XPeng may build over 1,000 humanoid robots monthly

XPeng aims to reach 1,000+ monthly humanoid robot units by end of 2026, with commercial IRON robot launch planned for 2027. The company is scaling production as part of a broader pivot toward physical AI and robotaxi deployment. A car maker just announced production scale for humanoid robots—which means component suppliers in actuators, sensors, and control systems now have a proven buyer hitting five-figure annual volumes by 2027. Call your customer in Guangzhou this week if you make any of those pieces.