{"title":"Figure vs Leju Robotics: General-purpose compared","url":"https://www.frontiertechintelligence.com/compare/figure-vs-leju-robotics","comparison":"Figure ranks 5 on the Humanoids 100 with a score of 88; Leju Robotics ranks 39 with 66. Figure is ahead on deployment, commercials, progress, technology, positioning and firepower. Level on production and leverage. Figure is based in San Jose, United States, Leju Robotics in Shenzhen, China. Figure: Private, founded 2022. Figure is named in 475 signals and Leju Robotics in 21.","companies":[{"name":"Figure","url":"https://www.frontiertechintelligence.com/companies/figure","city":"San Jose","country":"United States","stage":"Private","founded":2022,"last_round":null,"positioning":"Figure is a US humanoid maker that delivered 350+ Figure 03 units from its BotQ line by April 2026 (throughput of one robot an hour, a stated path to 100,000 a year) and ran Figure 02 at BMW Spartanburg for ~11 months (90,000+ parts at >99% placement accuracy, described as the first independently verifiable large-scale automotive humanoid deployment). It raised $1B+ Series C in September 2025 at a $39B post-money (a 15x step-up in 19 months; NVIDIA, Qualcomm, Intel, LG among participants), launched Figure 03 in October 2025, and exited its OpenAI collaboration for in-house Helix models. The negative signal: BMW chose Hexagon Robotics' wheeled AEON for its first European humanoid pilot at Leipzig (February 2026), so Figure went from BMW's singular humanoid partner to one supplier among several, and secondary shares traded below the $39B round price by August 2026. It is effectively pre-revenue at scale against that valuation.","assessed_in":{"domain":"Humanoids","list":"Humanoids 100","rank":5,"score":88,"tier":"member","scores":{"leverage":6,"position":8,"progress":9,"firepower":10,"commercial":6,"deployment":10,"production":8,"technology":10},"why":"Figure develops and manufactures general-purpose humanoid robots, including Figure 03, for industrial, logistics, and home applications.","segment":"General-purpose","layer":"Systems"},"signals_total":475,"facts_total":457},{"name":"Leju Robotics","url":"https://www.frontiertechintelligence.com/companies/leju-robotics","city":"Shenzhen","country":"China","stage":null,"founded":null,"last_round":null,"positioning":"Leju Robotics is a Chinese humanoid maker (the Huawei-ecosystem humanoid, running KaihongOS plus Pangu AI) whose Foshan mass-production plant (opened March 2026 with Dongfang Precision) builds the Kuavo-5 at ~1 robot per 30 minutes toward ~10,000 a year, one of the first dedicated humanoid mass-production lines anywhere. It raised a RMB 1.5B (~$200M) pre-IPO round (October 2025, with CITIC Goldstone and actuator-maker Tuopu Group), filed an A-share ChiNext IPO, and has a FAW Hongqi car-plant deployment, ranking top-4 among Chinese shippers in H1-26. Revenue is undisclosed (low-hundreds unit scale implies low tens of millions RMB).","assessed_in":{"domain":"Humanoids","list":"Humanoids 100","rank":39,"score":66,"tier":"member","scores":{"gate_ne":["technology","firepower"],"leverage":6,"position":6,"progress":8,"firepower":8,"commercial":4,"deployment":6,"production":8,"technology":6},"why":"Leju Robotics develops general-purpose humanoid robots under the 乐聚机器人 brand. Its embodied-AI partnerships and humanoid manipulation challenge further support its focus on broadly capable humanoid systems.","segment":"General-purpose","layer":"Systems"},"signals_total":21,"facts_total":16}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}