Xpeng to launch humanoid robots globally next year

Xpeng plans to launch humanoid robots globally next year and aims to scale production to 1,000 units monthly by end of 2026. Chinese manufacturers are rapidly moving humanoid robots into commercial and factory settings, with competing players like Ubtech already deploying units at EV plants. If you make actuators, joints, sensors or thermal management for humanoid robots, Xpeng and Ubtech are now moving to factory scale - that's 1,000+ units a month you can sell to, and your lead time just became a bottleneck. Call your supplier relationships this week; the question is whether you can grow with them.