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市場調查報告書
商品編碼
2125791

人形機器人的未來(第一版)

The Future of Humanoid Robots - 1st Edition

出版日期: | 出版商: Berg Insight | 英文 160 Pages | 商品交期: 最快1-2個工作天內

價格

本研究分析了全球人形機器人市場在B2C和B2B應用情境下的發展。預計到2040年,全球運作的人形機器人數量將從2025年底的2.1萬台成長至8,300萬台,複合年成長率(CAGR)為73.7%。點擊此處了解供應商、產品和市場的最新資訊。

本報告要點:

  • 透過對市場上眾多領導企業的訪談,我們獲得了許多見​​解。
  • 對主要硬體、軟體和人工智慧技術進行全面技術評估。
  • 對人形機器人價值鍊和主要應用領域進行全面概述。
  • 推動人形機器人廣泛應用的因素及其部署障礙。
  • 對市場趨勢和關鍵發展進行詳細分析
  • 30 家領先的人形機器人供應商的詳細介紹
  • 到2040年,市場對出貨量、安裝量和市場規模的預測

目錄

圖表一覽

摘要整理

第1章:人形機器人簡介

  • 介紹
  • 定義和分類
  • 人形機器人簡史
  • 應用案例 - B2C 和 B2B
    • 國內及面向消費者的應用(B2C)
    • 服務與零售業(B2B)的應用
    • 製造業應用(B2B)
  • 投資和公司交易
    • 投資和創業投資
    • 併購

第2章:人形機器人技術

  • 硬體
    • 機械結構與設計
    • 執行器和運動系統
    • 感測器和感知硬體
    • 電力系統和能源效率
    • 運動能力和運動能力
  • 軟體
    • 機器人作業系統(ROS 和 ROS 2)
    • 專有機器人系統
    • 人工智慧和機器學習
    • 感知與電腦視覺
    • 行動計劃與控制
    • 人機互動(HRI)
    • 無線連接技術和雲端整合
  • 系統結構
    • 感知、計劃、行動
    • 系統整合和控制架構

第3章 市場分析與預測

  • 當前和未來的用例
    • 家庭和個人應用
    • 適用於服務和零售業的應用
    • 製造用途
    • 應用程式複雜性和部署環境
  • 經營模式
  • 市場狀況和主要供應商
    • 區域市場狀況
    • 主要人形機器人公司
  • 市場預測
    • 安裝基數和出貨量
    • 人形機器人中的細胞連接
    • 市場價值
  • 市場促進因素與阻礙因素
    • 策略性資金籌措加速商業化進程。
    • 對靈活自動化的需求正在推動其應用。
    • 技術進步正在拓展機器人的能力。
    • 隨著生態系的成熟,實現工業規模化生產成為可能。
    • 技術限制阻礙了商業性應用。
    • 監管要求增加了商業化的複雜性。
    • 社會認可和信任是市場引入的關鍵因素。
    • 其他自動化技術對人形機器人的廣泛應用構成了挑戰。
  • 市場趨勢
    • 政府加強對人形機器人的支持力度
    • 人工智慧將拓展人形機器人的能力。
    • 全球勞動力市場的變化正在推動對人形機器人日益成長的需求。
    • 商業擴張勢頭正勁。
    • 從獨立機器人到連網智慧系統
    • 夥伴關係和生態系統發展將重塑競爭格局。
    • 電動車製造商大規模進軍人形機器人研發產業。

第4章:公司概況與策略

  • 1X Technologies
  • AeiROBOT
  • AgiBot
  • Agile Robots
  • Agility
  • Apptronik
  • Booster Robotics
  • Boston Dynamics
  • CASBOT
  • Clone Robotics
  • DEEP Robotics
  • EngineAI
  • Engineered Arts
  • Figure AI
  • Fourier Intelligence
  • Hexagon
  • Humanoid
  • Kepler Exploration Robotics
  • Leju Robotics
  • LimX Dynamics
  • Neura Robotics
  • Noetix Robotics
  • PAL Robotics
  • PUDU Robotics
  • ROBOTERA
  • Sanctuary AI
  • Tesla
  • UBTECH Robotics
  • Unitree Robotics
  • Xiaomi

This study investigates the worldwide market for humanoid robots in both B2C and B2B use cases. The active installed base of humanoid robots is forecasted to grow at a compound annual growth rate of 73.7 percent from 21,000 units at the end of 2025 to 83.0 million units by 2040. Get up to date with the latest information about vendors, products and markets.

