UBTECH's Walker S2 humanoid robots stand in a grid formation during a large-scale demonstration. Courtesy of UBTECH
Shenzhen-based robotics firm UBTECH reported a sharp surge in revenue and sales of full-sized humanoid robots for 2025, cementing its status as a global leader in the rapidly growing sector.
The Hong Kong-listed company announced earlier this week that its full-size embodied intelligent humanoid robots, defined as non-remote-controlled, non-toy units standing more than 160 cm tall, generated 820 million yuan (US$118 million) in revenue last year, a 2,203% increase year on year. Sales reached 1,079 units, up 35,866% from a year ago, ranking the firm first globally in both revenue and sales volume.
Revenue in 2025 grew 53.3% from a year ago to 2 billion yuan, the highest among global humanoid robotics firms.
The full-size humanoid segment contributed the lion's share, or 41% of the firm's total revenue, making it UBTECH's largest source of income.
UBTECH was the world's only company to deliver more than 1,000 full-size embodied intelligent humanoid robots in 2025, according to the firm. Its Walker series industrial robots have been deployed in automotive manufacturing, smart logistics, electronics production, semiconductor fabrication, and aviation manufacturing, serving multiple Fortune 500 companies.
The company's R&D spending reached over 500 million yuan in 2025, accounting for 25.6% of its total revenue. Its R&D team now expands to 948 people, with 430 holding master's degrees or higher.
The latest statistics show that UBTECH holds 2,985 granted patents, ranking first globally in humanoid robot patents. The company is also leading efforts to set national standards for humanoid robots in China.
As of the end of 2025, UBTECH reported 4.92 billion yuan in cash, which it said would be directed primarily toward embodied intelligence development.
The company was founded in 2012 and introduced its first humanoid robot a couple of years later.
