Victoria Bazir
⬤ UBTECH just reached a pretty significant production milestone – the 1,000th Walker S2 industrial humanoid robot came off the assembly line at their super smart factory in Liuzhou, Guangxi. The timing's no accident either. The company recently locked down two major deals: the Huizhou Huaiyang District Humanoid Robot Greater Bay Area Data Collection Center project (worth 59.62 million yuan) and the Hohhot Embodied Intelligent Technology Center equipment procurement project (77.8 million yuan). Combined, that's over 130 million yuan in fresh orders.
⬤ Here's where things get interesting – UBTECH's cumulative humanoid robot orders have climbed to nearly 1.4 billion yuan heading into 2025, putting them right up there with global leaders in this space. That 1,000th Walker S2 isn't just symbolic; it represents their annual production hitting 1,000 units, with more than 500 already delivered this year alone. These robots aren't sitting in labs anymore – they're working real jobs in automotive plants, electronics manufacturing facilities, and logistics warehouses doing actual industrial tasks.
⬤ The company's not stopping there. UBTECH's planning a massive production scale-up that should push their annual capacity to 10,000 humanoid robots by 2026. That would be one of the biggest industrial-scale humanoid robot rollouts we've seen. The jump from 1,000 to 10,000 units shows both customer demand heating up and UBTECH building out serious manufacturing infrastructure for these systems.
⬤ Why this matters: humanoid robotics is quickly moving from "cool tech demo" to actual industrial automation tool. Between real-world deployments increasing, order volumes growing, and production capacity scaling fast, these platforms are making the leap from pilot programs to mainstream industrial use. As companies worldwide hunt for flexible automation solutions, UBTECH's milestone shows humanoid robots are gaining real commercial traction.
Victoria Bazir
