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What changed, and what is the evidence.

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🗞️ Pulse first · 3 news posts

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  1. 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
  2. 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
  3. 🗓️ 2026-10-19 · ✍️ RoboterminalFifteen Humanoids Are Loading Car Parts at 98%. The Number That Decides Their Future Is 15 Seconds.

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What changed, and what is the evidence.

Oct 22, 2026 · Launch · posted
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BYD updates: Denza N8 will start pre-order on 26th & be launched in Nov Qin+ 3rd gen & Tang 3rd gen both got more interior releases, looks like also Nov launch dates. FCB Tai-9 expects to arrive in story this month & launch on 11/15 Shark…

Yuan Up is BYD's sales champion in Q3. 190k overall & over 60k every month. I think a large % of this is for export mkt. https://t.co/g8MLC3qnHB

BYD is bringing L2+ ADAS to Europe thru Denza Z9GT w/ City NOA support https://t.co/RD02rRzabE

BYD wants two or three humanoid robots in every showroom, helping sell its cars. Stella Li laid out the goal in a June interview: explain the vehicles, demonstrate features and work alongside human salespeople. Now a newly published…

A humanoid robot in Germany is at the centre of a police investigation after an alleged assault in Cologne. Police say two young men allegedly filmed and livestreamed the incident. The robot and two phones have been seized. Investigators…

Open Duck Mini V2 is a 42 cm open-source robot duck with a parts budget under $400. Its walking controller is trained in MuJoCo and runs on a Raspberry Pi. I like that the team shares the CAD files and code so others can study how it…

China’s largest maker of tactile sensors for humanoid robots got its start making sensors for EVs, including BYD. Great piece by @davidjlynch. Glad I could contribute some thoughts: https://t.co/ztDpwogWfZ https://t.co/v1DPua5yN0

BYD wants 2 3 humanoid robots in every dealership to introduce its cars. Executive vice president Stella Li has described robots explaining vehicle features opening car doors and showing cars to customers. This remains a goal for future…

BYD’s humanoid design is out. Stella Li hopes to put 2–3 robots in every BYD dealership. The patent images published on October 9 show articulated fingers, a rounded head and exposed mechanisms around the waist and legs. Several views give…

BYD humanoid robot patents have come out. Many major Chinese auto & consumer electronics OEMs converging on AI robots. Share many similar supply chain. At minimum, expect more robots walking around in auto plants. https://t.co/4hlahp4q3d

A Glimpse of BYD’s Humanoid Robot Design The China National Intellectual Property Administration has published a design patent filed by BYD for an embodied AI robot. The patent reveals an intelligent robot capable of walking, balancing,…

First look at BYD's humanoid https://t.co/8BhFixAAmg

Top City NOA suppliers from Jan to Aug: HW has been the top for all except Feb/March. Momenta has mostly been 2nd (MMT supplies BYD for CNOA) DeepRoute/元戎 has been 3rd mostly, except reaching 2nd in Aug Tesla floats around - depending on…

Involution is here for electric trucking. XCMG filing 4 more types of eTractor w/ more weight reduction from Al Alloy, high strength steel, increased efficiency in 800V SiC Platform. 9.5 to 10.5 t hull. 577 to 612 kWh battery pack…

Robot production factory managed autonomously by other robots 🤖 Ubtech set up a factory that builds a humanoid robot every 10 min and the assembly is done by their own robots Ubtech's stock is trading at ~$5bn mcap and raised a cumulative…

AgiBot is among the top 3 Chinese robotics firms alongside Unitree & Ubtech They have 44% of humanoid robot market share as of H1 26 with 8.4k shipped units Founder Peng Zhihui is an ex-Huawei gigabrain engineer and a KOL with 2.5m…

Battery installation on commercial vehicles was 18.3 GWh in Aug. The top 5 are CATL, Eve, CALB, BYD & Gotion. Notice the monthly installations from 2024 until now. We are seeing huge jump in battery installs as trucking NEV penetration &…

BYD showcasing its ESS solution for GWh grid scale customers. Significantly improved space utilization & platform integration. Also compact platform allows for lower transportation cost. Supporting GW scale solar & wind farms globally.…

This wk, Li Auto launched its all new i9 pure electric flagship SUV w/ base px of 369.8k RMB Due to BYD's px pressure, all flagship SUV now has a ceiling on their pricing. I'm sure Li Auto would've rather charged higher than L9, but this…

BYD ADAS has now reached 3.72m vehicles including 201,533 added in Aug Accumulating 230m km of data everyday as BYD ADAS continue to just gather huge swaths of data. https://t.co/pdU1GTm17W

