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1851609

人形機器人：市場佔有率分析、產業趨勢、統計數據和成長預測（2025-2030 年）

Humanoids - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計到 2025 年，人形機器人市場規模將達到 48.2 億美元，到 2030 年將達到 341.2 億美元，年複合成長率為 47.9%。

人形市場-IMG1

人工智慧硬體成本的快速下降、七國集團和中國人口老化以及工業勞動力缺口的擴大，正推動人形機器人從先導計畫發展成為醫療保健、製造業和物流的核心營運資產。中國和韓國的「人形機器人2025」計劃，以及2024年至2025年間超過40億美元的風險投資，正在加速新平台的上市進程。企業優先考慮能夠利用現有工具和基礎設施的人類外形規格，而軟體的進步則將曾經固定的機器轉變為適應性強的協作夥伴。隨著這些因素相互促進，人形機器人市場正成為各國在不增加人力的情況下提高生產力的關鍵解決方案。

全球人形機器人市場趨勢與洞察

人口老化導致護理需求不斷成長

日本人口老化率（65歲以上人口比例）預計到2024年將達到29.1%，到2030年，醫療工作者缺口可能超過240萬人。醫院正在使用人形機器人進行持續的病患監測、藥物管理和社交互動，在保證服務品質的前提下，降低了30%至40%的營運成本。本田的HARU機器人正在西班牙的老年病房為護理人員提供支持，展現了其跨國應用價值。面臨類似勞動力短缺的零售和餐飲企業也正在部署接待和服務機器人，以在員工人數減少的情況下保障顧客體驗。韓國每1萬名員工中已有1,102台機器人運作，是全球機器人密度最高的國家。

人工智慧成本曲線低於每單位25,000美元

規模經濟、標準化致動器和低成本GPU將使製造成本從2025年的3.5萬美元降至2030年的1.3萬至1.7萬美元。特斯拉預計將生產1萬台Optimus單元，每台成本為2萬至3萬美元，其吞吐量將達到汽車等級。 Apptronik與GoogleDeepMind的合作將大規模語言模型推理與Apollo的運維能力結合，將原本需要一台價值10萬美元的伺服器才能完成的任務壓縮到一台邊緣處理器上。由於採用電動車產業的發展，電池組價格自2010年以來已下降85%，進一步降低了整體擁有成本。

與協作機器人相比，資本投入高，總擁有成本超過每小時 0.50 美元。

目前，人形機器人每小時運行成本在0.75美元至1.25美元之間，而六軸協作機器人每小時運行成本則為0.35美元至0.50美元。高精度齒輪箱、25個以上的自由度以及廣泛的感測器陣列都會推高採集費用和維護成本。然而，對於需要人類觸及或導航的任務，協作機器人需要進行成本高昂的設備改造，從而抵消了每小時的成本優勢。在已開發國家，工廠平均薪資超過4.5萬美元，人形機器人每年2.5萬美元至3.5萬美元的運作成本變得越來越有競爭力。

細分市場分析

到2024年，輪式機器人將佔總收入的63%，凸顯了用戶目前在平板工廠和履約中心對節能、低維護成本移動解決方案的偏好。這一主導地位意味著輪式機器人將在同年佔據人形機器人市場的最大佔有率。然而，雙足機器人類別將以59%的複合年成長率成長，顯示隨著成本的降低，人形機器人市場將朝著完全適應人類環境的方向發展。

改進的模型預測控制器、軟性踝關節和全身協調演算法使得機器人能夠以超過 1.5 公尺/秒的速度穩定行走，同時降低 30% 的消費量。混合型和多足機器人目前仍是災害應變領域的小眾解決方案，因為在災害現場，瓦礫和崎嶇地形會導致輪式機器人無法使用。隨著人工智慧運動規劃器的日益成熟，買家希望能夠在多個地點重複部署同一台雙足機器人，從而提高其使用壽命價值，並增強軟體更新與運行結果之間的關聯性。

