en.Wedoany.com Reported - Zhou Jian, founder of UBTECH Technology, officially launched his social media presence on May 20, using the occasion to announce the company's new consumer-grade humanoid robot brand, "UWORLD." Positioned as a consumer product line targeting the mass market, this brand marks a crucial step for the company—whose primary growth engine has been industrial humanoid robots—into the C-end consumer market.
The launch of this independent brand is built upon the explosive growth of UBTECH's humanoid robot business. The company's 2025 annual financial report shows that its full-size embodied intelligent humanoid robot products and solutions achieved revenue of 821 million yuan, a year-on-year increase of over 22 times. Its share of total company revenue jumped from 2.7% in 2024 to 41.1%, replacing the traditional educational robot business as the largest revenue pillar. A total of 1,079 full-size humanoid robots were delivered throughout the year, a staggering year-on-year increase of 35,866.7%, with the flagship Walker S series completing the leap from technical validation to large-scale delivery. The company's total annual revenue exceeded 2 billion yuan for the first time, reaching 2.001 billion yuan, a year-on-year increase of 53.3%. Gross margin significantly improved from 28.7% to 37.7%, and net loss narrowed by 31.9% year-on-year. Against this clear trend of performance growth, spinning off a consumer brand to independently reach household and individual users reflects UBTECH's phased assessment of its own technological capabilities and cost control levels.
UBTECH has already made product attempts paving the way for home scenarios. The company previously launched the Walker X Home Edition, starting pre-sales at a price of 498,000 yuan, with plans for mass production and delivery of approximately 1,000 units in 2025. Even earlier, UBTECH's Chief Brand Officer disclosed plans to launch a companion-type humanoid robot for home scenarios priced at around $20,000 USD (approximately 145,000 yuan). These product explorations at different price points have accumulated multi-dimensional data on consumer demand and price sensitivity for the UWORLD brand, providing a reference for subsequently building a product line covering various price ranges.
Another core factor supporting UBTECH's extension into the consumer market is the potential for cost reduction brought about by industrial mass production. The company's focused Walker S series industrial humanoid robots have already achieved 24/7 autonomous battery swapping operations in factories of automakers like BYD and NIO, with a task success rate of 99%. Management has raised the shipment guidance for the Walker S series in 2026 to 5,000 units and plans to launch the next-generation product, the Walker S3, which is lighter and lower in cost, in the second quarter of this year. The supply chain synergy effects generated by large-scale production are driving down the unit costs of core components such as servo joints and sensors. These components, whose reliability has been verified through long-term operation in industrial scenarios, can be directly used in the production of consumer product lines, thereby significantly compressing the material costs of consumer-grade humanoid robots.
China's consumer-grade humanoid robot market is on the eve of an explosion. Multiple research institutions and industry reports indicate that leading humanoid robot manufacturers are expected to achieve deliveries of tens of thousands of units in 2026, with sales of consumer-grade legged robots projected to exceed 100,000 units. Companies like Unitree Robotics and AGIBOT have already launched products priced below 100,000 yuan in the consumer market. The core challenge currently facing the industry is no longer technical feasibility, but how to control the overall machine cost within the consumer price range while ensuring stable performance. With its experience in large-scale industrial mass production, UBTECH possesses a significant first-mover advantage in this cost competition.
Since its establishment in 2012, UBTECH has built a research and development system covering the full stack of humanoid robot technology and went public in Hong Kong in 2023, becoming the "first humanoid robot stock." The company has accumulated partnerships with Siemens and multiple Fortune Global 500 companies in the industrial sector and continues to promote the large-scale deployment of humanoid robots in scenarios such as automobile manufacturing and consumer electronics. The independent operation of the UWORLD brand signifies that the company will clearly differentiate the brand positioning of the industrial-end Walker S series and the consumer-end product line, establishing independent operational systems from R&D and supply chain to sales channels.
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