Walker S2

Source-backed capabilities

• Operating environments: SANY RE wind-power smart factory, Foxconn New Energy Vehicle R&D Centre production validation
• Control modes: Autonomous
• SANY bolt-sleeve removal

  Pilot - Remove bolt sleeves autonomously in SANY RE’s wind-power factory. - environment: SANY RE wind-power smart factory

  Source
• Material handling

  Pilot - 2026-07-13 - The long-term pilot involved material handling and sorting in ROSSMANN logistics environments, with staff feedback and operating data informing further development.

  Source
• SANY bolt sorting

  Pilot - Sort bolts and place them on conveyors at SANY RE. - environment: SANY RE wind-power smart factory

  Source
• SANY tray transfer

  Pilot - Transfer full trays to storage racks and retrieve empty trays while working with people. - environment: SANY RE wind-power smart factory

  Source
• Foxconn coordinated parts feeding

  Pilot - Feed SPS parts alongside Wali U1500 during Chitu alpha production validation. - environment: Foxconn New Energy Vehicle R&D Centre production validation

  Source

• Deliveries

  1,000-unit-level production and delivery milestone - 2026-04-21 - UBTECH filing language says the 1,000-unit-level small-scale mass production and delivery of Walker S2 marked maturity and stability of its manufacturing process. Korthos treats this as a filing-disclosed scale milestone, not audited installed base.

  Source
• Order / Commitment

  500 robots targeted for delivery in 2025 - 2025-11-17 - UBTECH said Walker S2 mass production and delivery had begun and that the milestone moved the company toward a target of delivering 500 units within 2025. This is a delivery target, not confirmed delivered units.

  Source
• Order / Commitment

  RMB159 million signed contract - 2025-11-17 - Zigong data collection center - data collection / industrial operations - UBTECH disclosed a signed RMB159 million contract for Walker S2 robots intended for a Zigong data collection center. The announcement does not confirm completed delivery, an active operating site, or a robot quantity.

  Source
• Production Capacity

  10,000 robots/year - 2025-11-17 - Walker S2 manufacturing - UBTECH said its Walker S2 ramp-up plan scales to 10,000 industrial humanoid units by 2027. This is a forward target and should be compared separately from reported output.

  Source

• Customer Site

  1 named pilot site - 2026-03-26 - ROSSMANN - logistics - ROSSMANN said it received a UBTECH Walker S2 humanoid robot for testing at its Burgwedel logistics center, supported by Terra Robotics.

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• Customer Site

  1 named pilot site - 2026-01-19 - Airbus - aerospace manufacturing - Forbes reported, citing Bloomberg, that Airbus purchased UBTECH Walker S2 humanoid robots for testing in aircraft manufacturing production processes. The public report names the customer but does not disclose robot count.

  Source

• Walker S2 EDU simulation models

  Research Publication - UBTECH publishes Walker S2 EDU Explorer URDF, STL and USD models for ROS and Isaac Sim. The collection includes gripper and third-generation dexterous-hand model variants and is designated for the 2026 global humanoid challenge simulation.

  Source

• UBTECH and Hitachi begin Walker S2 manufacturing validation

  2026-07-13 - Partnership - The cooperation covered elevators, building systems, healthcare, industrial equipment and semiconductor-manufacturing equipment. Hitachi China Research Institute, UBTECH and Hitachi Elevator conducted secondary development and operational testing on an elevator manufacturing floor.

  Source
• UBTECH begins Walker S2 logistics pilot with ROSSMANN

  2026-07-13 - Deployment - Terra Robotics became the exclusive distributor for Germany, Switzerland and Austria and purchased an initial batch of several dozen humanoids. The long-term pilot involved material handling and sorting in ROSSMANN logistics environments, with staff feedback and operating data informing further development.

  Source
• UBTECH Walker S2 delivered to ROSSMANN for logistics pilot

  2026-03-17 - Partnership - Terra Robotics supplied the robot to ROSSMANN’s Burgwedel logistics operation on 17 March 2026. The pilot will run through 2026, progressing from initial use cases to practical integration and assessment of possible expansion. ROSSMANN will assess IT infrastructure, application programming and employee interaction while targeting repetitive and physically unergonomic tasks.

  Source
• UBTECH signs robotics cooperation agreement with Texas Instruments

  2025-12-14 - Partnership - Walker S2 combined RGB binocular perception with autonomous dual-battery swapping for sustained factory use. The platform was rated for handling loads up to 15 kilograms across a zero-to-1.8-metre workspace.

  Source
• UBTECH secures Fangchenggang humanoid robotics contract

  2025-11-25 - Contract Award - The agreement was with a humanoid-robot centre in Fangchenggang, Guangxi, with deliveries expected to begin in December 2025. Planned tasks covered traveller guidance, personnel-flow management, patrols, logistics and inspections in steel, copper and aluminium manufacturing.

  Source
• UBTECH begins Walker S2 production and first-batch delivery

  2025-11-17 - Production Milestone - The 2025 delivery goal was 500 units; the announced annual-capacity targets were 5,000 robots in 2026 and 10,000 in 2027. Walker-series orders exceeded CNY800 million, including a CNY159 million data-collection-centre contract in Zigong. Robots were to enter industrial applications in phases, supported by BrainNet and Co-Agent-based operational tools and user training.

  Source
• UBTECH launches Walker S2 industrial humanoid

  2025-07-23 - Product Launch - The 1.76-metre platform paired BrainNet 2.0 with the Co-Agent industrial agent architecture. Its dual-battery system was designed to replenish power without a manual battery change, supporting extended-duty industrial workflows.

  Source

Market context

Walker S2 is UBTECH's industrial humanoid robot for manipulation, material handling and factory workflows in structured enterprise environments.

• Target environment: Factory floors and structured industrial environments.
• Workflow context: Material handling, machine tending, assembly tasks and long-duration operation with autonomous battery swapping.
• Customer context: Industrial manufacturers deploying humanoid platforms in production environments.
• Deployment model: Commercial product with industrial deployment focus.
• Commercial maturity: Active commercial platform with growing industrial deployment partnerships.
• Adoption constraints: Still early in deployment scale. Main constraint is proving consistent task-level performance across industrial workflows.
• Market position: One of the clearest examples of a Chinese humanoid platform being pushed toward sustained industrial deployment. Competes with Apollo and 4NE1 in the industrial humanoid space.
• Adjacent products: Apollo, 4NE1, Digit

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• Atlas

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• HMND 01 Alpha Wheeled

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