到2024年，硬體將佔人形機器人市場規模的68%，這反映出在致動器、複合框架和高解析度感測器堆疊方面的大量資本支出。然而，軟體收入的複合年成長率將達到57.34%，超過機械升級週期。

雲端視覺、自然語言模式和強化學習技術堆疊使得同一底盤能夠同時提供早晨的商品組裝服務和下班後的禮賓服務。隨著經常性授權費用超過一次性硬體利潤，供應商正轉向服務等級協定（SLA），以確保執行時間、安全修補程式和效能下降。智慧型手機生態系統的這種變化使得程式碼成為最重要的差異化因素，即使在實體商品領域也是如此，並推動了買家對網路安全和資料所有權條款的關注。

區域分析

2024年，北美將佔全球銷售額的38%，這主要得益於20億美元的風險投資以及早期監管沙盒政策降低了部署風險。特斯拉、波士頓動力和Agility Robotics等美國原始設備製造商（OEM）在2024年至2025年間總合籌集了12億美元，用於商業工具的開發和試點部署。加拿大大學正專注於軟性致動器的研究，而墨西哥則供應精密齒輪箱。

亞太地區是成長最快的區域，預計到2030年複合年成長率將達到55%。中國斥資100億美元的國家人形機器人計畫協調地方撥款、軍方採購和配額，六家本土企業的目標是到2025年各自生產1000台。韓國3.5兆韓元的經濟獎勵策略將透過其政策性銀行向私人研究機構提供資金，以促進研發和本土化內容監管。日本的汽車製造傳統使其能夠生產高精度支柱和關節模組，而印度則提供低成本的雲控制中間件。這些力量的結合將擴大產量，降低單位成本，並增強新興亞洲地區的人形機器人市場。

在政策的主導，歐洲將迎來穩定成長。德國的工業4.0工廠正在使用人形機器人組裝小型、多品種產品，這些產品無需外包生產，即可在國內完成組裝。歐盟擬議的人工智慧責任指令要求嚴格的故障安全設計，雖然增加了認證成本，但降低了長期的聲譽風險。法國和英國正致力於先進觸覺感測器的研發，北歐一項針對老年護理的試點計畫正在護理環境中檢驗機器人。儘管獲得認證所需的時間延緩了一些買家的購買計劃，但德國和義大利現有的汽車零件製造商正在向次組件製造領域擴張，加劇了跨大西洋的競爭。

其他福利：

  • Excel格式的市場預測（ME）表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章 市場情勢

  • 市場概覽
  • 市場促進因素
    • 人口老化和護理缺口增加了需求。
    • 人工智慧成本曲線低於每單位25,000美元
    • 七國集團和中國工廠勞動力短缺問題
    • 國家「人形機器人2025」計畫（中國、韓國）
    • IEC/ISO老年護理機器人安全標準
    • 電動汽車馬達和電池供應鏈的連鎖反應
  • 市場限制
    • 與協作機器人相比，資本支出和總擁有成本每小時高出0.50美元以上。
    • 對安全/責任法規的不確定性
    • 稀土磁鐵供應瓶頸
    • 社會接受度和工會反對
  • 價值/供應鏈分析
  • 監管環境
  • 技術展望
  • 波特五力分析
    • 供應商的議價能力
    • 買方的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭

第5章 市場規模與成長預測

  • 按運動類型
    • 車輪行程
    • 雙足行走
    • 混合/多腿
  • 按組件
    • 硬體
    • 軟體
    • 服務
  • 按最終用戶行業分類
    • 醫療機構
    • 零售和購物中心
    • 製造和倉儲業
    • 飯店業（飯店、主題樂園）
    • 學術研究機構
  • 按外形規格
    • 身高（超過140公分）
    • 中等尺寸（100-140公分）
    • 小型（小於100公分）
    • 僅上半身
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
    • 歐洲
      • 英國
      • 德國
      • 法國
      • 義大利
      • 其他歐洲
    • 亞太地區
      • 中國
      • 日本
      • 印度
      • 韓國
      • 亞太其他地區
    • 中東
      • 以色列
      • 沙烏地阿拉伯
      • 阿拉伯聯合大公國
      • 土耳其
      • 其他中東地區
    • 非洲
      • 南非
      • 埃及
      • 其他非洲地區
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美洲

