Figure 03 commercial deployment at BMW Spartanburg billing $25 per robot-operating-hour

Figure AI deployed 40 Figure 03 humanoid units commercially at BMW's Spartanburg, South Carolina plant in January 2026, billed at roughly $25 per robot-operating-hour. Figure 03 partners with OpenAI on the AI stack, and is manufactured at Figure's BotQ facility (12,000 units/year capacity).

$25/hour is the price point that makes the math work. US median manufacturing wage with benefits sits around $30-40/hour fully loaded — a humanoid at $25/hour with no benefits, no shifts, no PTO, no sick time is below-market on every dimension. The bottleneck is no longer cost; it is reliability and task coverage.

The 12,000-units/year manufacturing capacity is the production-side bottleneck. Even at full BotQ output, Figure can fill perhaps 50 large facilities a year. The bulk of US warehouse and manufacturing demand is several orders of magnitude larger than current humanoid production capacity — supply is the binding constraint, not demand.

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