Hugging Face's Microduck robot sells 10,000 units, powered by Chinese chip

Product / TechM&A · Partnership
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Summary · why it matters

Hugging Face's new Microduck robot, launched Thursday, has sold over 10,000 units, generating more than $4 million in revenue, and is powered by a chip from Shanghai-listed Rockchip that uses ARM technology. The $399 robot, made by Hugging Face's French subsidiary Pollen Robotics, has seen delivery times pushed past the initial Christmas 2026 promise due to high demand. Rockchip's RK3566 chip, which incorporates ARM-licensed tech, is a key vendor for on-device AI, though analysts note it lacks compute resources for complex edge AI. Rockchip reported a 40% year-on-year increase in first-half operating revenue to 2.88 billion yuan ($428 million), with net profit excluding one-time items up over 60%. The Microduck, weighing 1.76 pounds, is both a toy and development platform, and is the second robot from Pollen Robotics, which Hugging Face acquired last year. Just before its release, The Information reported Nvidia agreed to buy Hugging Face for $12.9 billion, though neither company commented. Other startups like Zeroth and Mondo Robotics are also launching similar personal robots at premium prices.

Impact on stocks 4

Artificial Intelligence▲ · 3 stocks
Others▲ · 1 stocks
Fuzhou Rockchip Electronics Co Ltd
603893
▲ PositiveDemandCapitalrelevance

Rockchip's RK3566 chip powers Hugging Face's Microduck robot, which sold over 10,000 units, driving demand for Rockchip's on-device AI chips.

Theme Impact 4

Off-coverage companies 4

Hugging FacePrivate▲ Positive
Demandrelevance

Hugging Face's Microduck robot sold over 10,000 units generating more than $4 million in revenue, with delivery times pushed past Christmas 2026 due to high demand.

Mondo RoboticsPrivate± Mixed
relevance

Pollen RoboticsPrivate± Mixed
relevance

零次方机器人 (Zeroth)Private± Mixed
relevance

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