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類人型機器人的全球市場(2026年～2036年)
市場調查報告書
商品編碼
1854889

類人型機器人的全球市場(2026年～2036年)

The Global Humanoid Robots Market 2026-2036
出版日期: | 出版商: Future Markets, Inc. | 英文 481 Pages, 142 Tables, 50 Figures | 訂單完成後即時交付

價格

2025年，人形機器人市場將迎來前所未有的發展勢頭，其成長遠超預期。投資、生產規模擴大和商業部署正在融合，標誌著該產業正從研究原型轉向商業化現實。中國機器人產業的融資活動十分活躍，2025年1月至9月期間共達成610筆投資交易，總額達500億元人民幣（70億美元），較去年同期成長250%。光是第三季就有243筆交易，較上年同期成長102%。值得關注的交易包括：總部位於北京的諾泰克斯機器人完成3億元人民幣（4,200萬美元）的B輪融資，以及產業領導者優必選（UBTECH）獲得高達10億美元的策略性融資，融資方式包括配售、可轉換債券和現金提取權。這筆資金流入反映出投資人對商業化進程加速的信心日益增強，其速度超乎預期。

所有主要地區的產能都在大幅擴張。特斯拉的目標是在2025年生產5,000台Optimus機器人，並計畫在2026年將產量擴大到10萬台。中國製造商比亞迪的目標是在2025年生產1,500台人形機器人，並計劃在2026年將產量擴大到2萬台。總部位於上海的Agibot也設定了類似的目標，也就是2025年生產5,000台。 Agility Robotics已建成一座專用工廠，年產能可達1萬台Digit機器人。這些生產承諾標誌著從試點規模生產到工業規模營運的根本性轉變。

或許最重要的是，成本障礙的消除速度超乎預期。2025年7月，中國製造商優創科技(Unitree)推出人形機器人R1，售價僅5,900美元，震驚市場。此前，該公司已推出售價16,000美元的G1和售價9,0000美元的H1，顯示其產品線涵蓋多個市場層級。高盛報告稱，優創科技的製造成本年減了40%，目前的成本根據配置不同，在30,000美元至15,0000美元之間。

試點計畫正逐步進入商業營運階段。 Figure AI繼續在寶馬位於斯帕坦堡的工廠測試汽車組裝。 Agility Robotics的Digit機器人已在亞馬遜和GXO物流中心投入使用。優必選科技(UBTECH)與包括比亞迪、吉利、一汽-大眾、北汽和富士康在內的多家主要汽車製造商建立了合作關係。尤其值得一提的是，兩台優創科技人形機器人已透過京東售出，標誌著該細分市場首次向消費者銷售。 10億美元的融資、10萬台的生產目標、低於1萬美元的定價以及不斷擴大的商業部署，這些因素共同表明人形機器人市場已達到一個關鍵的轉折點，其主流應用預計將在2026-2028年期間加速普及，而非最初預測的2030年代。

本報告分析了全球人形機器人市場，並提供了詳細的市場預測、競爭分析、技術評估和區域市場動態（包括保守和樂觀情境）。

目錄

第1章 摘要整理

  • 商業可行性
  • 區域生態系動態
  • 目前應用程式及部署時間表
  • 投資動能及市場預測
  • 市場驅動因素及挑戰
  • 對領導地位的策略影響
  • 技術成熟度及未來展望

第2章 簡介

  • 類人型機器人:定義與特徵
  • 簡歷與演進
  • 類人型機器人的現狀(2025年)
  • 類人型機器人的重要性
  • 市場與用途(TRL)
  • 3個趨勢架構
  • 商業開發的模式和階段
  • 投資與資金籌措
  • 成本
  • 推動市場要素
  • 課題
  • 全球法規
  • 日本市場
  • 美國的市場
  • 中國市場

第3章 技術和零組件的分析

  • 人形機器人設計進展
  • 關鍵元件
  • 智慧控制系統與最佳化
  • 先進機器人與自動化
  • 製造
  • 腦機接口
  • 機器人與智慧醫療
  • 微納機器人
  • 醫療與復健機器人
  • 機電一體化與機器人
  • 影像處理、機器人與智慧視覺
  • 人工智慧與機器學習
  • 感測器與辨識技術
  • 電源與能源管理
  • 執行器
  • 電機
  • 減速齒輪
  • 螺桿
  • 軸承
  • 機械式手臂執行器
  • 人形機器人片上系統
  • 雲端機器人與機器人物聯網 (IoRT)
  • 人機互動 (HRI) 與社交機器人
  • 仿生與生物啟發式設計
  • 人形機器人材料
  • 皮膚組織完整性

第4章 最終用途市場

  • 市場供應鏈
  • 商業化程度
  • 醫療保健和援助
  • 教育與研究
  • 客戶服務和飯店
  • 娛樂和休閒
  • 製造業和工業
  • 軍事與國防
  • 個人用途與家庭環境

第5章 與全球市場規模(數量收益)(2024年～2036年)

  • 市場驅動因素與勞動力動態
  • 總計出貨量預測：三波採用模型
  • 更新周期動態
  • 成長軌跡分析
  • 地理分佈預測
  • 市場集中度演變
  • 與先前預測的比較
  • 風險與敏感度分析
  • 總收入
  • 平均售價軌跡及驅動因素
  • 地理收入分佈
  • 更新周期收入動態
  • 市場結構與集中度
  • 電池容量（GWh）預測
  • 硬體組件

