en.Wedoany.com Report, On the evening of March 20, during Xpeng Motors' earnings conference, Chairman He Xiaopeng disclosed the company's latest progress in the field of humanoid robots. He stated that Xpeng's new generation IRON humanoid robot will achieve mass production by the end of 2026, and construction of the mass production facility in Guangzhou commenced in the first quarter of this year.
According to the introduction, the IRON humanoid robot is equipped with three Turing AI chips, and the second-generation VLA technology stack has been successfully implemented on the robot. The company expects to further enhance its motion and control capabilities in the second half of this year. He Xiaopeng stated that the target for IRON's monthly production capacity by the end of this year is over a thousand units, and it will be initially deployed in scenarios such as store and campus navigation and shopping guidance.
From an industry comparison perspective, Unitree Robotics' disclosed prospectus shows its humanoid robot shipments for 2025 were approximately 5,500 units. In contrast, Xpeng's target of "monthly production capacity of over a thousand units," if successfully achieved, would correspond to a higher scale of production rhythm, suggesting an annual production capacity potentially exceeding ten thousand units.
Since first showcasing its humanoid robot prototype in 2024, Xpeng Motors has continued to accumulate technological expertise in the robotics field. This clear announcement of a mass production timeline and capacity target signifies that Xpeng is advancing its robotics business from the R&D phase to the mass production phase. The prioritization of deployment in scenarios like store navigation and shopping guidance also demonstrates Xpeng's attempt to integrate robotics technology with its own automotive sales network, exploring viable paths for B2B commercialization.
As the IRON mass production milestone approaches, Xpeng Motors' strategy in the humanoid robot sector is gradually becoming clearer. Building on its dual accumulation in automotive manufacturing and AI technology, Xpeng is attempting to replicate its product definition and mass production capabilities in this emerging robotics field.
