News & Analysis — Humanoid Robot Industry
Humanoid robot news & analysis
Deployments, production ramps, pricing and listings — with sources for every claim.
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1X NEO Opens Pre-Orders: The First Home Humanoid With a Price Tag and a Delivery Window
1X opened NEO pre-orders in October 2025 at $20,000 or $499 per month, with US deliveries slated for 2026. It is the first serious attempt to sell a humanoid into homes — teleoperation caveats and all.
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Tesla Optimus in 2026: Fremont Is Being Rebuilt for Robots, but Shipment Numbers Are Still Zero
Tesla has ended Model S and X production to convert Fremont lines for Optimus, targets a one-million-unit line by the end of 2026 — and has so far reported zero commercial shipments. A sober look at what Tesla has and has not said.
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UBTECH's Walker S2: The Battery-Swapping Humanoid That Made 24/7 Factory Shifts Practical
UBTECH began mass production of the Walker S2 in November 2025 with orders above 800 million yuan. Its signature feature — a three-minute autonomous battery swap — attacks the least glamorous bottleneck in humanoid deployment: charging downtime.
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Unitree's STAR Market IPO and the R1: China's Humanoid Price Leader, by the Numbers
Unitree Robotics has won regulatory registration for a Shanghai STAR Market IPO after reporting 5,500+ humanoids sold in 2025 at a profit. Its R1 reset consumer humanoid pricing below 40,000 yuan. The filing documents tell the story.
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Agility Robotics' Digit: 100,000 Totes, Nine Facilities, and a $2.5 Billion Path to Nasdaq
Digit has the longest commercial track record of any humanoid: a multi-year RaaS contract with GXO, deployments at Schaeffler and Toyota, and 100,000+ totes moved at a single site. In June 2026 Agility announced a SPAC merger at a $2.5B valuation.
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Figure's BMW Deployment and the Figure 03: What 11 Months on a Real Production Line Produced
Figure AI has published the results of an 11-month Figure 02 deployment at BMW's Spartanburg plant, unveiled the mass-production-oriented Figure 03, and raised more than $1 billion at a $39 billion valuation. Here is what is actually documented.
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