第6章 企業簡介(企業95公司的簡介)

第7章 學術界所開發的類人型機器人

第8章 調查手法

第9章 參考文獻

The humanoid robotics market is experiencing unprecedented momentum in 2025, with activity accelerating far beyond initial projections. Investment, production scaling, and commercial deployments are converging to signal that the industry has moved decisively from research prototypes to commercial reality. China's robotics sector has seen remarkable financing activity, with 610 investment deals totaling 50 billion yuan ($7 billion) in the first nine months of 2025-representing a 250% increase year-over-year. The third quarter alone witnessed 243 deals, up 102% from the prior year. Major transactions include Beijing-based Noetix Robotics completing 300 million yuan ($42 million) in Pre-B financing, while industry leader UBTECH secured a massive $1 billion strategic financing facility encompassing placements, convertible bonds, and cash-draw rights. This capital influx reflects growing investor confidence that commercialization timelines are accelerating faster than anticipated.

Production capacity is expanding dramatically across all major regions. Tesla is targeting 5,000 Optimus units in 2025 with plans to scale to 100,000 by 2026. Chinese manufacturer BYD aims for 1,500 humanoids in 2025, ramping to 20,000 by 2026. Shanghai-based Agibot similarly targets 5,000 units in 2025. Agility Robotics has constructed a dedicated factory capable of producing 10,000 Digit robots annually. These production commitments represent a fundamental shift from pilot-scale manufacturing to industrial-scale operations.

Perhaps most significantly, cost barriers are collapsing faster than projected. Chinese manufacturer Unitree shocked the market in July 2025 by launching its R1 humanoid at just $5,900-a price point previously thought impossible for years. This follows the company's G1 model at $16,000 and H1 at $90,000, demonstrating multiple market tiers. Goldman Sachs reported that manufacturing costs declined 40% year-over-year versus earlier projections of 15-20% annually, with current costs ranging from $30,000-$150,000 depending on configuration.

Pilot programs are transitioning to commercial operations. Figure AI continues testing at BMW's Spartanburg plant for automotive assembly. Agility Robotics' Digit operates in Amazon and GXO logistics facilities. UBTECH has secured partnerships with major automotive manufacturers including BYD, Geely, FAW-Volkswagen, BAIC, and Foxconn. Most notably, two Unitree humanoids were sold to consumers via JD.com, marking the first documented consumer sales in the sector. The convergence of billion-dollar financing, 100,000-unit production targets, sub-$10,000 pricing, and expanding commercial deployments suggests the humanoid robotics market has reached a critical inflection point, with mainstream adoption accelerating toward the 2026-2028 timeframe rather than the 2030s as originally forecast.

"The Global Humanoid Robots Market 2026-2036" represents the most comprehensive analysis of the rapidly evolving humanoid robotics industry, delivering strategic insights into a transformative technology sector poised to revolutionize manufacturing, healthcare, logistics, and consumer applications worldwide. This 400+ page market intelligence report provides detailed forecasts, competitive analysis, technology assessments, and regional market dynamics across conservative and optimistic scenarios.

This authoritative market research encompasses critical analysis of bipedal and wheeled humanoid robot technologies, examining deployment across six major end-use markets including healthcare and assistance, education and research, customer service and hospitality, entertainment and leisure, manufacturing and industry, and personal use and domestic applications. The report delivers granular market segmentation by geography (North America, Europe, Asia-Pacific, and Rest of World), comprehensive component cost analysis, technology readiness levels (TRL), and detailed profiles of 60+ leading humanoid robot platforms from established manufacturers and innovative startups driving the industry forward. Investment professionals, technology strategists, manufacturing executives, and R&D leaders will find unparalleled value in the report's dual-scenario forecasting methodology, extensive supply chain analysis, and detailed examination of artificial intelligence integration, sensor technologies, actuator systems, and advanced materials transforming humanoid robot capabilities. The research provides actionable intelligence on commercial viability timelines, ROI analysis, cost evolution projections, regulatory landscapes across major markets (Japan, United States, China), and strategic recommendations for stakeholders seeking to capitalize on the humanoid robotics revolution reshaping global labor markets and industrial automation.

Report contents include:

