Goldman Sachs: The global humanoid robot market will grow from approximately 20k units in 2025 to 1.4 million units by 2035.

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Mars Finance News, Goldman Sachs stated that another path for AI to enter the real world is through robots, autonomous driving equipment, drones, and smart industrial equipment.
Goldman Sachs refers to this as 'Physical AI', whose difficulties are far greater than text generation models, because machines must not only understand language and images but also handle gravity, friction, materials, temperature, motion trajectories, and safety constraints.
Humanoid robots are the most closely watched direction in the market.
Goldman Sachs forecasts that the global humanoid robot market will grow from approximately 20k units in 2025 to 1.4 million units in 2035.
The demand base lies in labor shortages: the U.S. manufacturing industry has about 13 million workers, and there are over 1 million vacancies in material handling positions.
Goldman Sachs expects that widespread commercial deployment of humanoid robots may not occur until 2027 to 2029. (Cailianshe)
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