Highlights from the report:

  • Insights from numerous interviews with market leading companies.
  • Technology assessment covering key hardware, software and AI technologies.
  • Comprehensive overview of the humanoid robot value chain and key application areas.
  • Adoption drivers and barriers shaping the uptake of humanoid robots.
  • In-depth analysis of market trends and key developments.
  • Detailed profiles of 30 key humanoid robot vendors.
  • Market forecasts on shipments, installed base and market value lasting until 2040.

Table of Contents

List of Figures

Executive Summary

1 Introduction to Humanoid Robotics

  • 1.1 Introduction
  • 1.2 Definitions and classifications
  • 1.3 Brief history of humanoid robotics
  • 1.4 Use cases – B2C & B2B
    • 1.4.1 Domestic and private applications (B2C)
    • 1.4.2 Service and retail applications (B2B)
    • 1.4.3 Manufacturing applications (B2B)
  • 1.5 Investments and company transactions
    • 1.5.1 Investments and venture capital
    • 1.5.2 Mergers and acquisitions

2 Humanoid Robot Technologies

  • 2.1 Hardware
    • 2.1.1 Mechanical structure and design
    • 2.1.2 Actuators and motion systems
    • 2.1.3 Sensors and perception hardware
    • 2.1.4 Power systems and energy efficiency
    • 2.1.5 Locomotion and mobility
  • 2.2 Software
    • 2.2.1 Robotic operating systems (ROS & ROS 2)
    • 2.2.2 Proprietary robotic systems
    • 2.2.3 Artificial intelligence and machine learning
    • 2.2.4 Perception and computer vision
    • 2.2.5 Motion planning and control
    • 2.2.6 Human-robot interaction (HRI)
    • 2.2.7 Wireless connectivity technologies and cloud integration
  • 2.3 System architecture
    • 2.3.1 Sensing, planning and acting
    • 2.3.2 System integration and control architecture

3 Market Analysis and Forecasts

  • 3.1 Current and future use cases
    • 3.1.1 Domestic and private applications
    • 3.1.2 Service and retail applications
    • 3.1.3 Manufacturing applications
    • 3.1.4 Application complexity and deployment environment
  • 3.2 Business models
  • 3.3 Market landscape and key vendors
    • 3.3.1 Regional market landscape
    • 3.3.2 Top humanoid robot companies
  • 3.4 Market forecasts
    • 3.4.1 Installed base and unit shipments
    • 3.4.2 Cellular connectivity in humanoid robots
    • 3.4.3 Market value
  • 3.5 Market drivers and barriers
    • 3.5.1 Strategic funding accelerates commercialisation
    • 3.5.2 Flexible automation demand drives adoption
    • 3.5.3 Technological advances expand robot capabilities
    • 3.5.4 Ecosystem maturity enables industrial scalability
    • 3.5.5 Technical limitations constrain commercial adoption
    • 3.5.6 Regulatory requirements increase commercialisation complexity
    • 3.5.7 Social acceptance and trust shape market adoption
    • 3.5.8 Alternative automation technologies challenge humanoid robot adoption
  • 3.6 Market trends
    • 3.6.1 Increasing government support for humanoid robotics
    • 3.6.2 AI expands the capabilities of humanoid robots
    • 3.6.3 Global workforce shifts are increasing the demand for humanoid robots
    • 3.6.4 Commercial deployment is gaining momentum
    • 3.6.5 From standalone robots to connected intelligent systems
    • 3.6.6 Partnerships and ecosystem development reshape the competitive landscape .
    • 3.6.7 EV makers move into humanoid robotics at industrial scale

4 Company Profiles and Strategies

  • 4.1 1X Technologies
  • 4.2 AeiROBOT
  • 4.3 AgiBot
  • 4.4 Agile Robots
  • 4.5 Agility
  • 4.6 Apptronik
  • 4.7 Booster Robotics
  • 4.8 Boston Dynamics
  • 4.9 CASBOT
  • 4.10 Clone Robotics
  • 4.11 DEEP Robotics
  • 4.12 EngineAI
  • 4.13 Engineered Arts
  • 4.14 Figure AI
  • 4.15 Fourier Intelligence
  • 4.16 Hexagon
  • 4.17 Humanoid
  • 4.18 Kepler Exploration Robotics
  • 4.19 Leju Robotics
  • 4.20 LimX Dynamics
  • 4.21 Neura Robotics
  • 4.22 Noetix Robotics
  • 4.23 PAL Robotics
  • 4.24 PUDU Robotics
  • 4.25 ROBOTERA
  • 4.26 Sanctuary AI
  • 4.27 Tesla
  • 4.28 UBTECH Robotics
  • 4.29 Unitree Robotics
  • 4.30 Xiaomi

