Global Robotics Industry Trends (III)

May 12, 2025

      

Global Robotics Industry Trends (III)

Humanoid Robots Are Going Mainstream: Opportunities and Challenges

As science and technology evolve rapidly, the global robotics industry is undergoing a major transformation. Humanoid robots—designed to replicate human form, movements, and behaviors—are emerging as a hotbed of innovation. Once confined to science fiction, these AI-powered machines are now making their way into the real world.

Humanoid Robots: From Concept to Commercial Reality

The commercial potential of humanoid robots is no longer a distant vision. According to Goldman Sachs, humanoid robots could begin large-scale deployment in factories as early as 2024–2027, and enter the consumer market by 2028–2031. By 2035, global shipments are expected to hit 1.4 million units, with a market value of USD 38 billion.

These robots are ideal for tasks considered dangerous, dirty, or dull—such as mining, disaster response, chemical manufacturing, and nuclear maintenance. Experts predict that 10%–15% of high-risk jobs, especially in automotive manufacturing, could be replaced by humanoid robots.

Technology Is Advancing, Costs Are Dropping

Key hardware components—like sensors, motors, and actuators—are becoming more mature and reliable. Meanwhile, production costs are falling, paving the way for scalable deployment. The commercialization process is expected to start in B2B sectors before entering B2C markets.

In the short term, humanoid robots will focus on business use cases such as:

  • Factory automation

  • Security patrols

  • Logistics and delivery

  • Customer service and guidance

These targeted applications allow manufacturers to fine-tune product performance and gather real-world data. As AI, perception systems, and control algorithms continue to improve, these robots will transition from single-purpose to multi-functional, entering consumer markets as:

  • Home care robots

  • Personal assistants

  • Educational service robots

Eventually, humanoid robots may support human missions in aerospace, deep-sea exploration, and polar regions, becoming essential tools in harsh or inaccessible environments.

Challenges Ahead: Technology, Costs, and Public Perception

Despite significant progress, the industry faces major hurdles:

  • Technical barriers: Advanced perception, dexterous movement, and real-time decision-making still need improvement.

  • High cost: Although prices are dropping, affordability remains a barrier to widespread adoption.

  • Market acceptance: Consumer awareness and trust must grow to support adoption in everyday life.

  • Social impact: Large-scale deployment may trigger employment shifts, ethical concerns, and policy debates.

Conclusion: A Turning Point for the Robotics Industry

The humanoid robot sector is at a critical inflection point. With nations competing in R&D, industrial investment, and market access, the race to commercialize humanoid robots is heating up. While challenges persist, the future holds vast potential.

As humanoid robots continue to "break the circle" of niche use and move into mainstream applications, they will shape the future of automation, AI integration, and human-machine collaboration—offering new opportunities for industries and society alike.



Quick Inquiry