1X Technologies says its NEO factory in Hayward, California, is running. In an April 30 update, the company said the 58,000-square-foot plant “has commenced full-scale production of NEO” and already employs more than 200 people. 1X says it stood the factory up in about three months after receiving final permits in January.

Capacity, not deliveries

The headline figure is capacity. With Hayward online and a San Carlos facility due later in 2026, 1X says it can produce up to 10,000 NEOs a year, and it plans further automation to reach more than 100,000 a year by the end of 2027. Those are designed figures. The update does not say how many robots Hayward has completed.

The demand number is also 10,000. 1X says that after it opened NEO pre-orders on October 28, 2025, it “booked out our entire production capacity for the next year in just 5 days (10,000 NEOs).”

Who gets the first robots

Not customers, at first. 1X wrote that “the current NEOs coming off the line are being prioritized for our internal team to accelerate development and testing in homes.” Addressing pre-order customers directly, it said: “Some of you will get your NEO this year, some will get them later.” The NEO product page says U.S. deliveries begin in 2026, starting with Early Access customers who buy outright, followed by subscribers.

What 1X makes itself

1X describes the plant as vertically integrated. It says it makes its own motors (17,000 since production began in Hayward), tendons, 22-degree-of-freedom hands and battery packs, and that its battery line has capacity for 10,000 packs a year. Each NEO uses an NVIDIA Jetson Thor computer. 1X also says some NEOs already work in the factory, stocking parts for technicians and doing basic warehouse jobs while collecting training data.

1X promised the first customer NEOs would ship in 2026. The measures that matter now are how many reach paying customers’ homes by year end, whether San Carlos opens on schedule, and how much of each owner’s chore list NEO handles without a remote 1X operator.