Tesla Earnings Call: Optimus, SupplyChain, 4680 Cells

Imagine a humanoid robot taking over the hardest routines in production for you. With Tesla Optimus, Tesla is preparing exactly that – and by the end of 2025, several thousand units are expected to be working in its own factories. At the same time, Tesla is strengthening its independence with 4680 batteries and an increasingly regional supply chain. Here you get all the important details from the current company update.

1. Tesla Optimus: Pilot production is taking shape

Prototyping almost completed

End of 2025 a dedicated pilot line starts in Fremont.
Several thousand Optimus robots are to be deployed in Tesla factories in the same year.
Goal: 1 million units per year by 2030 – an ambitious but clear roadmap.

Technology highlights

AI4 computer as the “brain” of Optimus.
Shoulder actuators with permanent magnets, license negotiations ongoing in China.
Ramp-up remains challenging as many unique components are being manufactured internally for the first time.

2. Batteries: 4680 cell strengthens Tesla's cost advantage

IRA compliant and thus eligible for subsidies in the USA.
Lowest cost per kWh of all currently available cells.
Each core component is sourced from at least two countries – risk diversification.
From 2025: Own lithium refinery and cathode production in the USA, potentially the largest facility outside of China.

3. Supply Chain: More regional, more robust

Localization as Key

85% of all US models consist of North American parts.
95% of vehicles from Asia-Pacific use regional components.
Vertical integration plus local partners create buffers against tariffs and bottlenecks.

Tariffs & Strategic Reserves

May tariffs hit parts from Canada and Mexico; Tesla establishes safety stock for microelectronics.
On-shoring of LFP batteries is in focus to reduce import duties on Tesla Energy products.
Elon Musk commits to lower tariffs – yet Tesla is today the least affected automaker thanks to flexible manufacturing.

4. Outlook for Europe and Accessory Fans

Optimus remains for the time being an internal Tesla tool – Europe benefits from faster, more efficient productions.
The affordable 4680 cell could make local vehicles cheaper in the medium term.

Conclusion: The Next Quantum Leap

With Tesla Optimus, Tesla brings humanoid robots from the lab directly into production – flanked by cost-efficient 4680 batteries and a resilient supply chain. This strengthens Tesla's market position and promises exciting innovations for all e-mobility fans. We'll keep you updated so your accessories are always one step ahead.