  • Commercial viability and technology readiness assessment
  • Regional ecosystem dynamics (China, North America, Europe)
  • Current applications and deployment timelines
  • Investment momentum and market forecasts
  • Market drivers and challenges
  • Strategic implications for industry leadership
  • Humanoid robot definitions and characteristics
  • Historical overview and evolution
  • Current state of humanoid robots in 2025
  • Market importance and applications by Technology Readiness Level (TRL)
  • Models and stage of commercial development
  • Investments and funding landscape
  • Comprehensive cost analysis including current pricing, target pricing (2026-2030), cost breakdown by humanoid type, component cost analysis (actuators, structural components, power systems, computing, sensors, end effectors, software/AI, integration), cost evolution projections to 2036, cost per labor hour analysis, ROI timeline analysis, production volume impact on costs, regional cost variations, barriers to cost reduction, and cost competitiveness analysis
  • Market drivers (AI advancements, labor force shortages and substitution, personal assistance needs, hazardous environment exploration)
  • Commercial and technical challenges
  • Global regulations
  • Key market analysis for Japan, United States, and China
  • Technology and Component Analysis
    • Advancements in humanoid robot design
    • Critical components overview
    • Intelligent control systems and optimization
    • Advanced robotics and automation
    • Manufacturing processes (design, prototyping, component manufacturing, assembly, software integration, quality assurance, challenges in actuators, reducers, thermal management, batteries, cooling, sensors)
    • Brain computer interfaces
    • Robotics and intelligent health applications
    • Micro-nano robots
    • Medical and rehabilitation robots
    • Mechatronics and robotics
    • Image processing, robotics and intelligent vision
    • Artificial intelligence and machine learning (AI hardware/software, functions, simulation, motion planning, foundation models, synthetic data generation, multi-contact planning, end-to-end AI, multi-modal algorithms)
    • Sensors and perception technologies (vision systems, hybrid LiDAR-camera approaches, cameras and LiDAR variants, tactile and force sensors, auditory sensors, IMUs, proximity and range sensors, environmental sensors, GPS and localization)
    • Actuators and drive systems (electric motors, hydraulic systems, pneumatic systems, hybrid systems, quasi-direct drive systems, series elastic actuators)
    • Power and energy systems (battery technologies, battery management, charging infrastructure, energy harvesting, thermal management)
    • Computing and control platforms
    • Materials and manufacturing (metals, composites, polymers, elastomers, smart materials, textiles, ceramics, biomaterials, nanomaterials, coatings)
  • Market Applications by End-Use Sector
    • Healthcare and assistance (market drivers, applications, TRL assessment)
    • Education and research (market drivers, applications, TRL assessment)
    • Customer service and hospitality (market drivers, applications, TRL assessment)
    • Entertainment and leisure (market drivers, applications, TRL assessment)
    • Manufacturing and industry (market drivers, applications, automotive sector analysis, logistics and warehousing applications, implementation timelines)
    • Military and defense (market drivers, applications, TRL assessment)
    • Personal use and domestic settings (market drivers, applications, TRL assessment)
  • Market Forecasts (2024-2036)
    • Global humanoid robot shipments in units (conservative and optimistic estimates)
    • Shipments by robot type: bipedal vs. wheeled (conservative and optimistic estimates)
    • Shipments by region: North America, Europe, Asia-Pacific, Rest of World (conservative and optimistic estimates)
    • Global revenues in USD (conservative and optimistic estimates)
    • Revenues by end-use market (healthcare, education, customer service, entertainment, manufacturing, personal use)
    • Automotive industry revenues and forecasts with deployment distribution
    • Logistics and warehousing market forecasts
    • Battery capacity forecasts for humanoid robots by industry segment
    • Humanoid robot hardware component volume and market size forecasts
    • Component market share and average costs per robot
  • Company Profiles: Detailed profiles of leading humanoid robot manufacturers and technology developers, including product specifications, development status, target applications, funding information, partnerships, and market strategies. Companies Profiled include: 1X Technologies, AeiRobot, Aeolus Robotics, Agibot, Agility Robotics, AmbiRobotics, Andromeda, Apptronik, Axibo, Baidu, Beyond Imagination, Boardwalk Robotics, Booster Robotics, Boston Dynamics, BridgeDP Robotics, BXI Robotics, Clone Robotics, Dataa Robotics, Deep Robotics, Devanthro, Diligent Robotics, Dreame Technology, Electron Robots, Elephant Robotics, Embodied Inc., Enchanted Tools, Engineered Arts, EX Robots, FDROBOT, Figure AI, Foundation, Fourier Intelligence, Furhat Robotics, Galbot, Generation Robots, Hanson Robotics, Holiday Robotics, Honda, Humanoid, Kawada Robotics, Kawasaki Heavy Industries, Keenon Robotics, Kepler, K-Scale Labs, Leju Robotics, LimX Dynamics, Macco Robotics, MagicLab, Mentee Robotics, Mimic, Neura Robotics GmbH, Noetix, NVIDIA, Oversonic, PAL Robotics, PaXini Technology, Perceptyne, Persona AI, Proception, Pudu Robotics, Rainbow Robotics and more.....

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

  • 1.1. Commercial Viability
  • 1.2. Regional Ecosystem Dynamics
    • 1.2.1. China: Speed, Scale, and State Direction
      • 1.2.1.1. Company Concentration
      • 1.2.1.2. Supply Chain Completeness - The Decisive Advantage
      • 1.2.1.3. Computing Platforms
      • 1.2.1.4. Government Policy
      • 1.2.1.5. Market Scale Advantage
      • 1.2.1.6. Strategic Outlook
      • 1.2.1.7. Computing Platform Competition - Nvidia vs Chinese Alternatives
    • 1.2.2. North America: Vertical Integration and Proprietary Stacks
    • 1.2.3. Europe: The Trusted Humanoid Corridor
  • 1.3. Current Applications and Deployment Timeline
  • 1.4. Investment Momentum and Market Forecats
    • 1.4.1. Phase 1: Dexterous Hands - The Current Imperative (2025-2027)
    • 1.4.2. Phase 2: Cost Reduction - The Volume Enabler (2026-2030)
    • 1.4.3. Phase 3: Safety & Regulatory - The Medical Gateway (2028-2035)
  • 1.5. Market Drivers and Challenges
  • 1.6. Strategic Implications for Leadership
  • 1.7. Technology Readiness and Future Outlook

