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UBTech gears up to deliver over 1,000 humanoid robots by end of year

Humanoid robots are seen as a way to replace human labour leading to a future of "labour abundance" which could change economic of labour forever.

Key takeaways

  • The company aims to deliver between 500 and 1,000 units of its Walker S Series industrial humanoid robots.
  • The South China Morning Post (SCMP) reported that the upcoming Walker S2 model is expected to account for over 60% of this year’s humanoid robot deliveries.
  • Reportedly, these robots will be delivered to various industries including car manufacturers, Apple supplier Foxconn, and logistics firm SF Express.
Cite or link to this article

Griffin, M. (2025) 'UBTech gears up to deliver over 1,000 humanoid robots by end of year', 311 Institute, 8 March. Available at: https://www.311institute.com/ubtech-gears-up-to-deliver-over-1000-humanoid-robots-by-end-of-year/ (Accessed: 1 October 2026).

Humanoid robots may become commonplace in the future as companies plan to mass-produce these human-like machines which in time some billionaire polymaths such as Elon Musk say will “create an age where labour is abundant”, which could reshape entire economies, especially when you also factor in the concept of the Artificial Intelligence (AI) limitless workforce.

Now, as the humanoid robot race heats up China’s UBTech Robotics is gearing up to mass-produce its humanoid robots by the end of this year. The company aims to deliver between 500 and 1,000 units of its Walker S Series industrial humanoid robots.

The South China Morning Post (SCMP) reported that the upcoming Walker S2 model is expected to account for over 60% of this year’s humanoid robot deliveries.

Reportedly, these robots will be delivered to various industries including car manufacturers, Apple supplier Foxconn, and logistics firm SF Express.

Many industries, particularly manufacturing, are facing a shortage of human workers. The labor shortage is a big reason factories are increasingly interested in using humanoid robots. As per the company’s website, the Walker S series includes the Walker S, Walker S1, and the upcoming S2.

These incorporate advanced perception systems, enabling precise and safe collaborative work on factory assembly lines. The humanoids aim to empower industries by integrating AI and robotics technologies.

Walker S features over 41 servo joints. Furthermore, Walker S possesses advanced capabilities including multiple sensors (visual, audio, and distance), and the ability to explore its environment. Walker S possesses robust capabilities for reliably perceiving its surroundings, including humans and objects.

The advanced Walker S1 has features like 360-degree multimodal perception, integrated joints, and dexterous hands and is equipped with a Large Language Model (LLM) for general task planning.

The Walker S1, the company’s most advanced industrial humanoid, was launched last October. The humanoid robot has already been successfully integrated into the production lines of several leading car manufacturers, including BYD.

In fact, apparently UBTech received over 500 orders for its Walker S1 robot from major automakers last year. On January 15th, UBTech Robotics entered into a new partnership with Foxconn, a major Apple supplier, to integrate its Walker S1 humanoid robot into iPhone manufacturing processes. But UBTech is not resting on its laurels.

Reportedly, the company plans to launch the Walker S2, a “lighter and stronger version” of its existing humanoid robot, in the second quarter of this year. Furthermore, they likely plan to introduce another newer model of this series by the end later in the year. At the moment, not many details have been disclosed about these upcoming robots.

The Walker S2 reportedly features several advancements, including enhanced precision, advanced vision systems, improved AI algorithms for quicker task adaptation, and increased load capacity. UBTech’s plans to ramp up production come amid a surge in competition within China’s robotics sector. Numerous new companies are rapidly developing their own humanoid robots.

Agibot, also known as Zhiyuan Robotics, has announced bold plans to produce 1,000 units of its general-purpose commercial humanoid robots. Interestingly, the Shanghai-based startup launched its inaugural humanoid robot model just in August 2023.

The US companies like Tesla are aiming to achieve mass production of their humanoid robots in 2026. Competition is fierce, with new players entering the market rapidly, but the company believes its decade of experience gives it a competitive edge.

“Technology is a key driving power for the new companies, but it takes time for all of them to train or to make the talent pool, because humanoid robots are a really comprehensive area,” Michael Tam, chief brand officer, told SCMP.

However, UBTech continues to face financial challenges that are common in the robotics industry, primarily high investment costs.

311 Intelligence

What this means for your organisation

Labour shortage is the real driver.

