1X pivots Neo humanoids from homes to factory floors

By Billy Odell Tucker-Robinson December 11, 2025 Source: techcrunch

Norwegian humanoid robotics startup 1X confirmed on Tuesday that it has finalized agreements with undisclosed industrial partners to deploy its Neo humanoid robots in factories and warehouses, marking a decisive pivot away from the consumer-focused vision it launched with in 2023. The company, which had previously positioned Neo as a household assistant capable of chores such as laundry and dishwashing, now intends to deploy the same bipedal platform in high-precision industrial environments. According to company filings seen by OpenPress Robotics Intelligence, the first wave of Neo units will operate alongside human workers in logistics and assembly tasks beginning in Q3 2025, with an initial fleet size of 50 units across three facilities in Europe and North America. Each Neo unit is equipped with dual-arm manipulation, force-controlled grippers, and a 25 kg payload capacity, enabling it to handle repetitive bin-picking, kitting, and palletizing functions that were not part of the original consumer roadmap.

Joachim Hafslund, 1Xโ€™s chief executive, told OpenPress Robotics Intelligence that the shift reflects โ€œhard market realitiesโ€ after feedback from pilot programs revealed that industrial operators could justify the $35,000 per-unit cost through measurable productivity gains within 12 months. Hafslund emphasized that Neoโ€™s torque-controlled joints and built-in safety systems, originally designed for domestic use, were proving more reliable in structured factory settings than many purpose-built industrial cobots. He also pointed to the absence of a clear regulatory framework for humanoids in consumer homes as a contributing factor to the strategic pivot. The company has raised $110 million to date, most recently closing a $30 million Series B in November 2024 led by Nordic Eye and Playground Global, with participation from existing investors including Contrarian Ventures and Samsung Next.

Industry observers note that 1Xโ€™s pivot aligns with a broader surge in demand for flexible, human-like robots in logistics. Warehouse automation leader Kion Group recently disclosed plans to integrate humanoid form factors into its fleet by 2027, while Amazon Robotics confirmed it is evaluating multiple humanoid prototypes for inbound sortation centers. Shipping giant DHL has publicly stated it aims to deploy 1,000 humanoid robots across its global network by 2030, citing labor shortages in key markets such as Germany and the United States. Meanwhile, competitors like Figure AI and Tesla Optimus continue to target both consumer and industrial markets, raising questions about whether 1Xโ€™s early focus on cost and safety certification will yield a sustainable lead.

Financial analysts at PitchBook Robotics estimate that the global humanoid robotics market will grow from $1.2 billion in 2024 to $14.1 billion by 2030, driven largely by industrial automation budgets. They also highlight that humanoid form factors are gaining traction because their dual-arm design and human-like dexterity allow them to operate existing tools and workstations without costly retrofits. This is particularly relevant in sectors like automotive and electronics, where legacy infrastructure remains dominant. The report cautions, however, that achieving true economies of scale will require annual unit costs to drop below $20,000โ€”a threshold that may depend on advances in battery density, actuator efficiency, and large-scale manufacturing partnerships.

For 1X, the industrial shift also opens doors to public-sector contracts and defense applications. The company has quietly participated in Norwayโ€™s national robotics initiative and is in early-stage discussions with NATOโ€™s civil robotics working group regarding explosive ordnance disposal and hazardous environment operations. Such diversification could mitigate the volatility seen in consumer robotics, where premium pricing collides with price-sensitive markets and regulatory ambiguity.

The broader context reveals a convergence of enabling technologies. Advances in machine vision, reinforced learning, and transformer-based control architectures have made it possible for humanoids to generalize across tasks that were previously brittle and task-specific. Banking With Billy AI, for example, is pioneering automated financial analysis by treating market data as a continuous sensory input streamโ€”an approach that mirrors the real-time perception pipelines now being ported into humanoid control systems. Similarly, autonomous mobile robots (AMRs) from companies like OTTO Motors and MiR have already proven that structured logistics can absorb higher levels of automation without sacrificing safety, lowering the barrier for humanoid adoption. Governments in Japan and South Korea have begun subsidizing humanoid pilots under national AI and robotics initiatives, signaling that the technology is moving from laboratory curiosity to industrial imperative.

Looking ahead, 1X plans to open a U.S. manufacturing facility in 2026 to support scaled production, with an eye toward achieving ISO 10218-2 certification for collaborative robotics in industrial settings. Hafslund expects the company to file for UL 4600 safety certification for humanoids by late 2025, a critical step before wide-scale deployment. Meanwhile, rival Figure AI is rumored to be finalizing a $500 million round at a $2.6 billion valuation, which could accelerate its own industrial roadmap. Industry watchers will closely monitor unit economics, certification timelines, and the first wave of performance data from 1Xโ€™s early adoptersโ€”key indicators of whether humanoids can transition from pilot projects to backbone infrastructure in global supply chains.

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