Tianyi Telecom Terminal and UBTECH Form Strategic Partnership, Target 100,000 Humanoid Robots in Three Years

leaderobot.com reported on November 9, 2026, that Tianyi Telecom Terminal Co., Ltd. and Shenzhen UBTECH Robotics Corp. Ltd. signed a comprehensive strategic cooperation agreement. According to the report, the companies aim to bring the industry scale for terminals including ultra-bionic humanoid robots and wheeled humanoid robots to more than 100,000 units over the next three years.

The reported agreement includes plans to connect a telecommunications operator’s cloud and network infrastructure, AI capabilities and sales channels with the deployment and use of humanoid robots. How the industry-scale target aligns in practice with product testing and standards development at the joint laboratory will be important in assessing the goal.

A key point in the reported target is that the 100,000 units refers to the scale of the terminal industry, including ultra-bionic humanoid robots and wheeled humanoid robots, rather than to UBTECH’s sales alone. It would therefore be inappropriate to treat the agreement as equivalent to a specific company’s orders or production plan. The article also reports a separate target of more than 1 million units over the next three years for the home companion robot terminal industry; the two figures cover different categories. The information provided does not clarify how sales would be divided between the companies or how the targets would be calculated. The reported cooperation framework would connect the telecommunications operator’s cloud and network infrastructure, full-stack AI capabilities and channel resources with UBTECH’s humanoid robot technology and products. The companies also plan to establish the “Tianyi Telecom Terminal-UBTECH Robot Joint Innovation Laboratory” to develop use cases, customize products, verify applications and develop standards. A notable feature of the announcement is that the cooperation would extend beyond supplying terminals to include integrating telecommunications and AI functions into robots and testing them in use cases. However, the available reports do not show how the two-way integration of capabilities would be implemented in actual products. Whether consumers buy the products or use other models, such as rentals, will be important in translating the scale targets into actual demand. The article also mentions plans to test rental services, “AI benefits + terminals,” and in-store demonstrations, suggesting several approaches to pricing and product trials. However, it does not specify the products involved, prices, launch dates or scale of these initiatives. The next points to watch are how progress toward the 100,000- and 1-million-unit targets is defined, how supply and sales responsibilities are divided between the companies, what standards the laboratory develops, and what operational and safety measures will support continued use in homes and commercial services. The materials provided do not include an original announcement, so the details and certainty of these plans cannot be independently verified.