XPeng Inc.

• IRON

Facilities & manufacturing

• Production setup

  2026-09-17 - XPENG said its humanoid-robot programme has begun gradual mass production. - XPENG humanoid robot programme / IRON

  Source
• Production setup

  2026-02-25 - XPeng announced a planned full-chain humanoid production base in Guangzhou covering development validation, pilot production and scaled manufacturing. The source described the project plan rather than an opened facility. - IRON and XPeng humanoid programme - Guangtang Science and Technology City, Guangzhou, China

  Source

Production capacity

• Production capacity

  2026-03-20 - XPeng targets IRON monthly production capacity above 1,000 robots by the end of 2026. Annualized, the disclosed floor is above 12,000 robots per year; this is a capacity target, not achieved output. - IRON; annualized from disclosed monthly target - Guangzhou, China

  Source

Output & shipments

• Reported output

  2026-05-18 - XPENG said the first mass-produced unit of its GX-based robotaxi rolled off the production line at its Guangzhou headquarters. - GX-based robotaxi - Guangzhou, China

  Source

Operating milestones

• Operating metric

  2026-09-08 - XPeng commissioned its dedicated IRON line and reports automation exceeding 80% across core production processes. - IRON humanoid production line - Guangzhou, China

  Source

• Commercial activity

  2026-06-03 - XPeng plans to put IRON to work as an in-store shopping guide at its offline retail outlets from Q1 2027, following mass-production integration. This is a deployment roadmap, not a live commercial deployment. - IRON retail-guide deployment - XPeng offline retail outlets

  Source

Supply chain relationships

• RoboSense

  Inbound - Perception - RoboSense supplied lidar for the XPENG G9 and later announced XPENG MX lidar adoption

  Source
• Tuopu Group

  Inbound - actuation and motion control - Tuopu Group and XPeng are linked through humanoid robotics supply-chain activity

  Source

• 2022-07-12 - Series A - XPENG Robotics raises over US$100M Series A

  XPENG Robotics signed a Series A financing of more than US$100 million, with IDG Capital among the leads and parent-affiliated XPeng participating as an existing shareholder. - source: xiaopeng.com

• 2020-07-20 - Series C+ - XPeng signs approximately US$500M Series C+ financing

  XPeng signed an approximately US$500 million Series C+ financing with Aspex, Coatue, Hillhouse Capital and Sequoia Capital China. - source: businesswire.com

• 2019-11-13 - Series C - $400M - XPeng raises $400M Series C

  XPeng raised $400 million in Series C funding with strategic participation from Xiaomi. - source: forbes.com

• 2018-01-29 - Series B - XPeng raises RMB2.2B in Series B financing

  XPeng announced RMB2.2 billion in Series B financing with Alibaba, Foxconn and IDG Capital as joint major investors. - source: alizila.com

• IDG Capital - Lead - VC - 2 funding events - repeat backer - first seen 2018-01-29 - latest 2022-07-12
• Alibaba - Participant - Corporate / CVC - 1 funding event - strategic/corporate - first seen 2018-01-29
• Aspex - Participant - Unknown - 1 funding event - first seen 2020-07-20
• Coatue - Participant - Unknown - 1 funding event - first seen 2020-07-20
• Foxconn - Participant - Unknown - 1 funding event - first seen 2018-01-29
• Hillhouse Capital - Participant - VC - 1 funding event - first seen 2020-07-20
• Sequoia Capital China - Participant - VC - 1 funding event - first seen 2020-07-20
• Xiaomi - Participant - Unknown - 1 funding event - first seen 2019-11-13
• XPeng Inc. - Participant - Unknown - 1 funding event - first seen 2022-07-12

• XPEV - NASDAQ

• He Xiaopeng - Co-founder, Chairman and Chief Executive Officer - Leads XPeng’s expansion from smart vehicles into IRON, robotaxis and the group’s wider physical-AI programme.

Events

• 2026-10-08 - Product Launch - XPENG introduces YOYO robotaxi brand and booking mini-program

  A Robotaxi website page and the XPENG YOYO ride-booking mini-program are now online; public trial access will use invitation codes. More than 2,000 internal test rides had been completed in Guangzhou by August; passenger services without safety drivers are targeted for 2027.

  Source
• 2026-09-22 - Production Milestone - XPENG Robotics reportedly completes core supplier audits and nominations

  The first robotics supply-chain partner conference brought together suppliers of actuators, dexterous hands, sensors and AI chips. The report also described substantial overlap between XPENG's and Tesla's core robotics suppliers.

