Overview
- UBTECH says it has started mass production and delivered a first batch of several hundred Walker S2 industrial humanoids integrated with its Co-Agent platform.
- The company targets 500 units delivered by year-end 2025 and plans annual capacity of 5,000 in 2026 and 10,000 in 2027.
- UBTECH reports the Walker series has secured orders exceeding 800 million yuan since early 2025, including contracts worth 250 million yuan and 159 million yuan.
- Initial deployments focus on automotive manufacturing, smart factories, logistics hubs and data-collection sites, with collaborations that include BYD, Geely, FAW-Volkswagen Qingdao, Audi FAW, BAIC New Energy, Foxconn and SF Express.
- A promotional “Robot Army” video used to herald the milestone drew outside skepticism over its realism, with some observers suggesting CGI was used.