UBTech Walker S2: mass production

2025-11-17 · Publisher : UBTech · Domain : Robotics

UBTech starts mass production and delivery of its Walker S2 industrial humanoid: a first batch of several hundred units, a target of 500 deliveries in 2025 and more than ¥800M in Walker orders since early 2025.

### Background On November 17, 2025, UBTech (Shenzhen, listed in Hong Kong) announced the start of mass production and deliveries of the Walker S2, its full-size industrial humanoid introduced in July 2025. A first batch of "several hundred" units is heading to customer plants, with a target of 500 deliveries by year-end. ### Specifications | Item | Value announced by UBTech | |---|---| | Orders | over ¥800M (about $112M) for the Walker series since early 2025 | | Largest order | ¥250M, signed in September 2025 | | Other contract | ¥159M for a data-collection center in Zigong | | Target capacity | 5,000 units a year in 2026, 10,000 in 2027 | | Software | Co-Agent intelligent system: intent understanding, planning, tool use | | Customers and partners | BYD, Geely, FAW-Volkswagen, Audi FAW, Dongfeng Liuzhou, BAIC, Foxconn, SF Express | The Walker S2 stands out for **swapping its own battery** in a few minutes, allowing continuous operation. ### Why it matters It is one of the first public, quantified transitions of a full-size humanoid from pilots to series deliveries, with named industrial customers, mostly carmakers. It provides a concrete benchmark for volume and revenue in a sector still dominated by demos. ### Key takeaways The Walker S2 becomes the benchmark for series-delivered industrial humanoids in China. Order figures and capacity targets are those communicated by the company and have not been audited by us.

Tags : Humanoïde, Chine, Industrie, Production de masse, Automobile