  Source
• 2026-09-08 - Production Milestone - XPeng commissions dedicated IRON production line

  More than 80 percent of core manufacturing processes were automated, following an automotive-grade quality system. The September 2026 configuration had 76 body degrees of freedom, 21 per hand and three Turing chips rated at up to 2,250 TOPS. The company planned volume production by the end of 2026, followed by official market launch and deliveries in China and overseas in 2027.

  Source
• 2026-08-27 - Product Launch - XPeng announces XOS 6.3.0 VLA upgrade for the G9L

  The Infini-VLA architecture retains up to 30 seconds of road-scene context for driving decisions. The integrated X-Foresight model predicts possible motion by surrounding road users up to six seconds ahead. XPeng presented the upgrade on 27 August 2026; the G9L debut and broader software availability remained future rollout steps.

  Source
• 2026-08-24 - Funding - XPENG Robotics signs share-purchase agreements for more than $900M

  IDG Capital initiated the round, with Gaorong Ventures participating and Tencent and Alibaba supporting as strategic investors. The capital is allocated to robotics hardware and software R&D, Physical AI model training, data generation, production facilities and international expansion. The announcement concerns signed financing agreements; it does not establish that every subscription had closed on August 24, 2026.

  Source
• 2026-07-15 - Market Signal - XPeng targets monthly IRON capacity above 1,000 robots

  The commercial roadmap placed sales-assistant roles at Chinese stores in the first quarter of 2027, followed by overseas stores. The planned Guangzhou base spanned research validation, small-batch trials and scaled manufacturing across approximately 110,000 square metres.

  Source
• 2026-07-15 - Demonstration - XPeng completes Germany acceptance testing for VLA 2.0 localisation

  The Germany acceptance test followed local road validation of the VLA 2.0 stack. The work supports planned overseas deployment in 2027. The milestone is localisation testing, not European regulatory approval or general availability.

  Source
• 2026-06-10 - Org Change - XPeng CEO He Xiaopeng takes direct control of robotics business

  The change followed the departure of robotics product-planning lead Shi Xiaoxin, a founding member of the IRON programme. XPeng planned mass production and initial delivery for the fourth quarter of 2026, with showroom guidance in China targeted for the first quarter of 2027. The business brought together hardware, AI models, supply chain, manufacturing and marketing teams.

  Source
• 2026-05-18 - Production Milestone - XPENG begins mass production of GX-based robotaxi in Guangzhou

  XPENG said the first mass-produced unit of its robotaxi rolled off the production line at its Guangzhou headquarters. The robotaxi is built on the XPENG GX platform and is described by XPENG as China first production-ready, pre-assembled robotaxi model developed entirely through full-stack in-house technologies. The vehicle is part of XPENG Physical AI roadmap, with pilot operations planned for the second half of 2026 and fully driverless operations targeted for early 2027.

  Source
• 2026-02-25 - Production Milestone - XPeng announces Guangzhou humanoid production-base project

  The Guangtang Science and Technology City embodied-intelligence park was planned to cover approximately 110,000 square metres. The project was designed to accommodate research validation, small-batch trial production and scaled manufacturing, with robot workshops and supporting facilities in its first phase.

  Source
• 2026-02-25 - Facility - XPeng Begins Construction of 110,000 m² Humanoid Robot Factory

  • XPeng commenced construction of a humanoid robot production base in Guangzhou's Tianhe District on February 25, 2026. • The facility spans approximately 110,000 square meters and includes high-standard robot workshops and supporting infrastructure. • XPeng signed a strategic cooperation agreement with the Tianhe District government to jointly advance the development of the embodied intelligence industry.

  Source
• 2025-11-05 - Product Launch - XPeng unveils next-generation IRON humanoid

  The announced design used a humanoid spine, bionic muscles and flexible skin, with 82 body degrees of freedom and 22 degrees of freedom per hand. The platform combined three Turing AI chips, all-solid-state batteries and a VLT, VLA and VLM software stack. XPeng targeted large-scale production by the end of 2026 and planned initial commercial service scenarios such as shopping assistance and guided tours.

  Source
• 2025-11-05 - Market Signal - XPeng Announces Launch of Three Robotaxi Models in 2026

  • XPeng announced plans to launch three self-developed robotaxi models in 2026 and commence trial operations. • The vehicles will be equipped with XPeng's in-house developed Turing AI chips, delivering up to 3,000 TOPS of computing power. • XPeng also partnered with Alibaba's Amap to integrate these driverless cars into Amap's platform for future robotaxi services.

