The Robot ShiftBuyer's Guide
03Pick04Sort

Humanoid robots

Two-armed robots built to work in spaces designed for people.

Pilot

Runs at a few customer sites in limited scope. Results are not yet proven at scale.

3D model of a humanoid

What it does

A humanoid has two arms, hands and legs or a wheeled base. It can use the same racks, totes and stations as people, so you don’t rebuild the site. Today most humanoids move totes and parts in pilot projects.

The numbers

500+Walker S2 units delivered in 2025UBTech figure
15 kgpayload, Walker S2Spec
3 minself battery swap, Walker S2Spec

Best for

  • Small pilots with clear metrics
  • Gaps between stations that other robots can’t reach
  • Sites that can’t change layout

Watch out for

  • There is no public payback data yet.
  • Ask for hours worked per day and interventions per shift.
  • Safety standards for these robots are still in development.
“We have not achieved ROI on humanoids yet.”
Patrick Kelleher, CEO of GXO, August 2026 earnings call

What it costs

UBTech does not publish a Walker S2 price. It booked about RMB 800 million in Walker orders in 2025.

Why we rate it pilot

UBTech delivered more than 500 Walker S2 units in 2025, mostly to carmakers and Foxconn. Results on uptime and payback are not public yet.

Who makes it in China

Ask every vendor

  • What tasks and cycle times at a live customer site?
  • How many hours a day does it run, and how many interventions per shift?
  • What does a pilot cost, and what exit terms apply?
Check payback for this robot

Sources