UBTECH
China's first full-size bipedal humanoid in routine industrial use
Automaker training matrix
Walker S1/S2 has entered factories at BYD, Foxconn, Geely, NIO, Dongfeng Liuqi and FAW-Volkswagen Qingdao, handling equipment inspection, quality testing, and moving/labeling. BYD's self-developed "Yaoshunyu" humanoid has deployed about 150 prototypes cumulatively for training at its Shenzhen/Changsha bases, reaching 80% of manual efficiency in moving/labeling. UBTECH shipped nearly 1,000 full-size humanoids in H1 2026, with 590 million yuan in embodied-AI revenue for the half-year, raised its full-year Walker S guidance to 5,000 units, and an annualized capacity over 6,000 units.
Data foundation: collection centers + Thinker-WM
Industrial-grade data-collection centers in Liuzhou and Zigong deploy 500+ robots to continuously collect joint torque and tactile feedback, yielding 400+ hours of valid data per unit per year. The Thinker large model auto-labels nearly the whole pipeline, breaking complex operations into standardized atomic skills. The Thinker-WM world model uses a small amount of real data as a base to generate high-fidelity virtual data in volume, forming a "real calibration - virtual expansion - model iteration - scenario feedback" loop, and leads participation in humanoid-robot industry standards.
| item | Value |
|---|---|
| Full-size shipments in H1 2026 | Nearly 1,000 units; revenue 590 million yuan |
| Walker S guidance | 5,000 units for the year; annualized capacity 6,000+ |
| Collection center | Liuzhou/Zigong: 500+ units, 400+ hours per unit per year |
| Joint | Walker S: 41 servo joints, centimeter-level positioning |