Tech
NOMURA report on Robotics - summary included but main takeaway is probably their catalyst calendar for the theme over
A new Nomura report outlines key upcoming catalysts for the robotics sector, highlighted by the official mid-summer launch of Tesla's Optimus Gen 3 in July
Key takeaways
- Tesla is transitioning Optimus Gen 3 from initial assembly into full-scale production.
- Tesla adjusted its annualized capacity target for the Fremont facility upward to roughly 70,000 units.
- Tesla intends to build an additional 70,000 units of capacity in Austin by 2028, aiming for a long-term total capacity of 1.5 million units.
- Nomura upwardly revised its 2026 shipment forecast for Chinese humanoid robots to 40,000 - 50,000 units.
- Nvidia is actively funding a robotics ecosystem including Chinese startup Unitree and South Korea's Hyundai.
A new Nomura report outlines key upcoming catalysts for the robotics sector, highlighted by the official mid-summer launch of Tesla's Optimus Gen 3 in July - August. According to Nomura, Tesla is transitioning Optimus Gen 3 into full-scale production, adjusting its annualized capacity target for the Fremont facility upward to roughly 70,000 units, with plans for an additional 70,000 units of capacity in Austin by 2028 and a long-term target of 1.5 million units. Additionally, Nomura revised its 2026 shipment forecast for Chinese humanoid robots upward to 40,000 - 50,000 units, while noting that Nvidia is funding robotics startups like Unitree and OpenAI has renewed its focus by forming an 'OpenAI Robotics' unit.
By the numbers
- 70,000
- Annualized capacity target for Tesla's Fremont facility
- 1.5M
- Tesla's long-term total capacity target for Optimus
- 40,000-50,000
- Nomura's revised 2026 shipment forecast for Chinese humanoid robots
How it unfolded
- OpenAI renews focus on robotics, forming a dedicated unit
- World Artificial Intelligence Conference held in Shanghai
- Official mid-summer launch of Tesla's Optimus Gen 3
- World Robot Conference held in Beijing
Why this matters
-
VPG is speculated to be a supplier for Optimus as well as Figure.
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Common questions
- What happened with Nomura?
- Tesla is transitioning Optimus Gen 3 from initial assembly into full-scale production.
- Where can I read the original report?
- Read the full report at reddit_search.
