Topic
The use of robots, automated guided vehicles, and robotic process systems to perform manufacturing tasks like welding, assembly, and material handling.
FAW-Volkswagen and UBTECH signed an Oct. 8 agreement to develop and test humanoid robots for factory logistics, TechRepublic reported. The companies announced no robot order, named task or timetable, so for now it is a testing program.
Reality
The Japanese carmaker will install 150,000 humanoids in its own plants and 250,000 at affiliates, aiming at 60 factories. The only annual build rate on the record is Tesla's 50,000 Optimus units. Hyundai's union wants a veto.
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Hyundai has ruled out a 2027 listing for Boston Dynamics, whose 528.4 billion won loss last year was about a third of its five-year total, and Meritz Securities now expects a debut in 2029 or 2030.
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The one humanoid deployment with published duty numbers did a single station's worth of work, while Chinese makers supplied more than four in five installations worldwide in 2025. Both facts shape a pilot decision.
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Samsung SDS is claiming the scheduling layer of factory robotics and leaving the machines to ten partners, which is a defensible bet, though its price is unpublished and its first customers are affiliates that cannot say no.
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The largest of Nissan's new carts hauls about 4,190 pounds and the fleet can cover for a stalled machine, but the software once sent two robots to the same spot, and forklift drivers stay on the floor as insurance while five phases remain.
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Xpeng's robotics unit took in more than $900 million at a $6.3 billion post-money valuation, one of eight Chinese carmakers now building humanoids, while the nearest thing to a dated job on a real factory floor belongs to Hyundai.
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Nanjing Phase II is 3 GWh today, all of it on one cylindrical cell format. The throughput arithmetic says winding speed was never the constraint.
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