Goldman Sachs Increases Humanoid Robot Shipment Forecast to 6.5 Million by 2035

Published
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 RobotToday Industry Briefing RobotToday Industry Briefing graphic: a blueprint-style humanoid robot outline with annotations for perception, actuation and mobility, next to the Industry Briefing wordmark. PERCEPTION ACTUATION MOBILITY ROBOTTODAY Industry Briefing Editor-curated robotics news from around the world HUMANOIDS/ INDUSTRIAL / DRONES / AI & RESEARCH RobotToday robottoday.com/industry-briefing
RobotToday Industry Briefing

Goldman Sachs has revised its forecast for global humanoid robot shipments in 2035 from 1.4 million to 6.5 million units, representing a 4.6-fold increase. This adjustment corresponds to a market size of approximately $138 billion, which is a 3.6-fold increase from previous estimates. The report also predicts a significant drop in the average price of humanoid robots, from $41,800 in 2025 to $21,300 in 2035, indicating a nearly 49% decrease over ten years.

The implications of these forecasts are substantial, as lower prices are expected to drive higher demand and increased market penetration for humanoid robots. The price reductions are already evident across various categories, including consumer and industrial robots, with some models experiencing price drops of up to 30%. For instance, the price of the Yuzhu R1 has decreased from 39,900 yuan to 29,900 yuan, while the Yuzhu G1 has seen reductions from 99,000 yuan to 85,000 yuan in certain channels.

Looking ahead, the industry is witnessing a wave of low-priced humanoid robot launches, which are primarily designed for basic functions such as companionship and entertainment. However, analysts caution that while price reductions are necessary for scaling, they are not sufficient on their own. The true measure of success will depend on the ability of companies to achieve stable repeat orders and production scalability, as current shipments are still largely experimental in nature.

Original report

Goldman Sachs Raises Humanoid Robot Shipment Forecast to 6.5 Million Units

leaderobot.com · Leaderobot
Read at leaderobot.com

More related news

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10
  11. 11
  12. 12

Related Suppliers

Tangible Robots

San Francisco startup building Eggie, a wheeled humanoid with humanlike hands for household dexterity tasks, backed by Blume Ventures and Micelio.

Techsoft Robots 深圳市泰科智能机器人有限公司

Shenzhen manufacturer of humanoid and collaborative robot joint modules, servo drives, and dual-arm cobots for OEM and end-user customers.

3Srobotics 上海昇视唯盛科技有限公司

3Srobotics (3SVIZ) is a Shanghai AI welding-robot maker backed by HD Hyundai Robotics, serving shipbuilders, steelmakers and rail manufacturers.

Vulcan Engineering Co.

Helena, Alabama foundry automation engineer founded 1970; builds robotic casting finishing, mold handling and lost foam systems in a 300,000 sq ft plant.

Solinftec

Brazilian agtech firm behind the ALICE AI farm-operations platform and the solar-powered Solix robot for plant-level scouting and targeted spraying.

6 River Systems

US warehouse AMR maker and Ocado subsidiary; Chuck robots deployed in 100+ facilities, boosting picker productivity for DHL, GXO, and others.

Advanced Navigation

Australian manufacturer of GNSS-denied inertial navigation systems and robotics for defense, mining, marine, and aerospace; raised US$110M Series C in 2026.

Kudan Inc.

TSE Growth-listed SLAM software developer leading localization and multi-robot navigation for the NEDO-funded Takenaka construction robot platform.

RobotToday Initiative

Robotics needs a service framework.

RSF defines a common language for robot service capability, lifecycle operations, certification pathways, and service-provider networks.

inJoin the RobotToday community on LinkedIn

Daily robotics news, in-depth analysis, conference highlights, and discussions with professionals worldwide.