Here are the major developments in embodied intelligence and driver assistance this week:AgiBot's Deng Taihua: Targeting 10 Billion Yuan Revenue by 2027Gasgoo reported on April 17 that AgiBot Chairman Deng Taihua revealed at the company's partner conference that revenue for 2025 reached 1.05 billion yuan — a dramatic surge from 60 million yuan in 2024.Deng claimed AgiBot is the fastest robotics company in China to surpass 1 billion yuan in revenue. The plan is to hit 10 billion yuan by 2027, launching a "second curve" of growth, and exceed 100 billion yuan by 2030, marking the start of a "third curve."Image Source: AgiBotAs previously reported by Gasgoo, AgiBot rolled out its 10,000th general-purpose embodied robot on March 30. The lineup included 2,126 units from the Yuanzheng series (A1/A2/A3), 5,008 from the Lingxi series (X1/X2), and 2,909 from the Jingling series (G1/G2).Between January 6 and December 8, 2025, the company scaled mass production from 1,000 to 5,000 units. Then, from December 8, 2025, to March 28, 2026, it took just over three months for AgiBot to jump from 5,000 to 10,000 units — a historic breakthrough that underscores its rapid rise in manufacturing capability and capacity for scale.Behind this growth, AgiBot has built the world's first standardized supply chain system for embodied intelligence robots. Its order-driven flexible production and delivery capacity now exceeds 100,000 units annually. Pilot factories verify processes and reliability, while mass-production plants ensure stability. Dedicated lines for joint modules feature automated assembly and 100% online inspection, with complete machines undergoing full-link testing and MES system traceability. Additionally, through collaborative models like joint R&D and dedicated supply lines, the company has created a "30-minute supply chain circle" to ensure the controllability and high-quality delivery of core components.AgiBot partner and Senior Vice President Wang Chuang revealed that the company expects to deliver its 100,000th general-purpose embodied robot by the end of 2027.XiaoZhi Take: AgiBot has shattered the 10,000-unit production mark with tenfold annual growth, sprinting toward the 100-billion-yuan embodied intelligence sector at "China speed."UBTECH Partners with Terra Robotics, Deploying Humanoids in European Retail LogisticsRecently, UBTECH signed a partnership with European robotics integrator Terra Robotics, appointing it as UBTECH's exclusive distributor and strategic partner in the DACH region (Germany, Switzerland, Austria).Terra Robotics has purchased the first batch of dozens of UBTECH's full-size embodied intelligent humanoid robots, deploying them in industrial settings like the logistics centers of European retail chain ROSSMANN.Image Source: UBTECHAs previously reported by Gasgoo, UBTECH delivered a substantial scorecard for 2025: total annual revenue climbed 53.3% to 2.001 billion yuan. Gross margin rose to 37.7%, a significant 9-percentage-point jump from 28.7% in 2024. The annual net loss narrowed by 31.9% to 790 million yuan, while the adjusted net loss — excluding share-based payments — narrowed 24.5% to 691 million yuan.Notably, revenue from full-size embodied intelligent humanoid robots and solutions surged from 35.6 million yuan in 2024 to 821 million yuan — a more than 22-fold increase that instantly made it the company's largest revenue source.In 2025, cumulative sales of UBTECH's full-size embodied intelligent humanoid robots reached 1,079 units — a massive year-on-year spike of 35,866.7%.Designed specifically to address real-world industrial needs, the Walker S series includes the Walker S, Walker S1, and Walker S2. The third-generation Walker S2 began mass production and delivery in late 2025 and is now operational across various scenarios.XiaoZhi Take: UBTECH is expanding into the DACH region, securing another win for the commercialization of humanoids in industrial settings.JD Launches 'Robot Ambulance' ServiceOn April 15, JD announced the official launch of its "Robot Ambulance" service, offering maintenance and care for humanoid robots, quadrupeds, and AI companions. Services cover basic repairs, fault diagnosis, battery swapping, testing, cosmetic maintenance, and equipment recycling.The service is currently operating in Beijing, but JD plans to expand on-site robot repairs to more than 50 core cities nationwide over the next three years.Notably, JD has already expanded on-site robot repair services to European countries including the UK and Germany. The company plans to continue entering markets in Europe, North America, the Middle East, and Asia-Pacific. By offering localized "Robot Ambulance" services overseas, faulty robots can be repaired without being shipped back to China, significantly cutting after-sales costs for businesses and consumers.Amid the explosive growth of the global robotics industry, JD Service is aggressively building out its after-sales network. It has introduced a "120" standard for robot service, promising a one-minute rapid response, on-site arrival within two hours, and same-day repairs.Image Source: JD LogisticsOn November 8 last year, Gasgoo reported that JD's Langzu Robotics Global Smart Factory project was officially signed in Wuxi, Jiangsu. Located in Wuxi's Xidong New City and covering 100 mu, the project will become