The mass production and delivery video of humanoid robots was publicly questioned by the founder of Figure as a fake. UBTECH responded.

UBTECH responds to public questions from foreign companies. On November 18, UBTECH (09880.HK) responded to "the video of the humanoid robot Walker S2 starting mass production and delivery was made with CG", saying that this statement was completely untrue. Previously, UBTECH released a video of the mass production and delivery of the industrial humanoid robot Walker S2. Figure founder Brett Adcock publicly questioned on social platforms that the video was "fake robots" and was most likely produced by computer special effects.

UBTECH stated that this video release is a milestone for UBTECH to achieve the official delivery of hundreds of full-size industrial humanoid robots Walker S2, and it is completely shot on site. The official account of UBTECH has released a one-shot, full-speed and original sound video material in response to this false statement, which reflects the true situation at the scene.

Screenshot of Figure founder Brett Adcock’s tweet

According to reports, the humanoid robots delivered by UBTECH will be put into front-line applications in the industry in batches, covering key areas such as automobile manufacturing, intelligent manufacturing, smart logistics, and data mining centers. It is a key step for UBTECH to achieve the delivery target of 500 units within the year. It also marks that UBTECH humanoid robots have officially entered a new stage of large-scale scenario application.

Since the beginning of 2025, the cumulative order value of UBTECH Walker series humanoid robots has exceeded 800 million yuan. In terms of scene applications, UBTECH has established cooperation with many industry leading companies such as BYD, Dongfeng Liuzhou Automobile, Geely Automobile, FAW-Volkswagen Qingdao Branch, Audi FAW, BAIC New Energy, Foxconn, SF Express, etc. to promote the commercial application of humanoid robots.

UBTECH said that in the face of growing market demand, the company has formulated a production ramp-up plan. It is expected that the annual production capacity of industrial humanoid robots will reach 5,000 units by 2026, and further expand to 10,000 units in 2027.