Core Viewpoint - The article discusses the recent developments surrounding UBTECH's humanoid robot Walker S2, highlighting both the excitement of its mass production and the controversy regarding the authenticity of its promotional video [3][9]. Company Developments - UBTECH announced the mass production and delivery of its humanoid robot Walker S2, showcasing synchronized movements in a promotional video [3]. - The company faced skepticism regarding the video's authenticity, with claims that it may have used computer-generated effects [7]. - In response, UBTECH released an unedited video to counter the allegations, emphasizing the presence of multiple robots in action [9]. - The Walker S2 has secured significant contracts, including a 250 million yuan procurement contract in September and a 159 million yuan contract for a data collection center project in November [12][13]. Industry Context - The humanoid robotics sector is characterized by a long and complex supply chain, with a consensus emerging that robots will increasingly be integrated into factories, businesses, and personal use [14]. - The competition between UBTECH and emerging companies like Figure, which has a valuation of 39 billion USD, highlights the ongoing evolution and commercialization of humanoid robotics [12][14]. - The article suggests that every delivery and controversy will serve as a significant marker in the industry's progression towards broader adoption [14].
优必选Walker S2量产交付遭质疑，Figure创始人指视频为电脑特效，优必选发布一镜到底视频回应