市场消息:特斯拉暂停人形机器人生产,修改设计

老虎资讯综合
02 Jul

7月2日,来自中国供应链的信息显示,特斯拉正在集中调整人形机器人Optimus软硬件技术细节,并于半个月前开始暂停采购Optimus的零部件。两位供应商人士说,特斯拉并未明确表示会减少机器人零件订单,但要等到Optimus设计调整完后才会确定新的量产计划并重启采购,调整可能需要2个月。

马斯克近期曾在社交媒体上表示,新版Optimus的性能比特斯拉2023年亮相的第二代Optimus大幅改进,且加入了Grok支持的语音交互功能。据了解,截至今年5月底,特斯拉今年累计采购了足够生产1200台Optimus的零件,并生产了接近1000台。此前马斯克承诺今年生产5000台。前述两位人士都认为,随着零部件采购中断,该目标基本无法达成。(晚点latepost)

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