Figure AI Increases Production Capacity by 24 Times, Reaching 1 Humanoid Robot Per Hour, Plans to Produce 55 This Week
Figure AI has increased its humanoid robot production speed from 1 unit per day to 1 unit per hour, achieving a 24-fold capacity increase within 120 days.
The company has delivered over 350 units of Figure 03 and is currently in the scaling phase at the BotQ factory, with a target to produce 55 humanoid robots this week.
In the industrialization process of humanoid robots, automotive and logistics companies are increasing procurement orders to secure capacity, driving investments in supply chains and automation equipment. Figure AI and upstream component suppliers stand to benefit, while traditional labor-intensive industries face pressure from potential replacements.
Source: Public Information
ABAB AI Insight
Figure AI was founded by former Tesla engineer Brett Adcock and has received strategic investments from OpenAI, Microsoft, and others between 2024 and 2025. Previously, the company transitioned from prototype iterations to Figure 03, achieving a doubling of monthly delivery volumes by the end of 2025. This capacity breakthrough marks a shift from R&D validation to mass production delivery.
On the capital front, Figure has mobilized factory expansion and supply chain resources through multiple rounds of financing, binding AI training data with hardware iterations. The motivation is to capture early market share in humanoid robots and form a closed-loop validation with potential large orders from major clients like UPS, accelerating the transition from prototype to commercial deployment.
Similar to Tesla's early capacity ramp-up for Optimus and Boston Dynamics' commercialization path, the humanoid robot industry is at a critical stage of transitioning from laboratory prototypes to factory-scale mass production, with a foundation of over 350 units delivered.
Essentially, this represents a restructuring of the supply chain: the 24-fold capacity increase will concentrate production resources on automated assembly lines and AI optimization, reducing the cost per unit through modular design, reshaping the labor market structure, and shifting pricing power from manual services to an integrated hardware + software platform.