2. INTRODUCTION

  • 2.1. Humanoid Robots: Definition and Characteristics
  • 2.2. Historical Overview and Evolution
  • 2.3. Current State of Humanoid Robots in 2025
  • 2.4. The Importance of Humanoid Robots
  • 2.5. Markets and Applications (TRL)
  • 2.6. Three-Wave Framework
    • 2.6.1. Wave 1: Industrial Applications (NOW - 2025-2030)
    • 2.6.2. Wave 2: Consumer/Developer Applications (NEXT - 2027-2033)
    • 2.6.3. Wave 3: Medical/Elder Care Applications (LATER - 2030-2036+)
    • 2.6.4. Strategic Implications for Manufacturers
  • 2.7. Models and Stage of Commercial Development
  • 2.8. Investments and Funding
    • 2.8.1. The Funding-Execution Paradox
      • 2.8.1.1. Capital Efficiency Analysis
  • 2.9. Costs
    • 2.9.1. Current market pricing (2025)
    • 2.9.2. Target pricing (2026-2030)
    • 2.9.3. Cost breakdown by Humanoid Type (Updated 2025)
    • 2.9.4. Component cost analysis
      • 2.9.4.1. Actuators and Motors
      • 2.9.4.2. Structural Components
      • 2.9.4.3. Power Systems
      • 2.9.4.4. Computing and Control Systems
      • 2.9.4.5. Sensors and Perception
      • 2.9.4.6. End Effectors/Hands
      • 2.9.4.7. Software and AI
      • 2.9.4.8. Integration and Assembly
    • 2.9.5. Cost evolution projections to 2036
    • 2.9.6. Cost per labour hour analysis
    • 2.9.7. ROI Timeline Analysis
    • 2.9.8. Production volume impact on costs (2025-2036)
      • 2.9.8.1. Regional cost variations (2025-2036)
    • 2.9.9. Barriers to cost reduction
    • 2.9.10. Cost competitiveness analysis (2025-2036)
  • 2.10. Market Drivers
    • 2.10.1. Advancements in Artificial Intelligence (AI) and Machine Learning (ML)
    • 2.10.2. Labour force shortages
    • 2.10.3. Labour force substitution
    • 2.10.4. Need for Personal Assistance and Companionship
    • 2.10.5. Exploration of Hazardous and Extreme Environments
  • 2.11. Challenges
    • 2.11.1. Commercial Challenges
    • 2.11.2. Technical Challenges
  • 2.12. Global regulations
  • 2.13. Market in Japan
  • 2.14. Market in United States
  • 2.15. Market in China

