--- title: "Market rumors: Musk throws a $685 million order to Sanhua, making China an important supplier for Optimus" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/261227791.md" description: "Previously, there were rumors in the market that Tesla CEO Elon Musk issued a $685 million actuator order to Chinese supplier Sanhua, marking an acceleration in the commercialization process of the Optimus humanoid robot. This news triggered a surge in the A-share robotics sector, with Sanhua hitting the daily limit. Huachuang Securities pointed out that this \"machine replacement\" revolution will reshape multiple industries, with the Chinese supply chain becoming a key support for Musk. Although humanoid robots still require time to be realized, Musk's goal is to have a humanoid robot in every household" datetime: "2025-10-15T10:11:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/261227791.md) - [en](https://longbridge.com/en/news/261227791.md) - [zh-HK](https://longbridge.com/zh-HK/news/261227791.md) --- > 支持的语言: [English](https://longbridge.com/en/news/261227791.md) | [繁體中文](https://longbridge.com/zh-HK/news/261227791.md) # Market rumors: Musk throws a $685 million order to Sanhua, making China an important supplier for Optimus When Tesla CEO Elon Musk asserted that "the value of Optimus will surpass that of Tesla cars," the global capital market's attention once again focused on the humanoid robot sector. On October 15, Tesla announced a $685 million actuator order to Chinese supplier Sanhua, directly igniting the A-share robotics sector—Sanhua hit the daily limit, and upstream and downstream companies in the supply chain collectively surged. This is not a coincidence: from the testing assembly line at the Fremont factory to locking in the core supply chain, the commercialization process of Optimus has entered a countdown. Huachuang Securities' research report bluntly states that this "machine replacing human" revolution will reshape the underlying logic of manufacturing, service industries, and even household scenarios, while the Chinese supply chain is becoming a key support for Musk's ambitions. Although humanoid robots still have a long way to go before practical application, as Musk said, the goal that "every household will have a humanoid robot" is certainly bound to be realized. Therefore, Musk is also increasing investment in humanoid robots. **From Cars to Robots: Musk's "Second Growth Curve" Logic** Musk has never hidden his ambitions for Optimus. At the Q3 2025 earnings call, he first disclosed the progress of "small-batch testing assembly" and clarified the delivery target for 2026. This massive order from Sanhua further validates the maturity of the supply chain—linear actuators, as the "joints" of the robot, have their precision and cost directly determining the feasibility of mass production. The capital market is voting with real money: the humanoid robot sector has moved from concept to performance realization. According to Tesla's internal estimates, if the unit price of Optimus is controlled within $20,000, its global market size will exceed one million units, corresponding to a revenue scale of hundreds of billions of dollars. Musk's ultimate goal is even grander—by scaling up production to lower costs, he aims to make robots permeate households, healthcare, logistics, and other scenarios like smartphones. It is worth noting that Tesla's layout in the robotics field is not a spur-of-the-moment decision. As early as the AI Day in 2021, Musk first showcased the concept of humanoid robots. After four years of technological accumulation and iteration, today's Optimus has already developed more mature motion control capabilities and stronger AI algorithm support. From a technical parameter perspective, the joint flexibility of the second-generation Optimus has improved by 40%, and energy consumption has decreased by 25%. These improvements lay a solid foundation for its commercial application. From the perspective of industrial development, Tesla's decision to accelerate the Optimus mass production plan at this time also reflects its anticipation of the future labor market. As global population aging intensifies and manufacturing labor costs continue to rise, robots that can work 24 hours a day without fatigue will become an important solution to the labor shortage problem. According to the International Federation of Robotics (IFR), it is predicted that by 2030, the global industrial robot market size will reach 10 million units, with humanoid robots expected to account for over 15% **Breaking Down the Optimus Supply Chain: Who is Sharing the Trillion-Dollar Cake?** The surge in Sanhua's stock is just the beginning. The mass production of Optimus will drive the explosion of three core tracks: The orders for linear actuators from Sanhua are just the tip of the iceberg. Optimus requires 28-40 joint modules, involving key components such as harmonic reducers (like Lide Harmonic) and servo motors (Inovance Technology). Chinese manufacturers, leveraging cost advantages and rapid technological iteration, have captured 70% of Tesla's supply chain. Taking Sanhua as an example, its developed linear actuators have reached internationally leading levels in precision and durability. The company's financial report shows that revenue from robotics-related businesses is expected to grow by 320% year-on-year in the first half of 2025, with gross margins maintained above 35%. This characteristic of high growth and high margins is a significant reason for capital's pursuit. In addition to Sanhua, domestic harmonic reducer leader Lide Harmonic is also accelerating production expansion. It is reported that the company's new factory in Suzhou will be put into operation in 2026, with an annual production capacity of 500,000 units, sufficient to meet the initial mass production demand of Optimus. In the servo motor field, Inovance Technology, Estun, and other companies are also actively laying out high-precision servo systems, which will not only be used in industrial robots but will also become core components of humanoid robots in the future. Optimus's "brain" relies on high-performance AI chips. Tesla's self-developed Dojo supercomputer and NVIDIA GPUs form the computing power base, while Chinese companies like Cambricon and Horizon Robotics are accelerating the replacement of overseas suppliers with their visual perception solutions. "The demand for low power consumption and high computing power in robots overlaps significantly with that of autonomous driving chips," pointed out an industry analyst. Specifically, Optimus's AI system needs to handle three