The mass production and delivery of Ubisoft Walker S2 was questioned. The founder of Figure said that the video was a computer special effect. Ubisoft released a one-shot video response.

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In mid-November, Ubisoft (9880.HK) released multiple mass production delivery content of the humanoidrobot Walker S2 on Weibo: In the video, the robots line up neatly, automatically change electricity, and move forward synchronously. The picture is extremely visually impactful. This was a key node to showcase the "industrialization moment", but due to one question, it turned into a debate about the authenticity of technology.
Figure founder Brett Adcock analyzed the video frame by frame on the X platform and pointed to one detail-the robot's reflection. He claimed that "the robot in front is real, but everything behind it is fake" and cited the reflection of ceiling light as an example, believing that the video "has a high probability of being a computer special effect."
Faced with doubts, You Bixuan immediately posted a complete video on Weibo titled "One Mirror to the End, Original Sound" in response, emphasizing that "the accusations are false." Judging from the original video, there were indeed a large number of humanoid robots moving simultaneously at the scene, and the sense of presence in industrial mass production was significantly enhanced.
In fact, the WalkerS2 has repeatedly won large orders in the industry. In September this year, Ubisoft announced that it had received a 250 million yuan purchase contract for humanoid robot products and solutions from domestic companies, mainly for Walker S2.
On November 4, the Sichuan Province Public Resource Trading Platform disclosed that the equipment procurement project of Zigong Digital Investment Humanoid Robot Data Collection Center announced the winning bid results. Ubisoft won the bid with Walker S2, with a winning bid value of 159 million yuan. Delivery is expected to be completed within November. From education and health care, to logistics, industry and solution implementation, Ubixuan is trying to push humanoid robots from the "display hall" to the "production line end".
Established in 2012, Ubisoft will be listed on the Hong Kong Stock Exchange in December 2023 and is known as the "first humanoid robot". Its Walker S2 has been officially introduced as a size industrial humanoid robot that achieves "3-minute autonomous power exchange", emphasizing high mobility, sustainable operation and multi-scene adaptability.While the industry is still in its early stages of exploration,"mass production" and "delivery" have become key nodes in judging an enterprise's capabilities, and they are the most likely focus of external attention.
When technology becomes commercialized, debates often reflect the industrial situation more than the technology itself. Figure was established in 2022 and has a valuation of US$39 billion. It is one of the most eye-catching humanoid robot startups at the moment; Ubisoft is the first to open large-scale application scenarios with its longer industrial chain accumulation. The two companies have not really met in the market, but a question about the authenticity caused by the video reflection has in a sense become an open confrontation between size humanoid robot companies in the mass production stage.
Industry insiders said that humanoid robots are a highly systematic and long-term industrial chain track."No one can tell the landing speed." However, the general trend has become a consensus: in the future, factories, enterprises and even individuals will be configured to varying degrees. Humanoid robots.
Under this premise, every delivery, every video, and every controversy will become an inevitable footnote in the process of accelerating the industry.
As of press time, Sina Finance called Youbixuan, but has not received further response.