3. TECHNOLOGY AND COMPONENT ANALYSIS

  • 3.1. Advancements in Humanoid Robot Design
  • 3.2. Critical Components
  • 3.3. Intelligent Control Systems and Optimization
  • 3.4. Advanced Robotics and Automation
  • 3.5. Manufacturing
    • 3.5.1. Design and Prototyping
    • 3.5.2. Component Manufacturing
    • 3.5.3. Assembly and Integration
    • 3.5.4. Software Integration and Testing
    • 3.5.5. Quality Assurance and Performance Validation
    • 3.5.6. Challenges
      • 3.5.6.1. Actuators
      • 3.5.6.2. Reducers
      • 3.5.6.3. Thermal management
      • 3.5.6.4. Batteries
      • 3.5.6.5. Cooling
      • 3.5.6.6. Sensors
  • 3.6. Brain Computer Interfaces
  • 3.7. Robotics and Intelligent Health
    • 3.7.1. Robotic Surgery and Minimally Invasive Procedures
    • 3.7.2. Rehabilitation and Assistive Robotics
    • 3.7.3. Caregiving and Assistive Robots
    • 3.7.4. Intelligent Health Monitoring and Diagnostics
    • 3.7.5. Telemedicine and Remote Health Management
    • 3.7.6. Robotics in Mental Health
  • 3.8. Micro-nano Robots
  • 3.9. Medical and Rehabilitation Robots
  • 3.10. Mechatronics and Robotics
  • 3.11. Image Processing, Robotics and Intelligent Vision
    • 3.11.1. Neural Processing Revolution
    • 3.11.2. Spatial Understanding and Navigation
    • 3.11.3. Human-Centered Vision Systems
    • 3.11.4. Learning and Adaptation
  • 3.12. Artificial Intelligence and Machine Learning
    • 3.12.1. Overview
    • 3.12.2. AI Hardware and Software
      • 3.12.2.1. Functions
      • 3.12.2.2. Simulation
      • 3.12.2.3. Motion Planning and Control
      • 3.12.2.4. Foundation Models
      • 3.12.2.5. Synthetic Data Generation
      • 3.12.2.6. Multi-contact planning and control
    • 3.12.3. End-to-end AI
    • 3.12.4. Multi-modal AI algorithms
  • 3.13. Sensors and Perception Technologies
    • 3.13.1. Vision Systems
      • 3.13.1.1. Commerical examples
    • 3.13.2. Hybrid LiDAR-camera approaches
    • 3.13.3. Cameras and LiDAR
      • 3.13.3.1. Cameras (RGB, depth, thermal, event-based)
      • 3.13.3.2. Stereo vision and 3D perception
      • 3.13.3.3. Optical character recognition (OCR)
      • 3.13.3.4. Facial recognition and tracking
      • 3.13.3.5. Gesture recognition
      • 3.13.3.6. mmWave Radar
    • 3.13.4. Tactile and Force Sensors
      • 3.13.4.1. Value proposition of advanced tactile systems
      • 3.13.4.2. Commercial examples
      • 3.13.4.3. Flexible tactile sensors
      • 3.13.4.4. Tactile sensing for humanoid extremities
      • 3.13.4.5. Tactile sensors (piezoresistive, capacitive, piezoelectric)
      • 3.13.4.6. Force/torque sensors (strain gauges, load cells)
      • 3.13.4.7. Haptic feedback sensors
      • 3.13.4.8. Skin-like sensor arrays
    • 3.13.5. Auditory Sensors
      • 3.13.5.1. Microphones (array, directional, binaural)
      • 3.13.5.2. Sound Localization and Source Separation
      • 3.13.5.3. Speech Recognition and Synthesis
      • 3.13.5.4. Acoustic Event Detection
    • 3.13.6. Inertial Measurement Units (IMUs)
      • 3.13.6.1. Accelerometers
      • 3.13.6.2. Gyroscopes
      • 3.13.6.3. Magnetometers
      • 3.13.6.4. Attitude and Heading Reference Systems (AHRS)
    • 3.13.7. Proximity and Range Sensors
      • 3.13.7.1. Ultrasonic sensors
      • 3.13.7.2. Laser range finders (LiDAR)
      • 3.13.7.3. Radar sensors
      • 3.13.7.4. Time-of-Flight (ToF) sensors
    • 3.13.8. Environmental Sensors
      • 3.13.8.1. Temperature sensors
      • 3.13.8.2. Humidity sensors
      • 3.13.8.3. Gas and chemical sensors
      • 3.13.8.4. Pressure sensors
    • 3.13.9. Biometric Sensors
      • 3.13.9.1. Heart rate sensors
      • 3.13.9.2. Respiration sensors
      • 3.13.9.3. Electromyography (EMG) sensors
      • 3.13.9.4. Electroencephalography (EEG) sensors
    • 3.13.10. Sensor Fusion
      • 3.13.10.1. Kalman Filters
      • 3.13.10.2. Particle Filters
      • 3.13.10.3. Simultaneous Localization and Mapping (SLAM)
      • 3.13.10.4. Object Detection and Recognition
      • 3.13.10.5. Semantic Segmentation
      • 3.13.10.6. Scene Understanding
  • 3.14. Power and Energy Management
    • 3.14.1. Battery Technologies
    • 3.14.2. Challenges
    • 3.14.3. Energy Harvesting and Regenerative Systems
      • 3.14.3.1. Energy Harvesting Techniques
      • 3.14.3.2. Regenerative Braking Systems
      • 3.14.3.3. Hybrid Power Systems
    • 3.14.4. Power Distribution and Transmission
      • 3.14.4.1. Efficient Power Distribution Architectures
      • 3.14.4.2. Advanced Power Electronics and Motor Drive Systems
      • 3.14.4.3. Distributed Power Systems and Intelligent Load Management
    • 3.14.5. Thermal Management
      • 3.14.5.1. Cooling Systems
      • 3.14.5.2. Thermal Modeling and Simulation Techniques
      • 3.14.5.3. Advanced Materials and Coatings
    • 3.14.6. Energy-Efficient Computing and Communication
      • 3.14.6.1. Low-Power Computing Architectures
      • 3.14.6.2. Energy-Efficient Communication Protocols and Wireless Technologies
      • 3.14.6.3. Intelligent Power Management Strategies
    • 3.14.7. Wireless Power Transfer and Charging
    • 3.14.8. Energy Optimization and Machine Learning
  • 3.15. Actuators
    • 3.15.1. Humanoid robot actuation systems
    • 3.15.2. Actuators in humanoid joint systems
    • 3.15.3. Energy transduction mechanism
  • 3.16. Motors
    • 3.16.1. Overview
    • 3.16.2. Frameless motors
    • 3.16.3. Brushed/Brushless Motors
    • 3.16.4. Coreless motors
  • 3.17. Reducers
    • 3.17.1. Harmonic reducers
    • 3.17.2. RV (Rotary Vector) reducers
    • 3.17.3. Planetary gear systems
  • 3.18. Screws
    • 3.18.1. Screw-based transmission systems
    • 3.18.2. Ball screw assemblies
    • 3.18.3. Planetary Roller Screws
  • 3.19. Bearings
    • 3.19.1. Overview
  • 3.20. Arm Effectors
    • 3.20.1. Overview
    • 3.20.2. Hot-swappable end effector systems
    • 3.20.3. Challenges
  • 3.21. SoCs for Humanoid Robotics
  • 3.22. Cloud Robotics and Internet of Robotic Things (IoRT)
  • 3.23. Human-Robot Interaction (HRI) and Social Robotics
  • 3.24. Biomimetic and Bioinspired Design
  • 3.25. Materials for Humanoid Robots
    • 3.25.1. New materials development
    • 3.25.2. Metals
      • 3.25.2.1. Magnesium Alloy
    • 3.25.3. Shape Memory Alloys
    • 3.25.4. Plastics and Polymers
    • 3.25.5. Composites
    • 3.25.6. Elastomers
    • 3.25.7. Smart Materials
    • 3.25.8. Textiles
    • 3.25.9. Ceramics
    • 3.25.10. Biomaterials
    • 3.25.11. Nanomaterials
    • 3.25.12. Coatings
      • 3.25.12.1. Self-healing coatings
      • 3.25.12.2. Conductive coatings
  • 3.26. Binding Skin Tissue

