A Bernstein analyst report stated that the commercialization of humanoid robots is imminent, but widespread adoption will still take several years. Automakers and parts suppliers remain actively involved in humanoid robot development, although most believe substantial commercialization is still three to five years away. XPeng Motors maintains one of the most aggressive commercialization timelines among automakers, aiming for mass production by early 2027, initially deploying through dealerships and showrooms in China and overseas markets. Other automakers, including BYD, are increasingly evaluating the use of humanoid robots in manufacturing processes, where labor substitution and productivity gains could yield significant benefits.
