Robotics
Chinese parts dependency challenges Tesla Optimus production costs
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Tesla's plans to manufacture its Optimus humanoid robot entirely in the United States face significant hurdles due to reliance on Chinese suppliers. A Morgan Stanley report estimates that excluding Chinese components could nearly triple the robot's manufacturing costs from $46,000 to $131,000 per unit. This dependency highlights a broader split in the robotics industry between American software innovation and Chinese hardware dominance.
Following its Q4 2025 earnings call announcement to end Model S and X production by Q2 2026, Tesla debuted its third-generation Optimus humanoid robot on February 2, 2026, via Weibo, confirming plans to repurpose Fremont factory lines for up to one million units annually amid EV sales declines. CEO Elon Musk highlighted Optimus's transformative potential in robotics.
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A European research team has developed a system of three robots to autonomously explore lava tunnels on the Moon and Mars, which could serve as protected bases for astronauts. The technology was tested successfully in volcanic caves on Lanzarote, Spain, demonstrating its potential for mapping underground environments. This mission concept aims to shield explorers from radiation and meteorite impacts.
Roborock has introduced the Saros 20, a new robot vacuum that builds on the success of the outstanding Saros 10R. The update promises enhancements in three specific areas, positioning it as a compelling upgrade in the smart home cleaning market. Published on January 18, 2026, the announcement highlights the Saros 20 as the hot new option.
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Following investor Jason Calacanis' recent praise for Tesla's Optimus V3 after a lab visit, CEO Elon Musk endorsed the view that the humanoid robot could overshadow the company's electric vehicle roots. This pivot comes as Tesla grapples with car sales declines and robotics setbacks, yet sees stock highs.
Following initial CES 2026 coverage of top innovations like Lego Smart Play and Samsung's Galaxy Z TriFold, the event concluded with further accolades and reveals. CNET spotlighted 26 items, including Best Robot and Sustainability winners, while Engadget detailed Day 3 products emphasizing practical AI and eco-tech.
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Lovense has introduced Emily, a life-size AI-powered sex robot designed for intimate companionship, at CES 2026. The doll features realistic physical attributes and advanced software that remembers interactions and adapts to user preferences. Priced between $4,000 and $8,000, it is set to ship in 2027.
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