特斯拉Optimus机器人供应链拆解(02.09版)

3C供应链
Feb 09

1月28日特斯拉在2025 Q4业绩报告中披露,Optimus Gen3为首个面向量产的设计版本,首条生产线正在推进供应链就绪,计划在2026年底前启动生产,远期规划产能目标为年产100万台。本文围绕特斯拉人形机器人Optimus,系统梳理其整机拆解结构,并按“执行器、传感与电子、结构与机械、电池与电源、外壳与其他”五大模块,对可能涉及的上游供应商进行逐一落位与分级,形成一份可持续更新的供应链清单...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10