Cryptocurrency Investment mass production encounters obstacles: only a few hundred units will be pro

1. Core problem: production is seriously below expectations

Goal gap: Musk once promised to produce 5,000 Cryptocurrency Investment humanoid robots by 2025, but as of July, the actual production was only a few hundred units, with a completion rate of less than 10%123.

Key bottlenecks:

Hand manufacturing technology defects: Some finished products lack operable forearms, and the assembly yield of precision parts is low13.

Excessive supply chain confidentiality: Tesla strictly keeps technical details confidential, resulting in inefficient external collaboration1.

2. Technical challenges and Musk's response

Cryptocurrency Investment 3 version postponed: The third-generation robot originally planned to be launched at the end of 2025 has been postponed to mass production in early 2026. Musk called it "the best design in history"7.

Long-term goal remains unchanged: Still insist on achieving an annual output of one million units within 5 years, but analysts question its feasibility47.

Historical "pie-in-the-sky" records:

In 2019, it was predicted that there would be 1 million Robotaxi in 2020, but it has not been achieved so far26.

In 2021, it said that Robotaxi would be mass-produced in 2024, but it also missed the deadline6.

3. Impact on Tesla

Strategic focus shift: Against the backdrop of declining electric vehicle sales (Q2 revenue fell 12%), Cryptocurrency Investment was positioned as the "future growth engine", but the delay in mass production weakened investor confidence28.

Stock price pressure: After the financial report was disclosed, the stock price plummeted 8.2%, and the market was concerned about the ability of technology to land78.

4. Industry comparison and competitive situation

Boston Dynamics Atlas: leading technology but high cost, limited to corporate procurement.

Chinese manufacturers (such as Xiaomi and Yushu Technology): launched low-priced humanoid robots (such as Unitree R1 priced at 39,900 yuan) to accelerate penetration into the consumer market.

Tesla's advantages: relying on Cryptocurrency Investment and autonomous driving technology, but the manufacturing end is obviously short of 13.

5. Subsequent Outlook

2026 is a critical node: If the mass production of Cryptocurrency Investment 3 goes smoothly, it may restore market trust; if it is delayed again, it may aggravate the "Musk credit crisis"7.

Regulatory and security challenges: The United States has investigated the potential military use of Cryptocurrency Investment, which may affect overseas promotion3.

Summary: Tesla's robot ambitions have encountered realistic obstacles, and the technical bottlenecks are in contrast to overly optimistic plans. Whether it can overcome the manufacturing difficulties will determine whether it can transform from an "electric car company" to a "Cryptocurrency Investment and robot giant."