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China · automaker

Xpeng

Xpeng is an electric car maker that has invested in humanoids since 2020 through its robotics unit. Its Iron humanoid uses the company's own Turing AI chips and is planned for mass production at the end of 2026.

Website

Type
automaker
Headquarters
Guangzhou, Guangdong, China
Founded
2014
Founders
He Xiaopeng, Xia Heng, He Tao
Status
active
Employees (est.)
n/d
Disclosed funding
n/d
Valuation
n/d
Listed
NYSE: XPEV, HKEX: 9868
Website
xpeng.com
Profile

What the record says.

Xpeng is a Guangzhou electric car maker founded in 2014 by He Xiaopeng, Xia Heng and He Tao, listed in New York (XPEV) and Hong Kong (9868). It treats robots, flying cars and driver assistance as one physical-AI programme built around its in-house Turing chip. The robotics unit dates from 2020 and the first-generation IRON humanoid appeared at AI Day in November 2024.

The next-generation IRON, shown at AI Day on 5 November 2025, is 178 cm and 70 kg with hands of 22 degrees of freedom, an all-solid-state battery and three Turing chips giving 2,250 TOPS, running Xpeng's second-generation VLA model. Xpeng said it would prioritise commercial service jobs such as guided tours, with an inspection deployment at steelmaker Baosteel, and would start mass production by the end of 2026, aiming at more than 1,000 units a month and a long-range figure of one million by 2030. None of that volume exists yet; public deployments so far are demonstrations and pilots.

In June 2026 He Xiaopeng took direct charge of robotics, and on 24 August 2026 Xpeng Robotics was spun into a subsidiary with a round of more than USD 900 million at a USD 6.3 billion post-money valuation, led by IDG Capital with Tencent and Alibaba; Xpeng keeps roughly 82 percent.

Robots

2 humanoids tracked.

Deployments

At customer sites.

RobotCustomerSiteSinceStatusUnits
Xpeng IronXPeng (internal)XPeng Guangzhou factory, ChinaNov 2024pilotn/d
Timeline

Milestones.

  1. XPeng shows a new IRON with a synthetic skin and a catwalk gait

    The new IRON walks so naturally at XPeng's AI Day that viewers accuse the company of putting a human in a suit; XPeng cuts open a leg on video to prove it is a robot. XPeng targets mass production by the end of 2026.

  2. XPeng unveils the IRON humanoid

    Electric carmaker XPeng shows IRON, a 178 cm, 70 kg humanoid using its in house Turing AI chip, and says it is already working in its Guangzhou factory on the P7 plus production line. It is the first Chinese carmaker to build its own humanoid.

In the blog

Xpeng is covered in these 3 articles

All articles

Sources

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