hubs.
据该报道称，特斯拉在机器人零部件方面仍依赖中国供应商。公司计划将首批机器人租赁给商业客户，而不是直接出售。
Tesla still relies on Chinese suppliers for robot parts, according to the report. It plans to lease the first robots to commercial customers rather than sell them.
对机器人的更大押注：埃隆·马斯克在7月份的特斯拉投资者电话会议上表示，Optimus可能成为“有史以来最伟大的产品”。Optimus是特斯拉2026年250亿美元资本支出计划的一部分。本周，该公司还开始了特斯拉Semi电动卡车的量产。
A bigger bet on robots Elon Musk said on Tesla’s investor call in July that Optimus could be “the biggest product ever”. Optimus is part of Tesla’s $25 billion capex plan for 2026. This week the company also began volume production of the Tesla Semi.
据报道，北京方面正在放缓人形机器人企业的首次公开募股（IPO）进程。根据国际机器人联合会的数据，中国安装了全球59%的新型工厂机器人。
In China, Beijing is reportedly slowing humanoid robot IPOs. China also installs 59% of new factory robots worldwide, according to the International Federation of Robotics.