COMPANIES · ROBOTICS & PHYSICAL AI

UBTECH Robotics

A Shenzhen robotics company listed in Hong Kong. It makes the Walker line of full-size industrial humanoid robots, along with logistics robots, consumer robots and education products.

DirectRobotics & physical AI
What it does

A Shenzhen robotics company listed in Hong Kong. It makes the Walker line of full-size industrial humanoid robots, along with logistics robots, consumer robots and education products.

Why it matters

UBTECH is the first humanoid maker to publish concrete order and delivery figures rather than demonstrations, and it names the car plants and logistics operators taking the robots. Whether those deliveries turn into repeat orders is the real test, and the published figures are cumulative orders rather than recognized revenue.

How it makes money

Automotive and logistics companies buy or lease its Walker humanoids; it also sells consumer and education robots.

Geography

China

AI stack position

Robotics, autonomous systems and physical AI. Companies bringing AI into the physical world: self-driving cars, humanoid robots, drones and factory automation. This is often called "physical AI." Open the robotics lens.

Connections (3)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (1)

UBTECH Robotics has deployed robots with Hon Hai (Foxconn)
Partners withCurrent
UBTECH said Walker series humanoid robots have been deployed with manufacturing and logistics partners including Foxconn, alongside BYD, Geely Auto, FAW-Volkswagen Qingdao, Audi FAW, BAIC New Energy and SF Express.

Source: 2025-11-17 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: UBTECH's own release. It does not establish how many robots are at Foxconn, at which sites, what Foxconn paid, whether the deployment is a pilot, or that it continues today.

UBTECH Humanoid Robot Walker S2 Begins Mass Production and Delivery, with Orders Exceeding 800 Million Yuan ↗

Comparisons (2)

UBTECH Robotics competes with Unitree Robotics
Competes withComparison only
UBTECH said it has begun mass production and delivery of its full-size Walker S2 industrial humanoid, targeting capacity of 5,000 units a year in 2026, in the same Chinese humanoid market Unitree Robotics serves.

Source: 2025-11-17 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: The cited source does not name Unitree. This row records market overlap only; it does not establish relative shipments, pricing or capability, and the capacity figure is a target rather than production achieved.

UBTECH Humanoid Robot Walker S2 Begins Mass Production and Delivery, with Orders Exceeding 800 Million Yuan ↗
UBTECH Robotics competes with AgiBot
Competes withComparison only
UBTECH said its Walker S2 humanoid is being delivered into automotive production lines, smart factories and logistics operations, the same industrial market AgiBot targets with its humanoid and wheeled-legged robots.

Source: 2025-11-17 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: The cited source does not name AgiBot. This row records market overlap only and does not establish relative shipments, pricing, or that the two have competed for the same order.

UBTECH Humanoid Robot Walker S2 Begins Mass Production and Delivery, with Orders Exceeding 800 Million Yuan ↗

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .