Figure 03 production scales to 12,000 units annually at BotQ; BMW Spartanburg pilot stable

Figure AI confirmed that the BotQ humanoid manufacturing facility is tooled to produce 12,000 Figure 03 units annually. The BMW Spartanburg pilot — Figure's flagship automotive deployment — is reportedly running stable on production-floor tasks with minimal supervision.

12,000 units/year puts Figure ahead of Boston Dynamics (Atlas) on planned 2026 production volume, behind 1X NEO (10,000 NEO units year one, scaling to 100,000 by 2027), and roughly even with Tesla Optimus on Tesla's most recent guidance.

The BMW Spartanburg "stable" status matters more than raw production numbers. The previous 18 months of humanoid robotics has been long on demos and short on sustained-deployment evidence. Figure now has a multi-quarter production-floor track record at an OEM customer — the kind of proof point investors and other potential customers have been waiting for.

Figure AI — BotQ scaling → · humanoidsdaily — Atlas at CES 2026 →