BYD unveiled ET44 HDT + other commercial vehicles @ IAA 2026 in Hanover, Germany. 44t max wt, 651 kWh battery pack, 851.2V, 1000ps peak power & 600 km range @ 40t load + unveiled 1.5MW flash charging solution for trucks that provides 400…

XPeng to build its 1st Flash Charging station X-Energy in Hong Kong. 1MW peak charging speed, 1000A peak flow Just needs 240 kW grid connection Comes w/ 400 kWh battery pack. Building a flash charging network takes huge BESS supply. Why…

Stella Li: BYD will launch models using solid state battery in 2027. ICE vehicles have no future. https://t.co/H4WWkNMX28

BYD putting Denza N8L Flash Charging EV on sale at 299.8 to 329.8k RMB. This is even cheaper than the previous PHEV versions which sold 4567 unit in Aug. 130 kWh battery pack & 960 km range on 800V architecture for 6-seat version. 0.252…

BYD electronics, semiconductor & battery division form a full supply chain for AI. BYD I supplying the tech behind this for AI chipmakers in distributed computing/power projects in Northwest China. Who could've guessed that EV techs can be…

BYD electronics, semiconductor & battery division form a full supply chain for AI. BYD I supplying the tech behind this for AI chipmakers in distributed computing/power projects in Northwest China. Who could've guessed that EV techs can be…

In China, each industry has at least one company that’s the ultimate cost-cutting maniac, squeezing every yuan out of the supply chain and putting pressure on all other players. DeepSeek -> AI BYD -> EVs Unitree -> robotics DJI -> drones…

BYD displaying its SST power module from subsidiary 领裕国际, which is a core partner in Nvidia's Blackwell platform for the 800V DC AI rack. From 源之头, recently it displayed this slef developed SST SiC module. Lowering cost of rack by 25-30%.…

BYD Semi also developed its own high speed 8T8R channel MMIC BS1110ALA for 4D MMW radar. uses self developed MIPI CSI-2 high speed connector & support of different Serdes chips. Completed integration w/ BYD's Xuanji-A3 ADAS chip. Supports…

BYD Semi unveils V305B SiC Power Module packaging designed for 1000V auto platform w/ peak 1500V support. This is the mass produced module supporting different type of SiC chips including 1500V + 1400A/1040A/840A & 1200V + 1040A very low…

BYD landing a second batteyr plant in Liaoning. It will work on increasing battery pack production line. For Liaoning govt, a great opportunity to transition to electrical economy. https://t.co/couy9RG37T

🇺🇸 Major automakers including Ford, GM and Toyota are urging Congress to permanently block Chinese cars from the U.S. market. Their industry group is calling for a ban on Chinese connected vehicles, software and hardware, arguing they…

UBTECH’s humanoid business is accelerating fast. @UBTECHRobotics Full-size humanoid revenue reached $88M in H1 2026, up an incredible 1,445% year-over-year. The company shipped 921 full-size humanoids, compared with just 45 during the same…

Post Log in Sign up Post mete on X: "Four humanoid robots unveiled in Aug'26 ✸ Xiao Di \| BYD ✸ LUMO \| DOBOT Robotics ✸ ET1 \| Galbot ✸ D1 \| ZEALS" - mete @VaderResearch Four humanoid robots unveiled in Aug'26 ✸ Xiao Di \| BYD ✸ LUMO \|…

Matilde Alves (31 Aug 2026): BYD and PaXini Tech (both Shenzhen) signed a strategic cooperation agreement Aug 25 and announced it Monday. PaXini will deploy production-focused robots inside BYD factories and use line data to train embodied…

La industria del automóvil tiene que reinventarse y los humanoides son una gran oportunidad Opción 1: crea tu propio robot Tesla → Optimus XPENG → IRON BYD → Xiao Di CHERY → Mornine Rivian → Mind Opción 2: invierte en empresas de robots…

Post Log in Sign up Post mete on X: "EV makers building humanoids 🇺🇸 Tesla \| Optimus 🇨🇳 XPENG \| IRON 🇨🇳 BYD \| Xiao Di 🇨🇳 CHERY \| Mornine They already build batteries, motors & AI. Humanoids reuse same industrial stack. That’s…

Skip to content Image Credits: Zhang Haofu/Xinhua / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Chinese automakers are following Tesla’s bet that robots are the next big…

FCC "Buy American" rule walls off foreign humanoids. New Covered List action blocks new foreign humanoid/quadruped models from US equipment authorization via a domestic-content test — directly hits BYD's newly unveiled Xiao Di and Unitree…

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