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Tuesday, September 8, 2026
Technology · Tuesday, September 8, 2026 · 9 sources

Xpeng begins mass production of humanoid robot IRON, claims higher margins than EVs

Chinese EV maker Xpeng has commissioned an automated production line for its humanoid robot IRON, which autonomously walked off the line. The company plans mass production by end of 2026 and deliveries in 2027, targeting commercial and eventually home use. Xpeng expects humanoid robots to generate higher gross margins than electric vehicles, per the company. The robotics unit recently raised €810 million ($900m) at a €5.67 billion ($6.3bn) valuation.

Bottom line — Xpeng's IRON enters production with €810m funding, aiming to beat Tesla's delayed Optimus to market.

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  • The production line has over 80% of core processes automated and uses automotive-grade quality systems, according to Xpeng.
  • IRON stands 173 cm tall, weighs 65 kg, and has 76 degrees of freedom across its body, with 21 in each hand, per the company.
  • Three in-house Turing AI chips deliver 2,250 TOPS of computing power, enabling the robot to run its physical AI model locally without cloud dependence, Xpeng said.
  • Mass production is scheduled by end of 2026, with initial deployments in Xpeng's own stores and campuses; official launch in China and overseas markets is planned for 2027, per the company.
  • The robotics unit, Dogotix, raised €810 million ($900m) in a private round led by IDG Capital, with Alibaba and Tencent as strategic investors, at a valuation of €5.67 billion ($6.3bn), Xpeng representatives said.
  • Xpeng claims IRON is the first humanoid robot to complete assembly and walk off the production line autonomously, without remote control or human assistance, per a company video.
  • CEO He Xiaopeng said on X: 'The robot production lines were created from scratch with no precedent to follow… We aim to build a new type of robot with full generalization capabilities.'
  • Competitors include Tesla's Optimus, which has been delayed four times since 2022, and Figure AI's Figure 03, which entered mass production in May, according to Live Science.
  • Xpeng's stock (XPEV) is down over 45% in 2026, but 26 analysts have a 'Strong Buy' consensus with an average price target implying 79% upside, per Stocktwits.

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Last generated: Sep 8, 8:33 AM UTC by wreetco wreetco

dstld. Your daily news summary designed to surface the news that matters from a European perspective. Curated by humans, summarized by AI - always with links back to the original reporting.

Links · Contact
Popular topics · WorldEuropeGamesAI
Last generated: Sep 8, 8:33 AM UTC by wreetco wreetco