Source: Glonui.

Tesla's financial report day is approaching, and Musk revealed the latest progress in the plan for the Optimus humanoid robot on Monday.

Next year, Tesla will supply 'low production' humanoid robots for internal use, and mass production for export will be realized the year after.

On Monday, the stock price of tesla rose more than 5% at the opening of the US stock market.

Low-volume humanoid robots next year.

Musk said on social media platform X that Tesla plans to produce a small amount of Optimus humanoid robots for internal use next year.

At the same time, he 'hopes' to produce these robots for other companies with high volume in 2026.

In April of this year, Musk said that Tesla's robot Optimus will be able to perform tasks at the factory by the end of this year, and may be available for sale at the end of 2025 at the earliest.

At the shareholder meeting in June, Musk also pointed out that the humanoid robot market would be huge, and the future market value of Optimus would reach $25 trillion.

He also mentioned that the price of Optimus could be as low as $0.01 million, far below the price of an automobile. If each unit is priced at $0.02 million, Tesla can profit $1 trillion annually.

Musk believes that the ratio of humanoid robots to humans in the future will be at least 2:1, and at least 1:1. This also means that there will be 10 billion humanoid robots in the future, or even 20 billion to 30 billion.

In the future, Tesla aims to produce 1 billion units per year and occupy more than 10% of the market.

Looking back, Tesla first showed its Optimus robot prototype at the second Tesla AI Day in September 2022.

Recently, as demand for the electric vehicle market gradually weakens, Musk has shifted his focus to artificial intelligence, autonomous driving software, autonomous taxis, and the Optimus robot project.

He has also emphasized several times that the Optimus robot project will be more valuable than the automobile business and FSD. However, electric vehicle sales are still the main source of Tesla's quarterly income at present.

How will the financial report day perform?

Tesla will release its second-quarter results this Tuesday.

However, due to the slowing sales growth trend and the challenge of delaying the release of Robotaxi, Tesla's Q2 performance may not be ideal, and Wall Street expects Tesla's profit margin to hit its lowest point in over five years.

According to analysts surveyed by FactSet, Tesla's Q2 sales were $24.3 billion, down 2.4% year-on-year, with adjusted earnings per share of 61 cents, down 33% year-on-year.

Although the previously announced second-quarter production and delivery data showed that Tesla delivered 443,956 vehicles in Q2, exceeding the generally expected number of 439,302 units.

However, after the news of the delay in the launch of Robotaxi, Tesla's stock price experienced a sharp decline again.

At present, the market focus will be on Musk's ambitious plans for the Robotaxi and artificial intelligence product projects.

After the delivery data was released, many investment banks such as Citi and Mizuho raised the target price of Tesla, saying that future growth will mainly come from the execution of artificial intelligence projects, especially Robotaxi and Optimus humanoid robots.

Recently, "Wood Sister" talked openly about Tesla, saying that most of its business value comes from Robotaxi and believes that it will change Tesla's business model from one-time income from selling electric cars to recurring income from RoboTaxi.

Barclays analyst Dan Levy believes that Tesla's investment theme has shifted from growth driven by the automotive business to growth driven by AI businesses such as autonomous driving, Robotaxi, etc., but the overall planning still needs details.

Levy said that Tesla is in a significant leading position in both the global electric vehicle transformation and "software-defined vehicles (SDVs)" fields, and its positive sales outlook is expected to keep it in a favorable position for the long term.

Editor/Lambor