JD's first global super factory for intelligent logistics robots.The super factory utilizes a fully intelligent production model, covering the entire chain from core component manufacturing and robot body assembly to software system integration. Once completed, it will be JD's largest and most highly automated robot production base. The Wuxi municipal government and JD Group stated they will combine Wuxi's industrial support and application scenarios with JD's "super supply chain" capabilities to drive the deep integration of AI in the logistics sector.XiaoZhi Take: JD is making a preemptive move in the robot after-sales market with its "Robot Ambulance," closing the loop from selling products to building an ecosystem.RoboSense's 'Robot Eye' Wins Orders from Top Humanoid Robot MakerGasgoo has learned that RoboSense's new Active Camera series for robotics vision has secured a large-scale order from a leading European humanoid robot manufacturer, with mass production and delivery slated for 2026.Launched in January 2025, RoboSense's AC series leverages a multi-sensor fusion architecture and AI-Ready ecosystem support to create a "Robot Eye" that truly addresses the needs of robotic mobility and fine manipulation. The platform has so far released two products: the AC1 and AC2.Image Source: RoboSenseThe AC2 was officially unveiled during the International Conference on Intelligent Robots and Systems (IROS 2025).As the industry's first super sensor system integrating a full solid-state dToF LiDAR, binocular RGB camera, and IMU, the AC2 provides underlying hardware-fused 3D spatial perception and 6-DOF motion data. It boasts stable perception accuracy of ±5mm across its range and, paired with 1600x1200 high-resolution RGB imaging, can clearly reconstruct 3D details and detect small objects — helping robots overcome the challenges of fine manipulation.Furthermore, the AC2 features an ultra-wide field of view (FOV). Whether in fusion perception mode or using individual sensors like dToF, binocular vision, or RGB, it delivers a consistent wide view of 120° x 90° — an improvement of over 70% compared to traditional 3D cameras.To support AC2 applications, the AI-Ready ecosystem offers specialized open-source algorithms for pose estimation and human skeleton recognition. Designed for robotics developers, the ecosystem provides a full suite of open-source resources — including the ACStudio toolkit, Wiki documentation, and multi-scenario datasets — supporting mainstream computing platforms like Rockchip RK3588, NVIDIA Orin series, and Horizon chips.In terms of size, the compact design (L102 x H32 x D45 mm) allows the AC2 to be flexibly mounted in tight spaces such as a humanoid robot's face, a quadruped's head, or the end of a robotic arm, ensuring safe and efficient operation across various robot types.At CES 2026, RoboSense showcased an instant delivery robot equipped with the Active Camera series. The AC2 was mounted above the eyes and on the hands to provide close-range, high-precision stereo and color data for fine manipulation perception, while the AC1 was positioned on the body and back for long-distance navigation and obstacle avoidance.Paired with RoboSense's self-developed high-degree-of-freedom dexterous hand, and leveraging end-to-end operation and mobility capabilities alongside the RoboSense AI platform — which covers core components, model training, data acquisition, and data flywheels — the system supports fully autonomous robot operation, enabling highly dexterous, flexible long-range tasks.XiaoZhi Take: Transitioning from an automotive LiDAR leader to a robotics vision contender, RoboSense has secured a major European order with its "AC series," proving that the "Robot Eye" has become a global necessity.Chery Begins Selling Humanoid Robots to ConsumersGasgoo reported on April 13 that Chery's AiMOGA Robotics has made new headway in product sales.AiMOGA robots are now available to consumers on JD Mall via an official flagship store.Image Source: Screenshot from JD platformLast December, Gasgoo reported that Chery AiMOGA Robotics held a ceremony in Wuhu, Anhui, to mark the delivery of its 1,000th robot dog for application.A new batch of Argos quadrupeds will be deployed in real-world scenarios such as home companionship, community patrols, and factory security, effectively going to work immediately upon delivery. With 13 degrees of freedom, a 5kg maximum load, and 6.48km of range, the Argos can traverse complex terrain like shrubs, gravel, and slopes. It supports night patrols with real-time video feedback, helping property and factory security teams improve risk identification and safety management.AiMOGA has already established two standardized robot production lines, including a robot dog line with an annual capacity of 15,000 units, providing a solid foundation for future mass deliveries.Looking ahead, AiMOGA plans to release more versions of the Argos, including a lightweight home model, a durable outdoor version, and a professional patrol model for campuses, warehouses, and construction sites, expanding the robot's utility across more scenarios. The company is also pushing for deployment in urban public spaces.XiaoZhi Take: Chery's AiMOGA robots hit the consumer market, marking a traditional automaker's crossover into home scenarios with "companion robot dogs."