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Chinese manufacturers accounted for nearly 90% of all humanoid robot shipments worldwide in 2025, new data shows. U.S. firms including Figure AI, Agility Robotics, and Tesla each moved around 150 units - a fraction of Chinese output.
Humanoid robots are stepping into real factory jobs as UBTECH's Walker S2 takes over repetitive tasks at Sany Heavy Industry's wind turbine plant, handling 15-kilogram loads and working alongside human supervisors.
UBTECH secured a deal with Airbus to deploy Walker S2 humanoid robots in aircraft production facilities. The robots are already working at Texas Instruments, marking a shift toward real industrial automation.
UBTECH rolled out its 1,000th Walker S2 humanoid robot from its Liuzhou smart factory. The company's total humanoid robot orders now sit at nearly 1.4 billion yuan, with production capacity projected to jump to 10,000 units annually by 2026.
Texas Instruments is now testing UBTECH's Walker S2 humanoid robot on its actual production floors. Beyond the deployment, UBTECH will also use more TXN components in future robot builds, strengthening ties between the chipmaker and robotics manufacturer.
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