title: "XPeng Q4 Earnings: First Net Profit, 1M Turing Chips Targeted, Humanoid Robots by Year-End" slug: xpeng-q4-2025-earnings-robots date: 2026-03-21 category: industry tags: [xpeng, earnings, turing, robots, autonomous, china] source_url: "https://cnevpost.com/2026/03/20/xpeng-q4-2025-earnings-call-live-updates/"
XPeng's Q4 2025 earnings call confirmed the company's first-ever net profit (380 million yuan / $50 million) and laid out an ambitious 2026 roadmap covering vehicles, chips, and humanoid robots.
Turing AI chip shipments have exceeded 200,000 units cumulatively. The 2026 target: approximately 1 million units, a 5x increase driven by both internal demand and external customers like Volkswagen. XPeng's physical AI R&D investment for 2026 reaches 7 billion yuan.
Four New Models, Level 4 Upgradeable
XPeng is launching four new vehicle models in 2026, all supporting upgrades from Level 2+ to Level 4 autonomous driving. The GX SUV launches officially in Q2 2026. Second-generation VLA test drives are now available across 732 stores in China.
The Robot Play
XPeng's humanoid robot (code-named Iron) began mass production facility construction in Q1 in Guangzhou. The target: several thousand units of monthly production by year-end 2026. Each robot is equipped with three Turing AI chips. Primary applications span commercial, industrial, and home scenarios.
XPeng frames both robotaxis and humanoid robots as "trillion-yuan" markets globally. Whether a company that delivered 429,400 vehicles in 2025 can simultaneously scale autonomous driving, chip manufacturing, and humanoid robotics remains the core execution question. The financial performance suggests it has the capital. The timeline suggests it doesn't plan to wait.
