人形机器人 “撕战” 升级！Figure CEO 怒锤优必选 CGI 造假，遭“一镜到底”实拍打脸？

Core Viewpoint - The recent viral video showcasing the mass production delivery of UBTECH's Walker S2 humanoid robots has sparked significant discussion and controversy within the tech community, highlighting both technological advancements and skepticism regarding authenticity [1][3][4]. Group 1: Video and Controversy - The video released by UBTECH on November 13, titled "Sword Gathering, All Out to 'Pay'", features hundreds of Walker S2 robots moving in unison, marking the commencement of mass production delivery [3]. - Brett Adcock, CEO of Figure AI, publicly questioned the video's authenticity, suggesting that the rear robots displayed signs of CGI manipulation based on light reflection analysis [4][5]. - The video has elicited mixed reactions, with some viewers expressing awe at technological progress while others fear potential job losses or suspect it to be an AI-generated hoax [5]. Group 2: UBTECH's Response - In response to the skepticism, UBTECH released two follow-up videos to validate the authenticity of the original footage, showcasing staff interacting with the robots and providing a continuous shot of the robots in action [8]. - The use of drone footage and cinematic techniques in the videos aimed to reinforce the credibility of the mass production claims [9]. Group 3: Market Position and Orders - UBTECH's demonstration of mass production capabilities is supported by a solid order base, with total orders for the Walker series exceeding 800 million yuan since early 2025, indicating strong market demand [10]. - The company has established partnerships with leading firms such as BYD, Dongfeng Liuzhou, and Foxconn, covering key sectors like new energy vehicles and smart logistics [10]. Group 4: Industry Comparison - In contrast, Figure AI has been more cautious in its production goals, announcing a target to deliver 100,000 robots over the next four years, reflecting a different strategic approach to industrialization [11]. - The disparity in production capabilities highlights the varying technological paths and industrial strategies between companies in the humanoid robotics sector [11]. Group 5: Industry Evolution - The humanoid robotics industry is at a critical juncture, transitioning from technology demonstration to mass production, driven by significant advancements in core technologies such as motion control and environmental perception [13][15]. - There is a growing expectation from the market for robots to move beyond laboratory settings into real-world applications, emphasizing the need for practical, cost-effective industrial products [15][16]. - China's robust manufacturing ecosystem, characterized by a complete supply chain for core components, has positioned its companies, like UBTECH, ahead in the race for industrialization [16][18]. Group 6: Competitive Landscape - The competition in the humanoid robotics field is intensifying, with Chinese firms leveraging their supply chain advantages to establish a lead in mass production capabilities [18]. - The ongoing debate over the authenticity of UBTECH's video reflects broader competitive dynamics within the global humanoid robotics market, where the ability to convert technological innovations into commercially viable products is becoming increasingly critical [18].