4. END USE MARKETS

  • 4.1. Market supply chain
  • 4.2. Level of commercialization
  • 4.3. Healthcare and Assistance
  • 4.4. Education and Research
  • 4.5. Customer Service and Hospitality
  • 4.6. Entertainment and Leisure
  • 4.7. Manufacturing and Industry
    • 4.7.1. Overview
      • 4.7.1.1. Assembly and Production
      • 4.7.1.2. Quality Inspection
      • 4.7.1.3. Warehouse Assistance
    • 4.7.2. Automotive
      • 4.7.2.1. Commercial examples
    • 4.7.3. Logistics
      • 4.7.3.1. Warehouse environments
      • 4.7.3.2. Commercial examples
    • 4.7.4. Deployments
      • 4.7.4.1. Deployment Leaders - Automotive
      • 4.7.4.2. Deployment Leaders - Logistics
  • 4.8. Military and Defense
  • 4.9. Personal Use and Domestic Settings

5. GLOBAL MARKET SIZE (UNITS AND REVENUES) 2024-2036

  • 5.1. Market Drivers and Labour Dynamics
  • 5.2. Unified Shipments Forecast: Three-Wave Adoption Model
    • 5.2.1. Wave 1: Industrial Applications (2025-2030)
    • 5.2.2. Wave 2: Consumer/Developer Applications (2027-2033)
      • 5.2.2.1. Strategic Importance Beyond Revenue
    • 5.2.3. Wave 3: Medical/Elder Care Applications (2030-2036+)
  • 5.3. Replacement Cycle Dynamics
    • 5.3.1. Impact on Market Dynamics
  • 5.4. Growth Trajectory Analysis
  • 5.5. Regional Distribution Forecast
    • 5.5.1. China's Dominant Position Strengthens Over Time
  • 5.6. Market Concentration Evolution
  • 5.7. Comparison to Previous Forecasts
  • 5.8. Risk Factors and Sensitivities
  • 5.9. Revenues (Total)
    • 5.9.1. Three-Wave Revenue Architecture
      • 5.9.1.1. Wave 1: Industrial Applications (2025-2030 Primary Period)
      • 5.9.1.2. Wave 2: Consumer/Developer Applications (2027-2036 Primary Period)
      • 5.9.1.3. Wave 3: Medical/Elder Care Applications (2030-2036+ Primary Period)
  • 5.10. Average Selling Price Trajectory and Drivers
  • 5.11. Geographic Revenue Distribution
  • 5.12. Replacement Cycle Revenue Dynamics
  • 5.13. Market Structure and Concentration
  • 5.14. Battery Capacity (GWh) Forecast
  • 5.15. Hardware Components
    • 5.15.1. Understanding the Mechanical Dominance of Humanoid Robot BOM
    • 5.15.2. Strategic Implications for Component Suppliers