  Source
• 2025-11-05 - Partnership - XPeng names Baosteel as IRON ecosystem partner

  Baosteel chairman Zou Jixin identified inspection in complex industrial environments as an application to investigate. XPeng planned to open the robot SDK to global developers and prioritize initial guided-tour, shopping-assistance and visitor-routing scenarios.

  Source
• 2025-05-19 - Partnership - NVIDIA powers humanoid robot industry with Isaac GR00T platform adopted by Agility, Boston Dynamics, Fourier and others

  NVIDIA released Isaac GR00T N foundation models enabling humanoid robots to perform complex manipulation tasks via natural language commands. Agility Robotics, Boston Dynamics, Fourier, Galbot, Mentee Robotics, NEURA Robotics, General Robotics, Skild AI, and XPENG Robotics are adopting the NVIDIA Isaac platform. AeiRobot, Lightwheel, Foxlink, and NEURA Robotics are early adopters of GR00T N models; Foxconn and Foxlink use GR00T-Mimic blueprints for manufacturing.

  Source
• 2025-03-11 - Market Signal - XPeng considers long-term humanoid robotics investment

  The CEO described current spending as conservative and said investment could increase as the industry developed. He spoke on the sidelines of China’s annual parliamentary session after approximately five years of robotics work at XPeng.

  Source
• 2025-03-11 - Market Signal - Xpeng Motors plans $13.8 billion investment in humanoid robots

  • Xpeng Motors announced plans to invest up to 100 billion yuan ($13.8 billion) in humanoid robotics over the next two decades. • CEO He Xiaopeng stated that the company has been involved in the humanoid robot industry for five years and may continue for another 20 years. • Xpeng unveiled its humanoid robot, Iron, in November 2024, positioning it as a competitor to Tesla's Optimus.

  Source
• 2022-07-12 - Funding - XPENG Robotics raises over US$100M Series A

  XPeng identified IDG Capital as one of the lead investors and said XPeng and other existing shareholders participated. The recipient was XPENG Robotics, an affiliate of XPeng Inc.; the amount is excluded from the parent company's own funding total. Proceeds were directed to robot hardware and software R&D, technical hiring, and product development and iteration.

  Source
• 2020-07-20 - Funding - XPeng signs approximately US$500M Series C+ financing

  The company did not identify a lead investor. The financing followed XPeng's US$400 million Series C in November 2019. XPeng had begun P7 deliveries and obtained the production licence for its Zhaoqing factory before the Series C+.

  Source
• 2019-11-13 - Funding - XPeng raises $400M Series C

  Xiaomi joined the financing as a strategic investor. The round supported XPeng's smart-electric-vehicle development and commercialization. The financing preceded XPeng's approximately $500 million Series C+ in 2020.

  Source
• 2018-01-29 - Funding - XPeng raises RMB2.2B in Series B financing

  XPeng described Alibaba, Foxconn and IDG Capital as the three joint major investors, without assigning a sole lead. The financing took XPeng's reported cumulative capital raised above RMB5 billion. The transaction was announced at a Hong Kong press conference on 29 January 2018.

  Source

Relationships

• Baosteel Stock

  Industrial Ecosystem Partner - XPENG named Baosteel Stock an ecosystem partner for IRON, including industrial inspection scenarios.

• XPENG Robotics

  Controlled Robotics Subsidiary - XPENG Robotics remains controlled by XPeng and consolidated in the group's financial statements.

Comparable profiles

• Tesla

  stack adjacency - Humanoid Builders · Automotive Factory Robotics Adoption

• Rainbow Robotics

  stack adjacency - Humanoid Builders

• Genisom AI

  stack adjacency - Humanoid Builders

• VinRobotics

  stack adjacency - Humanoid Builders

• Rotaku

  stack adjacency - Humanoid Builders

• AIDOL

  stack adjacency - Humanoid Builders

• ATOM Humanoid

  stack adjacency - Humanoid Builders

• Kunlunxing Robotics / 昆仑行机器人

  stack adjacency - Humanoid Builders

• AKINROBOTICS

  stack adjacency - Humanoid Builders

• O-ID

  stack adjacency - Humanoid Builders

• Dongfeng Motor Corporation

  stack adjacency - Humanoid Builders

• Vesoma

  stack adjacency - Humanoid Builders

Context tags

• Humanoid builders - Stack Layer
• Automotive factory robotics adoption - Capability