Persona AI vs UBTech Robotics: Industrial & logistics compared

November 2026 edition · assessment by Frontier Tech Intelligence

UBTech Robotics ranks 17 on the Humanoids 100 with a score of 80; Persona AI ranks 81 with 55. UBTech Robotics is ahead on deployment, production, commercials, technology, positioning and firepower. Level on progress and leverage. Persona AI is based in Houston, United States, UBTech Robotics in Shenzhen, China. UBTech Robotics: Public, founded 2012. Persona AI is named in 46 signals and UBTech Robotics in 299.

Persona AI →

Houston, Texas, United States · Humanoids · Systems / Industrial & logistics · personainc.ai

Persona AI develops industrial humanoid robots for tasks such as shipyard welding, sorting and assembly; its Gen 1 robot is planned for HD Hyundai shipyards.

Humanoids 100 · rank 81 · score 55Robotics · watchlist · score 48

Scores, Humanoids (of 10)

Deployment7
Production2
Commercials2
Progress10
Technology4
Positioning6
Firepower4
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

Persona AI is a Houston-based humanoid robotics company founded in 2024 by NASA Robonaut technical lead Nic Radford. It is developing rugged, heat-resistant humanoids for shipyards and heavy industry, including welding, grinding, and structural assembly, with an explicit defense channel; its ecosystem reach includes strategic joint development and shipyard validation work with HD Hyundai.

Latest signals

  • HD Hyundai Robotics plans to integrate humanoid perception and manipulation technology into existing factory robotsHumanoids Daily
  • Persona AI launched Gen 1, a 175 cm industrial humanoid robot.humanoid.guide
  • Persona AI is offering Gen 1 as a prototype and has partnered with HD Hyundai.humanoid.guide

46 signals name Persona AI.

Facts, with sources

  • Gen 1 offered as a prototype; Persona AI has partnered with HD Hyundaihumanoid.guide
  • Partnerships with HD Hyundai and POSCO for shipyard welding deploymentIEEE Spectrum Robotics
  • HD Hyundai and Persona AI signed a formal partnership to commercialize humanoid welding robotsHumanoids Daily

34 facts on file.

UBTech Robotics →

Shenzhen, Guangdong, China · Humanoids · Systems / Industrial & logistics · Public · founded 2012 · www.ubtrobot.com

UBTech sells Walker S and Walker C1 humanoid robots for industrial automation and logistics customers.

Humanoids 100 · rank 17 · score 80Robotics · member · score 65

Scores, Humanoids (of 10)

Deployment8
Production8
Commercials8
Progress10
Technology6
Positioning8
Firepower9
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

UBTech Robotics is a Chinese humanoid maker (HKEX:9880) that sold 1,079 full-size humanoids in 2025 (the first company globally over 1,000 a year in the class, >80% into industrial scenarios), with FY25 revenue of RMB 2.001B (~$291M, +53.3%) and a humanoid segment now 41.1% of revenue at 54.6% gross margin, narrowing its net loss to RMB 790M. Customers include Foxconn, BYD, Geely, and Airbus, and Walker S capacity exceeded 6,000 a year by end-2025. Two caveats: its two largest tenders are government-linked data-collection centers rather than factory lines, and UBTech itself described Walker S2 as no more than half as efficient as a human worker at the start of 2026.

Latest signals

  • UBTECH releases Thinker-Sim embodied intelligence simulation platform36Kr newsflashes
  • Chinese humanoid robot makers are moving into South Korean factory trials and commercial deployments.SCMP Tech
  • UBTECH Robotics introduced the full-size Walker Tienkung humanoid.humanoid.guide

299 signals name UBTech Robotics.

Facts, with sources

  • Walker C1 distribution agreement with Hiproject in Sloveniawww.humanoidsdaily.com — 2026-09-18
  • Walker C1 distribution agreement in Slovenia with Hiprojectwww.humanoidsdaily.com — 2026-09-18
  • Liuzhou factory openedhumanoid.guide — 2026-09-17

283 facts on file.

More comparisons

Questions this page answers

Persona AI or UBTech Robotics: which is ahead in humanoids?

UBTech Robotics ranks 17 on the Humanoids 100 with a score of 80; Persona AI ranks 81 with 55. UBTech Robotics is ahead on deployment, production, commercials, technology, positioning and firepower. Level on progress and leverage. Persona AI is based in Houston, United States, UBTech Robotics in Shenzhen, China. UBTech Robotics: Public, founded 2012. Persona AI is named in 46 signals and UBTech Robotics in 299.

How do Persona AI and UBTech Robotics compare?

UBTech Robotics ranks 17 on the Humanoids 100 with a score of 80; Persona AI ranks 81 with 55. UBTech Robotics is ahead on deployment, production, commercials, technology, positioning and firepower. Level on progress and leverage. Persona AI is based in Houston, United States, UBTech Robotics in Shenzhen, China. UBTech Robotics: Public, founded 2012. Persona AI is named in 46 signals and UBTech Robotics in 299. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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