Shenzhen reaffirms its role as the epicenter of global innovation with the mass deployment of UBTECH’s Walker S2 humanoid robots. The company has begun delivering hundreds of these units to industrial customers, fulfilling orders that already exceed 800 million yuan.
Industrial demand drives UBTECH’s expansion
Since mid-November, UBTECH has stepped up production to supply major players in the automotive and technology sector. Among its customers are BYD, Geely, FAW Volkswagen, Dongfeng and Foxconn, who integrate the robots into assembly lines, warehouses and logistics operations. These organizations seek to automate repetitive physical tasks through advanced technology that operates continuously.
The Walker S2 model stands out for its anthropomorphic structure, precise articulations and hands capable of handling tools and industrial parts. Its operational autonomy has been validated in real environments, where it performs displacements, visual inspections and object handling.
Interchangeable battery, a competitive advantage
One of the most differentiating aspects of the Walker S2 is its autonomous battery exchange system. The robot can replace its battery without human intervention, which drastically reduces downtime. This capability makes it suitable for extended shifts in sectors where operational availability is critical.
The robot’s design responds to specific production needs, especially for tasks requiring mobility, precision and moderate force. Since July, the pallet truck version has been available to industrial buyers throughout China.
Scalability, decreasing costs and market leadership
According to company spokespersons, UBTECH plans to increase its production tenfold by 2026, with a projected 5,000 units per year. The company expects to reach 10,000 robots by 2027 thanks to economies of scale and its network of local suppliers. Currently, more than 90% of Walker S2 components are manufactured in China.
Manufacturing costs are falling by 20% to 30% annually, accelerating adoption in sectors that previously considered humanoid robotics unaffordable. This translates into sustained revenue growth, reduced losses and increased market confidence. Shares of the company, which has been listed in Hong Kong since 2023, have risen more than 150% so far this year.
Humanoid robots as an answer to labor shortage
The need to maintain stable 24/7 operations has been key to the adoption of Walker S2. Companies in provinces such as Hubei, Guangxi and Sichuan have made significant acquisitions. Robots are already performing functions in high labor demand contexts, especially in areas with a shortage of skilled personnel.
With this initiative, UBTECH not only increases its production capacity, but also strengthens its presence in the emerging humanoid automation market. Continuous data integration and embedded learning reinforce its capabilities of AI capabilities in industrial environments.
Walker S2 represents a firm step towards the coexistence of human and robotic labor under collaborative production models driven by efficiency, autonomy and scalability.
Source and photo: UBTECH Robotics