List of Figures

  • Figure 1.1: The three primary use cases of humanoid robots
  • Figure 1.2: Humanoid robot related funding (Q1-2025–Q3-2026)
  • Figure 1.3: Humanoid robotics-related M&As (World Q1-2025–Q3 2026)
  • Figure 2.1: An overview of the hardware components of a typical humanoid robot
  • Figure 3.1: Positioning of humanoid robot applications by complexity and environment
  • Figure 3.2: Top ten humanoid robot vendors by shipment volume (World 2025)
  • Figure 3.3: Global humanoid robot shipment market share by vendor (World 2025)
  • Figure 3.4: Humanoid robot shipment shares by company headquarters (World 2025)
  • Figure 3.5: Humanoid robotics companies (World)
  • Figure 3.6: Top-6 humanoid robot vendors by planned shipment volume (World 2026)
  • Figure 3.7: Humanoid robot shipments and installed base (World 2025–2040)
  • Figure 3.8: Cellular module shipments and active subscriptions (World 2025–2040)
  • Figure 3.9: Humanoid robot market value (World 2025–2040)
  • Figure 4.1: NEO capabilities
  • Figure 4.2: NEO
  • Figure 4.3: ALICE capabilities
  • Figure 4.4: ALICE 4
  • Figure 4.5: Agibot A2 and X2 capabilities
  • Figure 4.6: A2 Ultra and AgiBot X1
  • Figure 4.7: Agile ONE capabilities
  • Figure 4.8: Agile ONE
  • Figure 4.9: Digit v4 capabilities
  • Figure 4.10: Digit v4
  • Figure 4.11: Apollo capabilities
  • Figure 4.12: Apollo 3
  • Figure 4.13: Booster T1 and T2 capabilities
  • Figure 4.14: Booster T1 and T2
  • Figure 4.15: Atlas capabilities
  • Figure 4.16: Atlas
  • Figure 4.17: CASBOT 02 capabilities
  • Figure 4.18: CASBOT 02
  • Figure 4.19: Clone Alpha capabilities
  • Figure 4.20: Clone Alpha
  • Figure 4.21: DR01 and DR02 capabilities
  • Figure 4.22: DR01
  • Figure 4.23: SE01, PM01 and T800 capabilities
  • Figure 4.24: PM01 and T800
  • Figure 4.25: Ameca capabilities
  • Figure 4.26: Ameca and Mesmer
  • Figure 4.27: Figure capabilities
  • Figure 4.28: Figure 02
  • Figure 4.29: GRx capabilities
  • Figure 4.30: GR-3 and N1
  • Figure 4.31: AEON capabilities
  • Figure 4.32: AEON
  • Figure 4.33: HMND 01 ALPHA BIPEDAL capabilities
  • Figure 4.34: HMND 01 ALPHA BIPEDAL
  • Figure 4.35: Forerunner capabilities
  • Figure 4.36: Forerunner K1 and K2
  • Figure 4.37: KUAVO 4PRO capabilities
  • Figure 4.38: KUAVO 4PRO, KUAVO 5 and ROBAN 2
  • Figure 4.39: Oli and Luna capabilities
  • Figure 4.40: Oli and Luna
  • Figure 4.41: 4NE1 Gen 3.5 and 4NE1 Mini capabilities
  • Figure 4.42: 4NE1 Gen 3.5
  • Figure 4.43: N2 and E1 capabilities
  • Figure 4.44: N2 and E1
  • Figure 4.45: REEM-C, TALOS and Kangaroo capabilities
  • Figure 4.46: REEM-C, TALOS and Kangaroo
  • Figure 4.47: PUDU D9 capabilities
  • Figure 4.48: PUDU D9
  • Figure 4.49: ROBOTERA L7 capabilities
  • Figure 4.50: ROBOTERA L7
  • Figure 4.51: Phoenix gen.6 capabilities
  • Figure 4.52: Phoenix gen.7
  • Figure 4.53: Optimus capabilities
  • Figure 4.54: Optimus Gen 3
  • Figure 4.55: Walker S2 and Walker C1 capabilities
  • Figure 4.56: Walker S2 and C1
  • Figure 4.57: H1, H2, G1 and R1 capabilities
  • Figure 4.58: G1 and R1
  • Figure 4.59: CyberOne capabilities
  • Figure 4.60: CyberOne