Core Viewpoint - Figure has launched the F03 battery, the third generation of its internal energy platform designed for humanoid robots, which provides 2.3 kWh of energy and enables up to five hours of peak performance runtime. This battery is the first in the humanoid robot sector to receive both UN38.3 and UL2271 safety certifications [1][2]. Battery Innovation Highlights - The F03 battery features an active cooling system integrated into the die-cast shell, allowing for safe and rapid charging at 2 kW. It includes a custom battery management system (BMS) to manage thermal loads and prevent overcharging, overheating, or short circuits. Multiple safety measures are implemented, including thermal insulation materials and internal fuses [2]. - Figure is collaborating with UL to establish new safety certification standards for humanoid robot batteries, which will meet a series of 23 mechanical, thermal, and electrical tests outlined in UL2271 [2]. Production and Manufacturing - The production of the F03 battery utilizes large-scale manufacturing methods such as die-casting, injection molding, stamping, and immersion coating, enabling Figure to achieve an annual production target of up to 12,000 humanoid robot units [3]. - The production process is supported by enterprise-level systems, including ERP, MES, PLM, and warehouse management tools. Figure has expanded its team to 293 employees to meet manufacturing goals [5]. Competitive Landscape - Figure, founded in 2022, has raised $2.34 billion, with a current valuation of $2.6 billion. The company is in competition with Tesla and other developers in the humanoid robot space [6]. - The humanoid robots "Figure 01" and "Figure 02" have been deployed in BMW's Spartanburg factory, enhancing logistics efficiency through the proprietary robot control system "Helix" [6]. Future Outlook - Figure aims to triple its robot production from July to September, reflecting confidence in technological advancements and market demand. The BotQ factory is designed for high-volume production, with the first generation capable of producing 12,000 robots annually [9][10]. - The company is focusing on optimizing manufacturing processes and has established new teams for safety and reliability, ensuring that robots meet longevity and reliability standards [13][14].

Group 1 - A humanoid robot named Adam, developed by PNDbotics, performed at the VOYAGEX music festival in China, showcasing the integration of robotics and music [1] - Adam demonstrated fluid movements and precise finger control while playing a keyboard guitar, highlighting advancements in robotic technology [1] Group 2 - MIT engineers developed a multifunctional training interface that allows robots to learn tasks through remote control, physical operation, or direct demonstration [4][5] - This new interface enhances training flexibility and expands the types of users who can interact with robots, enabling broader skill acquisition [5] Group 3 - Google DeepMind is exploring self-improving ping pong robots that learn by competing against each other, creating a cycle of skill enhancement [9] - The challenges of ping pong require advanced perception, control, and strategic decision-making, making it an ideal area for developing robust learning algorithms applicable in various fields [9] Group 4 - Figure has launched the F03 battery, designed specifically for humanoid robots, with a capacity of 2.3 kWh, enabling up to five hours of peak performance [12] - This battery is the first in the humanoid robot sector to receive both UN38.3 and UL2271 safety certifications, marking a significant step in Figure's vertical integration strategy [12] Group 5 - According to Interact Analysis, the growth rate of collaborative robot shipments is expected to drop to 13.8% in 2024 due to economic challenges and supply chain disruptions [16] - The report indicates that non-manufacturing and new energy sectors are becoming key pillars of demand, while the semiconductor and electronics industries are beginning to generate significant orders as they enter a recovery phase [16] - A stronger growth momentum is anticipated in the market, with 2026 projected to be the strongest year for shipment growth at 23.9% [16]