Overview
- UBTECH won a 159 million yuan procurement in Zigong for Walker S2 units with delivery slated for November, lifting Walker-series 2025 orders past 800 million yuan as the company reports revenue growth but continued losses.
- Xpeng unveiled the IRON humanoid with indoor AEB, an all-solid-state battery and three Turing AI chips powering VLT/VLA/VLM models, while targeting mass production by late 2026.
- He Xiaopeng released an uncut, single-take video to counter online claims that the IRON stage demo used a person inside the robot suit.
- Unitree introduced its G1 full-body teleoperation platform that mirrors human motions to perform tasks such as dishwashing and tidying, following the recent debut of its H2 humanoid.
- Industry roadmaps remain cautious as UBTECH’s research head projected 2–3 years to broader industrial use, 3–5 years for commercial service roles, and at least 8–10 years for meaningful home deployment, while capital interest surfaced with Pony.ai’s Hong Kong IPO, the year’s largest in autonomous driving.