XPULSE
Last closesXPEV $9.67 NYSE3 Nov9868 HK$38.08 HKEX4 NovUpcoming

Technology

Chips200,000+Turing chips shippedby 20 Mar 2026 1
Software2,200+Robotaxi rides by XPeng staffby 8 Oct 2026 2,3
Charging4,100+XPeng charging stations in Chinaat 31 Oct 2026 4

Where each stands

done newest next required step

Software

  • VLA 2.0 in XPeng's cars, ChinaIn customers' cars
    1. Announced5 Nov 2025
    2. Test drives2 Mar 2026
    3. In customers' cars19 Mar 2026
    4. Upgrade XOS 6.3.022 Sep 2026
    5. Cars on dual Nvidia chipsQ4 2026Target
    1. In customers' carsMar 2026
    2. Upgrade XOS 6.3.0Sep 2026
    3. Cars on dual Nvidia chipsQ4 2026Target

    For owners it runs as advanced driver assistance (NGP), which the driver must supervise. 5,6

  • VLA 2.0 abroadDemonstrations only
    1. Media drives, Munich16 Jul 2026
    2. Third-party ride11 Sep 2026
    3. Public rides, Paris11 Oct 2026
    4. EU approvalH1 2027Target
    1. Media drives, MunichJul 2026
    2. Third-party rideSep 2026
    3. Public rides, ParisOct 2026
    4. EU approvalH1 2027Target
  • RobotaxiDemonstration operations, by invitation
    1. Road testsJan 2026
    2. First off the line18 May 2026
    3. Staff rides9 Jul 2026
    4. Invited riders8 Oct 2026
    5. Passenger permit26 Oct 2026
    6. No safety operator2027Target
    1. Invited ridersOct 2026
    2. Passenger permitOct 2026
    3. No safety operator2027Target

    Drives on VLA 2.0, the model behind the driver assistance in XPeng's customer cars. 7

Chips

  • Turing in XPeng's carsIn customers' cars
    1. Tape-out23 Aug 2024
    2. Shown6 Nov 2024
    3. In customers' cars3 Jul 2025
    4. 200,000 shipped20 Mar 2026
    5. Close to 1 million2026Target
    1. In customers' carsJul 2025
    2. 200,000 shippedMar 2026
    3. Close to 1 million2026Target

Robotics

  • IRON humanoid robotProduction line open
    1. First shown6 Nov 2024
    2. New IRON5 Nov 2025
    3. Trial production24 Jul 2026
    4. Line open8 Sep 2026
    5. Mass productionEnd-2026Target
    6. Deliveries2027Target
    1. Trial productionJul 2026
    2. Line openSep 2026
    3. Mass productionEnd-2026Target

Aviation

XPeng holds a minority stake in ARIDGE, He Xiaopeng’s affiliate, and already earns service fees. 8,9,5

  • Land Aircraft Carrier (X3-F)Trial production
    1. First shown24 Oct 2023
    2. Public flight3 Sep 2024
    3. Batch trial production5 Mar 2026
    4. 1,000th propulsion unit10 Aug 2026
    5. CertificationTest flights done, ARIDGE says
    6. Deliveries2027Target
    1. Batch trial productionMar 2026
    2. 1,000th propulsion unitAug 2026
    3. CertificationTest flights done, ARIDGE says

Outside customers

  • VolkswagenPaying customer since 2024CEA architecture, driving software and Turing chips
    1. Partnership signed26 Jul 2023
    2. CEA in productionDec 2025
    3. VLA + Turing in UNYX 0816 Apr 2026
    4. VLA + Turing in UNYX 0924 Oct 2026
    5. CEA in petrol and hybrid cars2027Planned
    1. VLA + Turing in UNYX 08Apr 2026
    2. VLA + Turing in UNYX 09Oct 2026
    3. CEA in petrol and hybrid cars2027Planned
    Which cars, and how XPeng earns
    • ID. UNYX 06On sale · May 2026 11CEA electronics
    • ID. UNYX 07On sale · May 2026 12,13CEA electronics
    • ID. UNYX 08On sale · Apr 2026 14,15Joint platformXPeng VLATuring chip
    • ID. AURA T6On sale · Sep 2026 16,17CEA electronics
    • ID. UNYX 09On sale · Oct 2026 18,19Joint platformXPeng VLATuring chip
    • ID. ERA 5XIn production · Oct 2026 20,21Launch: Nov 2026 20,21CEA electronics
    • ID. AURA L5Late 2026 Planned 20CEA electronics
    • Petrol and hybrid cars2027 Planned 22,23CEA electronics

    How XPeng earns 9,5

    1. Engineering feesDuring development, partly on milestones
    2. Licence feesOnce the cars are in production
    3. RoyaltiesTied to cars sold, under some contracts