6. COMPANY PROFILES (95 company profiles)

7. HUMANOID ROBOTS DEVELOPED BY ACADEMIA

8. RESEARCH METHODOLOGY

9. REFERENCES

List of Tables

  • Table 1. Global Humanoid Robot Company Distribution and Ecosystem Maturity
  • Table 2. China Humanoid Robot Supply Chain - Component-by-Component Analysis
  • Table 3. Humanoid Robot Computing Platform Market Share - China Market
  • Table 4. Investment Prioritization by Development Phase and Wave Enablement
  • Table 5. Capital Requirements and ROI Timeline by Phase
  • Table 6. Core Components of Humanoid Robots
  • Table 7. Classification of Humanoid Robots
  • Table 8. Historical Overview and Evolution of Humanoid Robots
  • Table 9. Importance of humanoid robots by end use
  • Table 10. Markets and applications for humanoid robots and TRL
  • Table 11. Three-Wave Adoption Model for Humanoid Robots
  • Table 12. Wave 1 Industrial Applications - Detailed Breakdown
  • Table 13. Wave 2 Consumer/Developer Market Segments
  • Table 14. Wave 3 Medical Applications - Detailed Roadmap
  • Table 15. Manufacturer Strategy by Adoption Wave
  • Table 16. Humanoid Robots under commercial development
  • Table 17. Comparison of major humanoid robot prototypes
  • Table 18. Humanoid Robot investments 2023-2025
  • Table 19. Overall Sector Funding
  • Table 20. 2025 Expected Market Share - Funding vs. Execution
  • Table 21. Cost Breakdown by Humanoid Type
  • Table 22. Average Unit Cost by Robot Type (2025-2036)
  • Table 23. Year-over-Year Cost Reduction Rates (2025-2036)
  • Table 24. Component Cost Evolution (% of Total Cost, 2025-2036)
  • Table 25. Component Cost Evolution in Absolute Terms (Premium Industrial Humanoid)
  • Table 26. Human Worker Comparison (2025-2036)
  • Table 27. Comparative Labor Cost Analysis (Per Equivalent Full-Time Worker)
  • Table 28. Current and Projected Production Scales
  • Table 29. Impact of Volume on Unit Costs
  • Table 30. Regional Production Capacity Projections (2036)
  • Table 31.Technical Barriers (Current Status and 2036 Outlook)
  • Table 32. Break-Even Analysis Evolution
  • Table 33. Market drivers for humanoid robots
  • Table 34. Market challenges for humanoid robots
  • Table 35. Technical challenges for humanoid robots
  • Table 36. Global regulatory landscape for humanoid robots
  • Table 37. Performance Parameters of Humanoid Robots
  • Table 38. Common Actuators in Humanoid Robotics
  • Table 39. Advanced Vision Technology Performance Comparison
  • Table 40. Neural Architecture Performance Metrics
  • Table 41. Sensor Fusion Technologies
  • Table 42. Software and Functions in Humanoid Robots
  • Table 43. Sensors and Perception Technologies for humanoid robotics
  • Table 44. Comparison of LiDAR, Cameras, and 1D/3D Ultrasonic Sensors
  • Table 45. Categorization of LiDAR in Humanoids
  • Table 46. LiDAR Costs
  • Table 47. LiDAR Costs in Humanoid Robots
  • Table 48. Tactile and force sensors for humanoid robots,
  • Table 49. Benchmarking Tactile Sensors by Technology
  • Table 50. Challenges of Tactile Sensors and Electronic Skins
  • Table 51. Auditory sensors for humanoid robots
  • Table 52. Inertial Measurement Units (IMUs) for humanoid robots
  • Table 53. Key characteristics of proximity and range sensors commonly used in humanoid robots
  • Table 54. Environmental Sensors for humanoid robots
  • Table 55. Biometric sensors commonly used in humanoid robots:
  • Table 56. Humanoid Robot Sensor Systems - Current State and Evolution
  • Table 57. Power and Energy Management in Humanoid Robotics.- Integrated Systems Overview
  • Table 58. Energy Management Strategies for Humanoid Robots
  • Table 59. Advanced Power Management Technologies
  • Table 60. Battery technologies for humanoid robotics
  • Table 61. Battery Capacity per Humanoid Robot for Industrial Applications
  • Table 62. Humanoid Batteries - Parameters Comparison
  • Table 63. Challenges of Batteries in Humanoid Robots
  • Table 64. Energy Harvesting and Regenerative Systems in Humanoid Robots
  • Table 65.Power Distribution and Transmission Techniques in Humanoid Robots
  • Table 66. Thermal Management Techniques for Humanoid Robots
  • Table 67. Energy-Efficient Computing and Communication Techniques for Humanoid Robots
  • Table 68. Wireless Power Transfer and Charging for Humanoid Robots
  • Table 69. Actuator Components
  • Table 70. Actuator Types
  • Table 71. Pros and Cons Comparison
  • Table 72. Joint Application Matrix
  • Table 73. Comparison of Electric, Hydraulic, and Pneumatic Actuators
  • Table 74. Actuator challenges
  • Table 75. Direct Drive vs. Geared Comparison
  • Table 76. Motors for Commercial Humanoid Robots
  • Table 77. Benefits and Drawbacks of Coreless Motors
  • Table 78. Benchmarking of Reducers
  • Table 79. Bearings for Humanoids
  • Table 80. Actuation Methods of Humanoid's Hands
  • Table 81. Technical barriers of humanoid's hands
  • Table 82. Key aspects of Cloud Robotics and Internet of Robotic Things (IoRT) for humanoid robotics
  • Table 83. Examples of Biomimetic Design for Humanoid Robots
  • Table 84. Examples of Bioinspired Design for Humanoid Robots
  • Table 85. Types of metals commonly used in humanoid robots
  • Table 86. Types of plastics and polymers commonly used in humanoid robots
  • Table 87. PEEK - Costs and Technical Properties
  • Table 88. Types of composites commonly used in humanoid
  • Table 89. Types of elastomers commonly used in humanoid robots
  • Table 90. Types of smart materials in humanoid robotics
  • Table 91. Types of textiles commonly used in humanoid robots
  • Table 92. Types of ceramics commonly used in humanoid robots
  • Table 93. Biomaterials commonly used in humanoid robotics
  • Table 94. Types of nanomaterials used in humanoid robotics
  • Table 95. Types of coatings used in humanoid robotics
  • Table 96. Industry Segment Adoption Timeline
  • Table 97. Level of commercialization of humanoid robots by application
  • Table 98. Market Drivers in healthcare and assistance
  • Table 99. Applications of humanoid robots in healthcare and assistance
  • Table 100. Technology Readiness Level (TRL) Table; humanoid robots in healthcare and assistance
  • Table 101. Market Drivers in education and research
  • Table 102. Applications of humanoid robots in education and research
  • Table 103. Technology Readiness Level (TRL) for humanoid robots in education and research
  • Table 104. Education, Research & Developer Platform Market - 2025 Competitive Landscape
  • Table 105. Market Drivers in Customer Service and Hospitality
  • Table 106. Technology Readiness Level (TRL) for humanoid robots in Customer Service and Hospitality
  • Table 107. Market Drivers in Entertainment and Leisure
  • Table 108. Applications of humanoid robots in Entertainment and Leisure
  • Table 109. Technology Readiness Level (TRL) for humanoid robots in Entertainment and Leisure
  • Table 110. Market Drivers manufacturing and industry
  • Table 111. Applications for humanoid robots in manufacturing and industry
  • Table 112. Major Humanoid Robot Partnerships and Pilot Programs (2023-2025)
  • Table 113. Demonstration-Only (No Confirmed Commercial Deployments):
  • Table 114. Humanoid Robots in the Automotive Sector
  • Table 115. Implementation of humanoids in automotive manufacturing
  • Table 116. Humanoid robots in the logistics industry
  • Table 117. Timeline of Tasks Handled by Humanoid Robots in Logistics
  • Table 118. Market Drivers in Military and Defense
  • Table 119. Applications for humanoid robots in Military and Defense
  • Table 120. Technology Readiness Level (TRL) for humanoid robots in Military and Defense
  • Table 121. Market Drivers in Personal Use and Domestic Settings
  • Table 122. Applications in humanoid robots in Personal Use and Domestic Settings
  • Table 123. Technology Readiness Level (TRL) humanoid robots in Personal Use and Domestic Settings
  • Table 124. Global Humanoid Robot Shipments 2024-2036, Unified Forecast
  • Table 125. Replacement Cycle Mechanics
  • Table 126. Global Humanoid Robot Market Revenue 2024-2036, Unified Forecast
  • Table 127. Regional Shipments Distribution 2025-2036
  • Table 128. Global humanoid robot shipments (Millions USD) 2025-2036, conservative estimate
  • Table 129. Global Humanoid Robot Market Revenue Forecast 2024-2036
  • Table 130. Regional Revenue Allocation 2025-2036
  • Table 131. Battery Capacity (GWh) Forecast for Humanoid Robots Used for Industries 2025-2036
  • Table 132. Battery Capacity by Industry Segment (GWh, 2036)
  • Table 133. Average Battery Capacity per Humanoid Robot (kWh)
  • Table 134. Average Battery Capacity per Humanoid Robot by Application (2036)
  • Table 135. Humanoid Robot Hardware Component Volume Forecast, 2025-2036
  • Table 136. Humanoid Robot Hardware Component Market Size Forecast: 2025-2036, Conservative Estimate (Millions USD)
  • Table 137. Humanoid Robot Hardware Component Market Size Forecast: 2025-2036, Optimistic Estimate (Millions USD)
  • Table 138. Component Market Share (Conservative Estimate)
  • Table 139. Component Market Share (Optimistic Estimate)
  • Table 140. Average Component Cost per Robot (Thousands USD)
  • Table 141. Breakdown of Semiconductor Content ($6,000 total in 2025):
  • Table 142. Humanoid Robots Developed by Academia

