On November 5th, Xiaopeng Motors announced the all-new generation of humanoid robot IRON at the 2025 Xiaopeng Technology Day event. The all-new IRON, as Xiaopeng’s most humanoid robot, features a humanoid spine, biomimetic muscles, fully wrapped flexible skin, and will be mass-produced by the end of 2026.
At the press conference, IRON walked the catwalk and his highly anthropomorphic figure and posture sparked widespread attention and controversy.
On the evening of November 6th, at the Xiaopeng X9 Super Extended Range Technology Launch Conference, Xiaopeng once again responded to questions such as whether the new generation of IRON robot contains a real person. When the robot IRON was powered on, the leg covers were cut open on site to publicly display the internal mechanical structure.
At the scene, He Xiaopeng, Chairman and CEO of Xiaopeng Motors, choked up and said, “Previously, we had never cut open ‘skin and muscles’ while the robot was powered on. In the last hour before the press conference, we decided to do so, hoping that this will be the last time we prove that the robot is itself
In fact, on the morning of November 6th, He Xiaopeng had already released a video without any editing, proving that IRON is a real robot. After the release of the “debunking” video by Xiaopeng Motors, the Hong Kong stock of Xiaopeng Motors rose sharply. On the evening of the 6th, Xiaopeng Motors’ US stock market rose sharply after opening, and as of press time, it was at $23.8, an increase of 9.22%, with a total market value of $22.7 billion.
Although still questioned, in He Xiaopeng’s view, “more humanoid” robots are the core development direction of future robots.
He mentioned that there will be various forms of high-level robots in the future, but “more humanoid” robots have three major benefits: firstly, if robots want to achieve “intelligence”, they cannot use rules, but must be driven by AI, and only from the human world can they learn the most data;
Secondly, application scenarios such as homes and factories are mostly designed for humans, and the more human like they are, the easier it is to adapt to the environment.
Thirdly, people who look alike are more likely to create a sense of affinity among consumers, which in turn leads to sales and promotes cost reduction through economies of scale, forming a positive cycle.
He Xiaopeng, who is betting on the robot race track, is also looking forward to the arrival of the “iPhone 4 moment” in the robotics industry. “The development of automobiles is often linear and biased towards the first curve, because automobiles are related to strong safety regulations and policies, and airplanes are even more so. I believe that if robots pass the turning point of technology and products, they will have a very high-speed growth. I don’t know which year there will be a turning point like the iPhone 4 in Apple. ”
He believes that robots will also have a landmark turning point in the future, entering thousands of households. I believe that with the efforts of global companies, there may be a significant leap in 5-10 years. “Looking at it from another perspective, I haven’t thought about how many robots can be sold in a year after 10 years, but they will definitely surpass cars and over 1 million units
But from a short-term perspective, the mass production of robots still needs to go through many, many hurdles, “emphasized He Xiaopeng.
In addition, He Xiaopeng also revealed that Xiaopeng Motors’ robots will open an SDK (software development kit), and in the future, other companies and individuals around the world can use Xiaopeng’s robots for secondary development to achieve more functions and application scenarios.
Humanoid robots are one of the core carriers of Xiaopeng Motors’ integration of AI and the physical world.
Automobiles have a global market of $10 trillion, producing 90 million cars a year, while robots have a market of $20 trillion. Of course, it won’t be achieved so quickly, it may take 10-20 years, and there may be 200 million or even more humanoid robots by then. “Xiaopeng Motors Chairman and CEO He Xiaopeng expressed optimistic expectations for the robotics industry in an interview with media such as The Paper.

















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