Quick Takeaways
- XPeng is repositioning itself from a pure EV maker into an AI-driven mobility and robotics technology company.
- The in-house Turing chip, robotaxis, and humanoid robots form the backbone of XPeng’s Physical AI roadmap.
XPeng revealed that its long-term future lies in XPeng Physical AI, a strategy designed to transform the company from a pure electric-vehicle manufacturer into a global technology leader spanning autonomous driving, robotics, and advanced computing. Speaking in Guangzhou, founder and CEO He Xiaopeng said the company’s integration of AI, hardware, and its in-house Turing chip gives it a strong competitive edge in a rapidly consolidating auto market.
XPeng believes robots and automobiles are the foundation of physical artificial intelligence because both rely on the same sensors, processors, and mechanical systems. Automakers are already applying these technologies to automate factories and warehouses, and XPeng plans to scale this approach into full humanoid robots and driverless mobility services.
XPeng Physical AI powered by in-house Turing chip
He Xiaopeng said XPeng does not intend to become a company that merely sells low-margin hardware. Instead, the firm is positioning itself as a differentiated technology provider built on AI-driven platforms. The in-house Turing AI chip is central to this ambition, allowing XPeng to control performance, data processing, and future autonomous features at a deeper level than rivals using off-the-shelf solutions.
XPeng Physical AI extends to humanoid robots and robotaxis
The company confirmed that mass production of humanoid robots is scheduled for the second half of 2026, while public street trials of robotaxis will begin in the near term. These projects are being developed alongside XPeng’s vehicle platforms, allowing both robots and cars to share learning systems, perception technologies, and control software.
Vehicle upgrades reflect XPeng Physical AI roadmap
At the same Guangzhou event, XPeng introduced four upgraded vehicle models that showcase its AI-driven software stack. New features include:
These updates are designed to create a seamless link between physical AI research and everyday vehicle performance.
Competitive pressure accelerates XPeng Physical AI investment
XPeng’s transformation comes as China’s auto market continues to suffer from a prolonged price war that has eroded margins across the industry. Other manufacturers have also shifted toward artificial intelligence, investing heavily in models, computing power, and digital infrastructure to escape pure hardware competition.
XPeng reported a net loss of 380 million yuan in the third quarter, but management expects the business to reach break-even by the end of 2025 as its physical AI-driven products begin generating higher-value revenue streams.
XPeng believes robots and automobiles are the foundation of physical artificial intelligence because both rely on the same sensors, processors, and mechanical systems. Automakers are already applying these technologies to automate factories and warehouses, and XPeng plans to scale this approach into full humanoid robots and driverless mobility services.
XPeng Physical AI powered by in-house Turing chip
He Xiaopeng said XPeng does not intend to become a company that merely sells low-margin hardware. Instead, the firm is positioning itself as a differentiated technology provider built on AI-driven platforms. The in-house Turing AI chip is central to this ambition, allowing XPeng to control performance, data processing, and future autonomous features at a deeper level than rivals using off-the-shelf solutions.
XPeng Physical AI extends to humanoid robots and robotaxis
The company confirmed that mass production of humanoid robots is scheduled for the second half of 2026, while public street trials of robotaxis will begin in the near term. These projects are being developed alongside XPeng’s vehicle platforms, allowing both robots and cars to share learning systems, perception technologies, and control software.
Vehicle upgrades reflect XPeng Physical AI roadmap
At the same Guangzhou event, XPeng introduced four upgraded vehicle models that showcase its AI-driven software stack. New features include:
- 3D navigation with real-time environment mapping
- Advanced hazard warnings beyond the driver’s immediate line of sight
- Improved autonomous driving algorithms built on proprietary AI
These updates are designed to create a seamless link between physical AI research and everyday vehicle performance.
Competitive pressure accelerates XPeng Physical AI investment
XPeng’s transformation comes as China’s auto market continues to suffer from a prolonged price war that has eroded margins across the industry. Other manufacturers have also shifted toward artificial intelligence, investing heavily in models, computing power, and digital infrastructure to escape pure hardware competition.
XPeng reported a net loss of 380 million yuan in the third quarter, but management expects the business to reach break-even by the end of 2025 as its physical AI-driven products begin generating higher-value revenue streams.
Company Press Release
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