List of Figures

  • Figure 1. Core components of a humanoid robot
  • Figure 2. Status of humanoid robots
  • Figure 3. Humanoid robot for railroad maintenance to be implemented by West Japan Railway Co
  • Figure 4. Historical progression of humanoid robots
  • Figure 5. Event-based cameras
  • Figure 6. Humanoid Robots Market Supply Chain
  • Figure 7. NEO
  • Figure 8. Alice: A bipedal walking humanoid robot from AeiRobot
  • Figure 9. RAISE-A1
  • Figure 10. Digit humanoid robot
  • Figure 11. Apptronick Apollo
  • Figure 12. Alex
  • Figure 13. BR002
  • Figure 14. Atlas
  • Figure 15. XR-4
  • Figure 16. Deep Robotics all weather robot
  • Figure 17. Dreame Technology's second-generation bionic robot dog and general-purpose humanoid robot
  • Figure 18. Mercury X1
  • Figure 19. Mirokai robots
  • Figure 20. Ameca
  • Figure 21. Prototype Ex-Robots humanoid robots
  • Figure 22. Figure.ai humanoid robot
  • Figure 23. Figure 02 humanoid robot
  • Figure 24. GR-1
  • Figure 25. Sophia
  • Figure 26. Honda ASIMO
  • Figure 27. HMND 01 Alpha
  • Figure 28. Kaleido
  • Figure 29. Forerunner
  • Figure 30. Kuafu
  • Figure 31. CL-1
  • Figure 32. MagicHand S01
  • Figure 33. Bumi robot
  • Figure 34. EVE/NEO
  • Figure 35. Tora-One
  • Figure 36. PUDU D9
  • Figure 37. HUBO2
  • Figure 38. XBot-L
  • Figure 39. Sanctuary AI Phoenix
  • Figure 40. Pepper Humanoid Robot
  • Figure 41. Astribot S1
  • Figure 42. Tesla Optimus Gen 2
  • Figure 43. Toyota T-HR3
  • Figure 44. UBTECH Walker
  • Figure 45. G1 foldable robot
  • Figure 46. Unitree H1
  • Figure 47. WANDA
  • Figure 48. CyberOne
  • Figure 49. PX5
  • Figure 50. Q Family robots from the Institute of Automation, Chinese Academy of Sciences