UBTECH Secures Over 1.3 Billion Yuan in 2025 Humanoid Robot Orders as Walker Series Takes Off
In 2025, the humanoid robot industry entered an unprecedented boom, and Shenzhen-based UBTECH Robotics quickly moved to the forefront by capturing more than 1.3 billion yuan in orders for its industrial humanoid robots. The bulk of this business centers on the company’s Walker series, now being rolled out across major Chinese automakers, electronics manufacturers, and local government projects.
Contract surge in late 2025
Since November 2025, UBTECH has clinched three major government-backed projects worth a combined 566 million yuan, or roughly 13 billion yen. These include a 143 million yuan Jiujiang Humanoid Robot Data Collection and Training Center in Jiangxi, a 264 million yuan Fangchenggang Data Collection and Training Center and Innovation Education Demonstration Project in Guangxi, and a 159 million yuan Zigong Humanoid Robot Data Collection Center in Sichuan. When added to several large orders signed between September and October, UBTECH’s humanoid robot contracts for 2025 reach about 1.3 billion yuan, equivalent to around 30 billion yen.
Walker robots enter factory floors
Most of the new orders are for UBTECH’s Walker industrial humanoid series, targeted primarily at corporate and public-sector clients. Many customers are in the automotive supply chain, where robots are already being used on production lines and in customer-facing roles following pilot deployments that began in late April 2025. Key users include Chinese automakers Geely and BYD, joint ventures such as FAW-Volkswagen and the Audi–FAW new energy partnership, BJEV under BAIC Group, and major EMS provider Foxconn, reflecting growing confidence in humanoid robots for repetitive, standardized tasks.
Why automakers lead adoption
Automotive plants are emerging as the first-choice environment for humanoid robots because of their highly standardized processes, clear operating procedures, and repetitive work. Factory layouts originally designed for humans make it easier for humanoid robots to integrate than traditional industrial arms, and their general-purpose design allows broader testing of real-world capabilities. Similar considerations are driving adoption among overseas automakers, including BMW and Mercedes-Benz in Germany and Tesla in the United States, which are exploring humanoid platforms for both production and logistics scenarios.
Public sector push and national strategy
China’s public sector is also becoming a powerful growth driver for UBTECH, with large 2025 contracts from local governments and public platforms for data collection and training centers, port operations, inspections, logistics, and public services. Humanoid robots have been elevated to the status of a strategic emerging industry in China, spurring a nationwide build-out of innovation centers and industrial platforms dedicated to the technology. For smaller, prefecture-level cities seeking to catch up with major hubs, direct procurement of advanced humanoid robots is increasingly seen as a fast, pragmatic route to building a local robot industry ecosystem.