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Goldman Sachs: Global Humanoid Robot Market to Grow from 20,000 Units in 2025 to 1.4 Million by 2035

AirdropBlackHole
On July 6, Goldman Sachs stated that another pathway for AI entering the real world is through robots, autonomous devices, drones, and smart industrial equipment. Goldman Sachs refers to this as 'physical AI,' which presents challenges far greater than those of text generation models, as 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 segment of the market. Goldman Sachs predicts that the global humanoid robot market will grow from approximately 20,000 units in 2025 to 1.4 million by 2035. The demand is driven by labor shortages: the U.S. manufacturing sector has about 13 million workers, with a gap of over 1 million positions in material handling. Goldman Sachs expects widespread commercial deployment of humanoid robots to occur between 2027 and 2029.
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