UBTECH
China's first full-size bipedal humanoid in routine industrial use
The auto-plant pilot matrix
Walker S1/S2 have entered BYD, Foxconn, Geely, NIO, Dongfeng Liuzhou and FAW-VW Qingdao plants for equipment inspection, quality checks and move-and-label tasks; BYD's in-house 'Yao-Shun-Yu' humanoids field ~150 prototypes in Shenzhen/Changsha bases with move-and-label efficiency at 80% of human pace. UBTECH shipped ~1,000 full-size units in H1 2026 with RMB 590 m embodied revenue, Walker S full-year guidance raised to 5,000 and annualized capacity above 6,000.
Data base: collection centers plus Thinker-WM
The Liuzhou and Zigong industrial data centers field 500+ robots continuously logging joint torque and tactile feedback at 400+ effective hours per robot per year; the Thinker model auto-labels near-fully and decomposes complex operations into standardized atomic skills; Thinker-WM world model synthesizes high-fidelity virtual data from little real data, closing a real-calibrate-virtual-expand-iterate-feedback loop, and UBTECH co-leads humanoid industry standard drafting.
| Item | Value |
|---|---|
| H1 2026 full-size shipments | ~1,000 units; RMB 590 m |
| Walker S guidance | 5,000/yr; 6,000+ annualized capacity |
| Collection centers | Liuzhou/Zigong 500+ robots, 400+ h/robot/yr |
| Joints | Walker S 41 servo joints, cm-level positioning |