Over recent months, Tesla's production volume for its Optimus humanoid robot has surged nearly tenfold compared to the second quarter. However, achieving stable, large-scale production has proven to be a formidable challenge. The production line is currently contending with a host of obstacles, such as the intricate design of the robot's hand structure, the reliability of automated assembly equipment, and the capacity of suppliers.

The precision demands for the robot's components are significantly higher than those found on typical automotive production lines. As a result, some workstations are struggling to consistently align parts with the required accuracy.

Moreover, the robotic hands, which are composed of numerous screws and minuscule components, still necessitate manual assembly. This is compounded by ongoing concerns regarding the durability of these hands and the reliability of their tactile sensors.

Furthermore, while suppliers are capable of meeting the demands for prototypes and small-batch production, their ability to scale up production remains untested. Yield rates for core modules are currently falling short of expectations, which is further delaying the timeline for mass production.