TheTechno Optimist.

Walker S2UBTech Robotics—UBTech begins Walker S2 mass production; orders exceed 800 million yuanUBTech Robotics—UBTech R&D spending reaches 507M yuan; engineering team expands to 948Walker S2UBTech Robotics—Airbus signs agreement for Walker S2 robots in aircraft assembly

Walker S2

by UBTech RoboticsCN

Full-size industrial humanoid with 52 DOF, stereo vision and dexterous hands. Autonomous battery-swap system enables near-continuous 24-hour operation in automotive, logistics and electronics manufacturing.

DeployStage 4 of 5

Mass production and early customer deployment started Nov 2025. Target: 5,000 units/year by 2026.

Updated 18 Jan 2026Checked 10 Oct0 updates this week

Milestones

Next · 5,000 units annual capacity
  1. Walker series industrial robots deployed2023Complete.
  2. Cumulative sales reach 1,079 units across Walker series2025Complete.
  3. Walker S2 mass production and deliveries beginNov 2025Complete.
  4. Orders exceed 800M yuanJan 2026Complete.
  5. Airbus agreement for aircraft assembly signed18 Jan 2026Complete.
  6. 5,000 units annual capacityTarget 2026Current milestone.
  7. Scale to 10,000 units annuallyTarget 2027Not yet reached.

Most important updates

Upcoming

  1. 20265,000 units annual capacity (next)
  2. 2027Scale to 10,000 units annually
Primer