Tesla Robot Production Capacity Plan Reaches 1 Million Units - Computer Industry "Weekly Decode"

Research Report Summary

Figure’s self-developed Helix 02 system can now autonomously organize the living room with just new data; Tesla showcased its plans at AWE 2026 to start production by the end of 2026, with a long-term capacity goal of 1 million units for the third-generation humanoid robot, aiming to establish a comprehensive “human-vehicle-home” ecosystem; Meta announced plans to deploy four self-developed AI chips (MTIA 300 to 500) over the next two years, aiming to reduce reliance on external sources and costs through a “dual-track mode” to meet the computing power demands of generative AI.

Figure Robots Make New Breakthrough: Helix 02 Achieves Fully Autonomous Living Room Cleanup. A recent video released by Figure shows that its robot can now fully autonomously and end-to-end organize the living room. A month ago, a robot equipped with Figure’s self-developed embodied brain Helix 02—Figure03—completed a full autonomous operation from retrieving dishes from the dishwasher to placing them in cabinets in a home kitchen scene, seamlessly performing 61 actions including walking, grasping, carrying, and placing. According to QuantumBit, to unlock this new task of living room organization, the Figure team did not add new algorithms or perform special scene engineering adaptations; they only supplemented the latest scene data, enabling the Helix 02 system to master this complex daily task. In September 2025, Figure completed Series C funding, securing over $1 billion in committed capital, with a post-investment valuation soaring to $39 billion, setting the highest valuation record in the embodied intelligence sector based on publicly available information.

Tesla AWE Grand Debut: Third-Generation Humanoid Robot Premieres, Long-Term Capacity Planned at 1 Million Units. On March 12, 2026, the China Appliance & Consumer Electronics Expo (AWE 2026) officially opened at the Shanghai New International Expo Center, with Tesla showcasing multiple core products. The third-generation humanoid robot (Tesla Bot) became the highlight of the event. This robot reuses Tesla’s autonomous driving and visual neural network technologies, featuring strong autonomous perception and manipulation capabilities. Its full-body joints and flexibility are significantly improved over previous generations, enabling it to perform delicate operations and heavy physical tasks, aiming to free humans from complex and dangerous work. Tesla plans to start mass production of this robot by the end of 2026, with a long-term capacity target of 1 million units, and expects it to be widely applied in industrial production, home services, and other scenarios. The humanoid robot industry is expected to enter a new phase of large-scale mass production. Companies in the humanoid robot supply chain include iFlytek, Trusrs, ArcSoft, CloudWalk, SoftStone, SORCEN, Xinghuan Technology-U, Hande Information, and UBTECH.

Meta Self-Developed Chips: Four AI Processors to Be Deployed in the Next Two Years. Meta Platforms announced plans to deploy four self-developed AI chips over the next two years to meet rapidly growing computing demands. On its official website, Meta stated that it is continuously advancing the MTIA roadmap—developing four chips: MTIA 300, MTIA 400, MTIA 450, and MTIA 500. MTIA 300 will be used for core ranking and recommendation training and is already in production. The 400, 450, and 500 models will handle all workloads, with the company mainly using these chips for inference tasks before 2027 to support generative AI. This move aims to diversify hardware sources, reduce dependence on external chip manufacturers, and lower costs in the highly competitive and expensive AI race. Meanwhile, Meta will continue purchasing chips from other companies and has recently announced plans to spend billions of dollars on hardware from Nvidia and AMD.

Investment Recommendations

Tesla’s third-generation humanoid robot is about to be officially released and enter mass production, marking the start of large-scale commercial deployment in the humanoid robot industry. Investors are advised to focus on companies along the humanoid robot industry chain.

Main risks to the rating: slower-than-expected technological innovation; policy implementation issues; instability in downstream demand.