Views: 0 Author: Site Editor Publish Time: 2025-05-14 Origin: Site
The enthusiasm of the capital market has injected strong momentum into humanoid robots. According to incomplete statistical data, there were a total of 69 financing events in the global humanoid robot industry from January to October this year, with the announced total financing amount exceeding 11 billion yuan. Goldman Sachs predicts in its report that global shipments of humanoid robots will reach 1.4 million units by 2035, with a market size of approximately $38 billion.
Goldman Sachs predicts that humanoid robots will be first applied to factories between 2024 and 2027, and to the consumer market between 2028 and 2031.
In the past 24 years, with the rapid iteration of Tesla Optimus humanoid robots, global capital has accelerated its layout in the field of humanoid robots. In the international market, companies such as Tesla, 1XTechnologies from Norway, Agility Robotics and Figure AI from the United States, Engineering Arts from the United Kingdom, Sanctuary AI from Canada, PAL Robotics from Spain, Rainbow Robotics (invested by Samsung) from South Korea, Honda, and General Motors have all entered the competition for the development of humanoid robots. At the same time, dozens of domestic companies have launched humanoid or bionic robots, including Tencent, Xiaomi, DJI Innovation, Ubiquitous, Yushu Technology, and others.
Companies such as 1X, Apptronik, and FigureAI have received significant financing in the field of generic humanoid robots, with investors including traditional venture capital firms, tech giants, and AI nouveau riche. Meanwhile, major companies such as Tesla and Boston Dynamics have chosen to build their own humanoid robots internally.
According to incomplete statistics, there were a total of 69 financing events in the global humanoid robot industry from January to October this year, with the announced total financing amount exceeding 11 billion yuan. The financing activities mainly focus on the field of humanoid robot ontology, and some involve multiple related fields such as general embodied large models, joint modules, sensors, etc.
With the strong influx of capital, the humanoid robot industry has experienced rapid development. However, due to different understandings of the progress speed and commercialization process of the industry, there are significant differences in the predictions of market size by various institutions. The market space forecast for 2030 ranges from hundreds of millions of dollars to billions of dollars. It is widely believed that the global market for humanoid robots will reach billions of dollars by 2030.
Yang Songli, Vice President of Chuanha Institute of Robotics and Intelligent Equipment Industry Technology (hereinafter referred to as Chuanha Institute), stated in an interview with Daily Economic News that humanoid robots have broad application prospects in home services, medical care, educational assistance and other fields, with huge market potential. The improvement of AI has brought about algorithm optimization, enhanced autonomous decision-making and learning abilities; AI big model technologies such as Transformer have made breakthroughs in fields such as natural language processing, enhancing robot interaction and decision-making capabilities. ”
She further analyzed to the reporters that in the future, hardware improvements will focus on improving the performance of motors and reducers, achieving lightweight and high-precision; Innovation in sensor technology to enhance environmental perception and operational accuracy; Flexible materials and exoskeleton technology promote the development of soft robots and human-machine collaboration.
Goldman Sachs stated in its report that by 2035, the market size of the humanoid robot industry will reach $38 billion (previously predicted at $6 billion). The accelerated evolution of AI, technological breakthroughs, and increased capital expenditure investment are the core driving factors that have prompted us to adjust our forecasts. At present, significant progress has been made in end-to-end AI, and models can self train through this AI without the need for human engineers to manually write all the code. This has accelerated the development of robots, enabling these devices to complete more tasks faster and adapt to new situations (such as working outside factories). ”
Goldman Sachs further pointed out that humanoid robots are particularly suitable for "dangerous, dirty, and tedious" jobs, and there will be a great demand for robots in fields such as mining, disaster relief, nuclear reactor maintenance, and chemical manufacturing. These industries may be willing to pay higher prices for robots that can perform dangerous tasks that humans are unwilling to do. In the future, 10% to 15% of hazardous occupations and automotive manufacturing jobs will be replaced by robots. Goldman Sachs predicts that by 2035, global shipments of humanoid robots will reach 1.4 million units.
2025 will usher in the first year of commercialization of humanoid robots
On November 28th, Tesla released the latest Optimus video, in which the humanoid robot demonstrated its ability to pick up tennis balls with bare hands, improved reaction speed, and increased hand flexibility. Musk predicts that Tesla's Optimus humanoid robot will be mass-produced in the thousands by 2025, marking the beginning of mass production for humanoid robots; By 2026, Optimus will be mass-produced and exported, with a long-term demand of billions of units.
Citigroup Global Insight analyst Wenyan Fei previously stated that Tesla's Optimus is a typical representative of the humanoid robots currently under development, and there are over 50 different humanoid robots in the market that are still in the research and development stage.
However, from an industrial perspective, humanoid robots are still in the early stages of industrialization, and the production cost of humanoid robots is high, generally starting at $100000. Goldman Sachs pointed out to a reporter from the Daily Economic News that in 2023, the cost of each humanoid robot will decrease by 40% from about $250000 at the beginning of the year to about $150000 at the end of the year. Due to limited industrial capacity or longer manufacturing cycles, the cost of some components remains high. However, Goldman Sachs expects that costs will further decrease in the coming years.
In addition to cost, Goldman Sachs believes that the current development of humanoid robots still faces some obstacles, such as the need for a limited number of high-precision grinding machines for certain components, which makes it difficult to increase production; There are still significant bottlenecks in the development of artificial intelligence and robot control software (such as grasping objects) as well as interactive software (which can accept human voice commands without training).
Goldman Sachs predicts that humanoid robots are expected to be first applied in factories between 2024 and 2027, while entering the consumer market is expected between 2028 and 2031.
Yang Songli, Vice President of Chuanha Institute, told reporters that by 2025, the manufacturing industry will still be the main application area of industrial robots. Beyond the manufacturing industry, AI technologies such as multimodal interaction, information retrieval, and scheduling optimization have also shown great potential for service robots in fields such as healthcare, education, retail, and cleaning. "Especially in the context of an aging society, service robots are more widely used and can effectively alleviate labor shortages
She believes that in 2025, humanoid robots are expected to usher in the first year of commercialization. With the entry of large enterprises such as Tesla and Huawei, the market's attention to humanoid robots continues to rise. As an industry investment hotspot, investors should pay attention to component and upstream equipment companies with technological advantages, such as core components such as screws, sensors, reducers, and motors