    First fees in Q1 2024. Volkswagen also owns about 4.9% of XPeng, bought in 2023. 24,25

    Every step, with sources →Services and others on Financials →

  • BanmaCockpit software on TuringAnnounced · 28 Sep 2026

    In-car AI on one Turing chip · offered to carmakers abroad too Sources 10

Charging and energy 5
  • China charging network4,100+ XPeng-branded stationsAt 31 Oct 2026 · 430+ cities · 3,600+ of them ultra-fast

    At 31 Oct 2026 · 430+ cities · 3,600+ of them ultra-fast Sources 4

  • Megawatt charging abroadFirst station open, Hong KongSince 15 Sep 2026, with Halo · a charger with its own battery

    Since 15 Sep 2026, with Halo · a charger with its own battery Sources 26,27,28

  • Ultra-fast charging points abroadTarget: about 10,000 in 3 yearsFirst stated by co-president Brian Gu, 22 Sep 2026 · key markets

    First stated by co-president Brian Gu, 22 Sep 2026 · key markets Sources 27,26

  • Elmi Power, Germany, Austria, SwitzerlandPartner named, 14 Sep 2026Sites to follow · Europe: 4,000+ points by 2028 (He Xiaopeng)

    Sites to follow · Europe: 4,000+ points by 2028 (He Xiaopeng) Sources 29,30

  • Kunpeng range-extenderIn 7 models in ChinaElectric car with a small petrol generator · first: X9, Nov 2025

    Electric car with a small petrol generator · first: X9, Nov 2025 Sources 31,32,33,34,35,36

XPeng's monthly count of 'self-operated' stations: run under its brand, not all owned by it.

Latest developments

  1. Technology Primary
    XPeng and universities release GroundingPI, an open AI model that helps robots see

    XPeng and researchers at Peking University, the University of Hong Kong and other universities have released GroundingPI, XPeng said on 4 November.

    Robotics

  2. Global Media
    XPeng plans Robotaxi expansion to Europe and Asia in 2027, report says

    XPeng plans to bring its Robotaxi business to European and Asian markets in 2027, Economic Digest reported on 30 October in its account of remarks in Hong Kong by Alex Tang, head of XPeng’s International Development and…

    Europe · Milestone

  3. Investor Primary
    Volkswagen plans electronics developed with XPeng for South America

    Volkswagen plans to use the electronics architecture it developed with XPeng in next-generation models for South America and other emerging markets, Reuters reported on 28 October, citing a Volkswagen announcement in…

    Partnership

  4. China Primary
    Gu Jie says IRON’s solid-state batteries enter small-batch production

    XPeng’s solid-state battery for its IRON humanoid robot is coming off the line in small batches, vice-president Gu Jie wrote on Weibo on 28 October, confirming what he told the yearly congress of the China Society of…

    Product

  5. Investor Primary
    Report: Volkswagen weighs electronics developed with XPeng for Europe, over Rivian's

    Volkswagen brand chief Thomas Schäfer wants to use the electronics Volkswagen developed with XPeng for China in its cars for Europe, Manager Magazin reported on 26 October.

    Europe · Partnership

View all →

Explore the evidence

Plain words
VLA 2.0
XPeng's AI driving model (vision-language-action): it turns what the cameras see into steering and braking, in customers' cars and in the Robotaxi.
Driver assistance (L2)
The car steers and brakes, but the driver must watch the road and stays responsible. XPeng's NGP, which runs on VLA 2.0, is legally this, Level 2.
OTA, XOS
Over the air (OTA): new software sent to the car over mobile data, as a phone updates. XOS is the name of XPeng's car software.
Lite
A slimmer ("distilled") version of VLA 2.0 for cars with less computing power.
AI chip
The computer in the car that runs the driving model and the voice assistant. XPeng's own is called Turing (图灵).
Tape-out
The finished chip design sent to the factory to make the first real chips.
TOPS
Trillions of operations a second, a measure of computing power. XPeng quotes 'effective' TOPS, its own yardstick: 750 for one Turing chip.
Supplier nomination (定点)
A carmaker choosing a supplier for its models. It is not an order with a stated volume or value.
Dogotix
The company that holds XPeng's robotics business, registered in the Cayman Islands and controlled by XPeng.
Fully diluted
XPeng's stake if every share promised to staff, executives and investors were issued.
Degrees of freedom
The number of joints that can move. The production IRON has 76, with 21 in each hand.
Land Aircraft Carrier
A six-wheeled road vehicle with a range extender that carries a two-seat battery aircraft (the X3-F) in its rear bay.
eVTOL
An electric aircraft that takes off and lands vertically, like a large drone that carries people.
Type certificate
The aviation regulator's approval of an aircraft's design: one of the approvals needed before it can be sold in China.
Production certificate
The regulator's approval for a factory to build certified aircraft in series.
Sources

Updated 4 Nov 2026