major types of tasks: environmental perception, motion control, and decision planning. In terms of environmental perception, Tesla employs a multi-sensor fusion solution, including high-precision cameras, millimeter-wave radar, and LiDAR. The massive data generated by these sensors requires powerful edge computing capabilities for processing, making the performance of AI chips crucial. Currently, Tesla mainly uses its self-developed D1 chip in conjunction with NVIDIA's Orin chip to form its computing platform. However, considering cost factors, it may introduce more Chinese suppliers in the future. Cambricon's latest MLU370-X8 chip has performed excellently in robot vision processing tests, with power consumption 15% lower than comparable NVIDIA products, making it a potential alternative. On the algorithmic level, Tesla's autonomous driving technology accumulation provides important support for its robotics project. Optimus uses a neural network architecture derived from Autopilot, enabling rapid environmental learning and behavior prediction. This technology transfer not only shortens the development cycle but also reduces R&D costs. Luxshare Precision, Effort, and other companies have provided assembly line solutions for Optimus. In the future, the manufacturing process of the robots themselves may be completed by another batch of robots—this "self-circulation" model, once operational, will lead to an exponential decrease in production costs In the manufacturing segment, Tesla has adopted a strategy that is completely different from traditional automobile production. Due to the more complex structure of humanoid robots, the efficiency of traditional assembly line operations is relatively low. To address this, Tesla has developed a modular assembly system that breaks down the production of robots into multiple independent units, with each unit assembled by specialized collaborative robots. This production method places higher demands on automation equipment. Luxshare Precision provides Tesla with flexible assembly lines that can quickly switch between the production of different models of robots, with switching times controlled within 30 minutes. The visual-guided assembly system developed by Aifute solves the alignment challenges of precision components, improving assembly accuracy to the level of 0.01 millimeters. It is worth noting that the mass production of Optimus will also drive the development of surrounding supporting industries. For example, specialized tools for robots, testing equipment, and maintenance services in various niche areas are expected to experience explosive growth. Industry estimates suggest that the total lifecycle value of the supporting industry for each humanoid robot could exceed 50% of its selling price. **Future Imagination of Humanoid Robots** Elon Musk once predicted, "In the future, every household may have a robot." Behind this vision is a fundamental transformation in the design logic of Optimus—it is not an upgraded version of industrial robotic arms, but a new species centered on "versatility." In Tesla's blueprint, Optimus will initially undertake repetitive tasks such as factory handling and warehouse sorting, but the long-term goal is aimed at the consumer market: caring for the elderly, tutoring children, and even becoming a household "butler." A Goldman Sachs report indicates that if the penetration rate of humanoid robots reaches 10%, the global market size will exceed $5 trillion. From the perspective of technological evolution, the commercialization of Optimus will progress in three stages: The first stage (2026-2028): Mainly applied in industrial scenarios, performing repetitive physical labor. Robots in this stage will have relatively singular functions but can continuously expand their capabilities through software updates. The second stage (2029-2031): Entering the professional service field, such as medical care and educational assistance. Robots at this time will possess stronger AI capabilities and more refined operational skills, able to perform some tasks that require judgment. The third stage (after 2032): Fully entering household scenarios, becoming true "general-purpose robots." Robots in this stage will be as ubiquitous as smartphones, capable of understanding natural language commands and autonomously completing complex tasks. In terms of AI algorithms, Tesla is building the world's largest robot training dataset. Real-world scenario data collected through shadow mode can continuously optimize the decision-making capabilities of robots. At the same time, a dialogue system based on large language models will provide robots with a more natural human-machine interaction experience. From a social impact perspective, the proliferation of humanoid robots will profoundly change employment structures and lifestyles. A McKinsey research report indicates that by 2035, robots could replace about 20% of jobs globally while creating 15% of new occupations. This structural transformation requires a joint response from governments, enterprises, and educational institutions As Tesla's supply chain list grows longer, the "iPhone moment" in the humanoid robot sector is approaching. Optimus may just be the starting point: with the deep involvement of the Chinese supply chain, this revolution driven by technology, capital, and demand may give rise to the biggest technology investment theme of the next decade. As Musk said, "We are not making machines; we are creating a new form of future workforce." From a more macro perspective, the development of humanoid robots is not only about business competition but also an important milestone in the evolution of human technological civilization. When machines can think and act like humans, we will face new ethical challenges and social changes. Nevertheless, the robot revolution led by Musk is already unstoppable, and Chinese manufacturing is playing an increasingly critical role in this historical process. In addition to the current content, more exclusive planning and expert columns from the finance channel are available for free \>\> ### 相关股票 - [Tesla (TSLA.US)](https://longbridge.com/zh-CN/quote/TSLA.US.md) - [Sanhua (002050.CN)](https://longbridge.com/zh-CN/quote/002050.CN.md) ## 相关资讯与研究 - [SpaceX IPO Puts Sam Bankman Fried/FTX Stake In Musk Company Back In Spotlight: Here's The Missed Profits](https://longbridge.com/zh-CN/news/281557662.md) - [Anthropic Reportedly Accidentally Leaks Certain Claude Code Internal Source Code](https://longbridge.com/zh-CN/news/281339600.md) - [Tesla first-quarter deliveries are coming. 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