Tesla and Figure choices sharpen humanoid hand design debate
Michelle Sun’s discussion with Scott Walter maps the tradeoffs in tendon driven robot hands, from wrist friction and wear to control at contact.
Michelle Sun’s discussion with Scott Walter maps the tradeoffs in tendon driven robot hands, from wrist friction and wear to control at contact.
1X is building annual capacity for 110,000 robots as it targets 50,000 NEO shipments in 2027, with safety and quality serving as key production gates.
Boston Dynamics is spinning out Dynamic Creatures to build mobile, interactive robot characters for theme parks, hotels, casinos, retail and events.
Figure says its Helix 2.5 humanoid policy completed three household chores in unfamiliar Bay Area homes, scoring 56% success across 420 attempts.
UBTECH says its Liuzhou plant can make 10,000 robots annually, using humanoids, cobots and automated logistics across production and testing.
XPeng says its Iron humanoid was built on an 80% autonomous manufacturing system, ahead of planned mass production and deliveries in 2027.
Agility Robotics says Digit 5 can carry 23 kg, reach 2.2 meters and work 20 hours in 24, with fleet software for existing warehouse systems included.
Goldman Sachs now projects 6.5 million humanoid robot shipments in 2035, with logistics, warehousing and automotive expected to lead demand.
A Hyundai executive says a Boston Dynamics IPO is unlikely in 2027 as Atlas remains short of scale and the robotics company continues to post losses.
PLA tenders, NUDT trials and Norinco’s Fuxi show China’s defense sector developing humanoid perception, control and training systems for military use.