UBTECH Launches Mass Production of Walker S2 Humanoid Robots, Surpassing 800 Million Yuan in Orders

UBTECH's Walker S2: A Milestone in Humanoid Robotics

UBTECH has officially commenced the mass production and delivery of its full-size humanoid robot, the Walker S2. This launch marks a significant advancement in the field of industrial robotics, targeting frontline applications across various sectors. The company aims to deliver 500 units within the year, entering a new phase of large-scale implementation of humanoid robots in real-world scenarios.

The Walker S2 stands at the forefront of UBTECH's ambitious goals. With a production ramp-up plan set to reach an annual capacity of 5,000 robots by 2026, and even scaling to 10,000 units by 2027, the company is committed to meeting the rising market demands. These robots are already deployed in critical industrial environments, including automotive manufacturing, smart factories, and intelligent logistics operations.

UBTECH's approach goes beyond merely providing robotic products; the company is transitioning to offering comprehensive operational capabilities. Through its innovative BrainNet technology platform, it introduces a standardized turnkey solution that amplifies the usability of the Walker S2 in various industrial contexts. The Walker S2 is also compatible with UBTECH's proprietary Co-Agent system, granting it advanced capabilities such as task planning, tool usage, and autonomous anomaly detection.

This substantial pivot in the market reflects UBTECH's vision of moving from product-oriented deliveries to scenario-based operational solutions. By incorporating a comprehensive user-training system, the Walker S2 is designed to provide a pathway for widespread acceptance and integration of humanoid technology across industries.

Since the start of 2025, the company has received impressive orders exceeding 800 million yuan (approximately 112 million USD). Among these contracts, a notable deal to supply Walker S2 robots to a data collection center in Zigong, valued at 159 million yuan, highlights the growing acceptance and necessity for humanoid robotics in modern business operations. This order is particularly important, being the second-largest contract for the series this year, following a record order of 250 million yuan placed in September.

Collaborating with industry leaders such as BYD, Dongfeng Liuzhou Motor, and Audi FAW, UBTECH has expanded its operational footprint across various automotive production lines, allowing it to gather extensive data and firsthand operational insights. This real-world experience is crucial for refining the Walker S2’s performance and ensuring it fits the evolving needs of diverse manufacturing processes.

As humanoid robots represent the apex of embodied intelligence, their current evolution signifies a pivotal moment—transitioning from mere prototypes to full-blown industrial applications. The challenge for the industry lies in overcoming technological hurdles, achieving real-world applications, and ensuring scalable delivery. UBTECH, being the first company to harmonize technological validation with commercial deployment, is paving the way for continued evolution in robotics.

With firm commitments toward building a collaborative ecosystem, UBTECH aims to drive the widespread adoption of humanoid robots. Their strategy emphasizes harnessing technological advancements, leveraging real-world insights, and establishing a robust delivery model, thus facilitating the future of humanoid robotics.

This pioneering step by UBTECH sets the stage not only for the firm’s evolution but also for the entire robotics sector, positioning them strongly in the global marketplace and defining the future trajectory of humanoid technology.

As they continue to advance, the implications of these developments reach far beyond technology, potentially transforming labor dynamics and industrial efficiencies across the globe.