One of many massive deliveries from the company.
The scene seems straight out of a futuristic movie, where rows and more rows of humanoid robots perfectly aligned inside a factory in Shensen, as if they were just waiting for an order to wake up, but this time it is not fiction.
UBTECH Robotics has just announced what it calls the world's first mass delivery of industrial humanoids and this could usher in a new era in global automation. In a statement, the company confirmed that it has shipped hundreds of units of the Walker S2, its industrial humanoid robot, to high-level partners.
The announcement comes just two days after a viral video that showed a veritable army of robots assembled and ready for delivery. This delivery is just the tip of a much larger iceberg. UBTECH Robotics claims to have a 2026 order book exceeding something close to $113 million, to meet that the company needs to deliver hundreds of robots now and reach the end of 2025 with more than 500 units deployed in real environments.
The list of partners confirms that the ambition is great.
Companies like BYD, Gilly, F, Volkswagen, Fox, Do Fame Industries and other giants of the automotive and logistics industries, sectors where every minute stopped costs a fortune. The interest of these companies is not simple technological curiosity, they want something very specific, they want to have operations 24 hours a day, 7 days a week, without breaks, without fatigue, without interruptions, that is where the Walker S2 differentiates itself.
It is one of the few humanoids in the world capable of changing its own battery autonomously, a process that lasts only a few minutes and allows the robot to return to the production line almost immediately. For an industrial environment this is not a technical detail, it is the difference between a useful robot and an indispensable robot. UBTECH Robotics knows this and that is why it uses the term the world's first mass delivery with such strategic aggressiveness.
While competitors like Tesla with Optimus and Xpeng with Iron are still showing prototypes and lab demos, UBTECH Robotics is trying to capture another type of leadership, the leadership of real implementation, putting hundreds of robos running inside factories, handling parts, tools, boxes and logistical flows, that is worth much more than a perfect video.
The great test begins now.
Each manual delivered must demonstrate that it can add value on a day-to-day basis, assembling, transporting, checking, adjusting, repeating exhaustive tasks continuously, and it is on the customer's assembly line, not on the shiny floor of the UBTECH Robotics factory, where the future of these Robots will be decided and perhaps this is the real milestone of this announcement, automation is leaving the laboratory and entering the real world with the format and versatility of a human body, not as a concept, but as a product.