Many industries, particularly manufacturing, face a shortage of human workers. That is a big reason factories want humanoid robots. Firms in ageing economies automate because they cannot hire, so leaders should treat this as a staffing plan and not a novelty.

Pilots are becoming production orders.

UBTech received over 500 orders for its Walker S1 from major automakers last year. The robot already works on production lines at firms including BYD, and a Foxconn deal covers iPhone manufacturing. Factory humanoids are now moving from demonstrations into real work, with wide use expected around 2035.

Rivals and costs will shape timing.

Agibot launched its first humanoid in August 2023 and now plans 1,000 units. Tesla is aiming for mass production in 2026. UBTech still faces high investment costs, and general purpose robots are not expected to be in wide use until around 2039. Staged trials with clear tests are safer than a single large bet.

Three questions for your next leadership meeting

  1. Which of our roles are hardest to fill, and could a humanoid robot do them?
  2. Which line or site could host a small, measured humanoid trial this year?
  3. How will we judge suppliers when many new robot makers are entering the market?

The trends and technologies behind this story

From the 311 Starburst, the 311 Strategic Intelligence Unit’s map of the technologies and trends shaping the next 50 years.

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Analysis by the 311 Strategic Intelligence Unit, from Matthew Griffin’s article and 311 data. First published on Fanatical Futurist.

FAQ

Why does this matter?

Humanoid robots are seen as a way to replace human labour leading to a future of "labour abundance" which could change economic of labour forever.

Matthew Griffin

About the author

Matthew Griffin Founder, President and Futurist, 311 Institute

Matthew Griffin is a multi-award winning Futurist and expert in Disruption and Innovation, Geopolitics, Leadership, and Technology, who NASA have described as a "walking encyclopaedia of the future" and a "futurist Polymath."

Read full bio

Matthew Griffin is a multi-award winning Futurist and expert in Disruption and Innovation, Geopolitics, Leadership, and Technology, who NASA have described as a "walking encyclopaedia of the future" and a "futurist Polymath." 17-time best selling author of the "Codex of the Future" series, Matthew is the Founder, President and Futurist of the 311 Institute, a global Futures and Deep Futures advisory firm working with royal households, world leaders, G7, G20, and G77 governments, NGOs, and multi-national mid and mega cap firms to help them explore, shape, and lead the next 50 years of business and society.

An award-winning YouTube creator with over a million followers, with an unrivalled global reach and impact, Matthew is a highly sought-after international keynote speaker, lecturer, and mentor who collaborates with global leaders through the United Nations Alliance of Civilizations (UNAOC) and United Nations General Assembly (UNGA) to shape pivotal initiatives such as the UN’s AI for Humanity programme, the United Nations Conference of the Parties (UN COP), and the World Economic Forum in Davos.

As the former Global Head of Cloud, National Security, and Enterprise Sales for companies including Atos, Dell-EMC, and IBM, Matthew has a proven track record of building multi-billion dollar business units and turning failing divisions into market leaders. His ability to identify, analyse, and communicate the implications of hundreds of emerging technologies and trends is unparalleled, and his insights are trusted by many of the world’s most respected organisations, including ABB, Accenture, Adidas, AON, ARM, BCG, Centrica, Citi, Coca-Cola, Dentons, Deloitte, Dow Jones, EY, Google, KPMG, Lego, Legal & General, LinkedIn, Microsoft, PepsiCo, Qualcomm, RWE, Samsung, Siemens AG and Siemens Energy, T-Mobile, UBS, VISA, Walmart, Workday, Worldpay and many others.

Regularly featured in the global media including the AP, BBC, Bloomberg, CNBC, Discovery, Forbes, Khaleej Times, Telegraph, TIME, ViacomCBS, WIRED, and the WSJ, Matthews mission is to help organisations create a fair and sustainable future whose benefits are shared by everyone irrespective of their ability, background, or circumstances.

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Sources and further reading

  1. Humanoid robots to assemble iphones in china interestingengineering.com

Source: first published by the 311 Institute on 8 March 2025. Cite as: Griffin, M. (2025). UBTech gears up to deliver over 1,000 humanoid robots by end of year. 311 Institute. https://www.311institute.com/ubtech-gears-up-to-deliver-over-1000-humanoid-robots-by-end-of-year/

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