Ball Screw Suppliers Await Tesla's Production Ramp-Up Amid Unconverged Humanoid Robot Designs
During Tesla's third-quarter earnings call, Elon Musk defended early production ramp-ups for Optimus despite unfinished hand designs, citing parallel progress in robot manufacturing, supply chain development, hardware design tweaks, and AI software. Meanwhile, Chinese ball screw suppliers are scaling capacity but waiting for actual downstream demand as humanoid robot joint architectures remain unsettled.
