XPeng Group Announces 2025 Mass Production Plans for Robotaxi and Humanoid Robots
XPeng Group CEO He Xiaopeng announced during the company's May 28 earnings call that the company will complete mass production of both Robotaxi vehicles and humanoid robots in 2025, aiming to transform physical AI technologies into new revenue and profit growth engines. The announcement follows the company's Q1 2026 rebranding from "XPeng Motors" to "XPeng Group," marking its evolution from a smart electric vehicle manufacturer to a physical AI company. He stated that XPeng has validated that scaling law applies equally to autonomous driving and robotics, making the path to breakthrough technical limits through increased R&D investment "exceptionally clear." He described physical AI applications as being "on the eve of transitioning from mass production implementation to explosive growth," calling the next decade a "global strategic opportunity" for physical AI applications.
Automotive Business Expansion and Sales Targets
He Xiaopeng stated that the smart electric vehicle business will maintain high-speed growth, continuously contributing considerable profits and strong cash flow to support physical AI R&D investments. The company launched its flagship L4-capable model XPeng GX on May 20, with three additional new SUV models scheduled to launch and deliver in H2 2025. All three models will feature the second-generation VLA (Vision-Language-Action model) based on Turing chips, equipped with dual capabilities. He predicted that sales will increase significantly quarter-over-quarter for each remaining quarter of 2025, creating the company's "strongest sales growth curve in history." He emphasized that these new models were defined as "global vehicles" from the product definition stage, targeting global markets.
XPeng's international business reached a milestone in April 2025 with overseas monthly sales exceeding 6,000 units for the first time. He revealed the company targets sustained overseas monthly sales exceeding 10,000 units by Q4 2025 and year-over-year overseas sales growth exceeding 100% for the full year. He noted that starting in 2025, all XPeng models have incorporated international market requirements and certifications from early R&D stages, significantly shortening the time gap between overseas and domestic launches. The company has established three localized production bases overseas since last year, with the Munich R&D center becoming its fastest-growing R&D center. He stated that international business revenue contribution is expected to exceed 20% starting in Q2.
Robotaxi Development and Deployment Plans
He Xiaopeng reported that XPeng GX fleets equipped with fully redundant systems are conducting small-scale L4 testing on public roads in Guangzhou, with the company targeting Q3 2025 to launch demonstration Robotaxi passenger services in Guangzhou. He noted that the L4-level fully redundant hardware and VLA model based on dual Turing chips on the GX model are not bound to the GX vehicle itself, meaning they can be deployed to any other model, including the Mona series. He stated that XPeng will build a multi-party win-win Robotaxi ecosystem, creating and sharing commercial value with operational partners.
The second-generation VLA represents XPeng's first version for fully autonomous driving. In its first month of deployment, the intelligent assisted driving mileage ratio exceeded 50% for the first time. The second-generation VLA operates without rule-based code or high-definition maps, enabling rapid and efficient deployment to overseas markets while supporting front-loaded mass-production Robotaxi. He stated his goal with the team is to achieve "absolute first place in the domestic market" and take a critical step toward true L4, including Robotaxi. The second-generation VLA is currently undergoing testing in Europe, with expectations to obtain regulatory approval in multiple overseas countries next year for deployment to overseas XPeng vehicle owners, beginning global generalization of the second-generation VLA.
Humanoid Robot Mass Production Timeline
He Xiaopeng disclosed that software and hardware R&D for the new-generation IRON humanoid robot for mass production is progressing smoothly and will soon enter the ET2 software-hardware integration phase, with plans for official unveiling in Q3 2025. The mass-production version of IRON is designed according to automotive-grade safety and reliability standards. The company recently completed development of its self-developed dexterous hand, significantly improving flexibility while substantially reducing costs. He stated that once robots enter mass production, the technology iteration speed and scale growth speed driven by data flywheels will exceed that of new energy vehicles during the same period. Starting next year, humanoid robot hardware revenue and AI model revenue will be one of the important drivers of XPeng Group's revenue and gross profit growth.
The humanoid robots will first undergo trial commercial use in XPeng stores by the end of 2025, with deliveries to commercial customers in China and overseas beginning in 2026.
FAQ
When will XPeng's Robotaxi services begin passenger operations?
XPeng targets Q3 2025 to launch demonstration Robotaxi passenger services in Guangzhou. The company's XPeng GX fleets equipped with fully redundant systems are currently conducting small-scale L4 testing on public roads in Guangzhou.
What is XPeng's timeline for humanoid robot mass production?
XPeng plans to achieve mass production of its high-end humanoid robot by the end of 2025. The new-generation IRON humanoid robot will be officially unveiled in Q3 2025, with trial commercial use in XPeng stores beginning by year-end 2025, and deliveries to commercial customers in China and overseas starting in 2026.
What are XPeng's overseas sales targets for 2025?
XPeng targets sustained overseas monthly sales exceeding 10,000 units by Q4 2025 and year-over-year overseas sales growth exceeding 100% for the full year. The company's overseas monthly sales first exceeded 6,000 units in April 2025, with international business revenue contribution expected to exceed 20% starting in Q2 2025.
