Figure AI retired F.02 robots after BMW Spartanburg year-long deployment — contributing to 30,000+ BMW X3 vehicles and loading more than 90,000 sheet metal parts, capstone validation of operational-deployment-first trajectory
Figure AI retired its F.02 humanoid robots after successfully deploying them at BMW's Spartanburg plant for nearly a year — contributing to production of over 30,000 BMW X3 vehicles and loading more than 90,000 sheet metal parts. The retirement is a capstone validation of Figure's operational-deployment-first trajectory: F.02 proves out the customer-deployment model, F.03 builds on validated foundation.
The substantive piece is the F.02 retirement as model-generation-cycle completion with substantial operational metrics. Pre-F.02 humanoid customer-deployment evidence operated on weeks-to-months timescale; F.02 BMW Spartanburg year-long deployment with 30K vehicles + 90K parts represents substantively more substantial operational-validation evidence base. F.02 retirement transitions Figure's operational-deployment-first trajectory into F.03 production scale-up.
The competitive read against Figure BotQ 55+ units per week BMW pilot expansion is that the F.02-to-F.03 generation transition + BotQ production scale-up + BMW pilot expansion together represent Figure's H2 2026 trajectory acceleration. Combined with F.02's year-long operational evidence base, Figure's procurement-evaluation positioning strengthens substantially.
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