第6章 競爭情勢

  • 市場集中度
  • 策略趨勢
  • 市佔率分析
  • 公司簡介
    • Honda Motor Co., Ltd.
    • Toyota Motor Corporation
    • SoftBank Robotics Group Corp.
    • UBTECH Robotics Inc.
    • PAL Robotics SL
    • Hanson Robotics Ltd.
    • Kawada Robotics Corporation
    • Promobot LLC
    • Invento Robotics Pvt. Ltd.
    • ROBOTIS Co., Ltd.
    • Boston Dynamics Inc.
    • Tesla, Inc.（Optimus）
    • Agility Robotics LLC
    • Figure AI, Inc.
    • Engineered Arts Ltd.
    • Unitree Robotics Co., Ltd.
    • Fourier Intelligence Co., Ltd.
    • Xiaomi Corp.-Robotics Lab
    • Samsung Electronics Co., Ltd.
    • Apptronik Inc.

第7章 市場機會與未來展望

簡介目錄
Product Code: 61387

The humanoids market size is valued at USD 4.82 billion in 2025 and is forecast to reach USD 34.12 billion by 2030, advancing at a 47.9% CAGR.

Humanoids - Market - IMG1

Rapid cost declines in artificial intelligence hardware, demographic ageing in the G7 and China, and widening industrial labour gaps are converging to push humanoid robots from pilot projects to core operational assets across healthcare, manufacturing, and logistics. Venture investment flows exceeding USD 4 billion in 2024-2025, together with China's and South Korea's "Humanoid 2025" policies, are accelerating time-to-market for new platforms. Enterprises are prioritising human-scale form factors capable of using existing tools and infrastructure, while software advances turn once-static machines into adaptable co-workers. As these factors reinforce each other, the humanoids market is becoming a pivotal solution for countries seeking productivity gains without expanding their human workforce.

Global Humanoids Market Trends and Insights

Aging-Population Care Gap Intensifies Demand

Japan's population aged 65 years and older reached 29.1% in 2024, and healthcare worker deficits may exceed 2.4 million by 2030. Hospitals are turning to humanoids for continuous patient monitoring, medication rounds, and social interaction, trimming operating costs by 30-40% while keeping quality consistent. Honda's Haru units now assist nurses in Spanish geriatric wards, demonstrating cross-border relevance. Retail and hospitality operators facing similar labour gaps are introducing reception and service robots to protect customer experience despite shrinking staff levels. South Korea already operates 1,102 robots per 10,000 employees, the highest robot density worldwide.

AI Cost Curve Falling Below USD 25 k Per Unit

Economies of scale, standardised actuators, and low-cost GPUs are pushing manufactured costs down from USD 35,000 in 2025 to a targeted USD 13,000-17,000 by 2030. Tesla expects to build 10,000 Optimus units priced at USD 20,000-30,000 each, reflecting automotive-style throughput. Apptronik's partnership with Google DeepMind ties large-language-model reasoning to Apollo's manipulation skills, compressing what once required USD 100,000 servers onto edge processors. Battery pack prices, already 85% lower than 2010 levels thanks to the electric-vehicle industry, further erode total cost of ownership.

High Cap-ex & TCO Above USD 0.50/hr Compared with Cobots

Operating a humanoid costs USD 0.75-1.25 per hour today, versus USD 0.35-0.50 for six-axis cobots. Precision gearboxes, 25-plus degrees of freedom, and richer sensor arrays inflate both acquisition and maintenance outlays. Nevertheless, in tasks demanding human reach and navigation, cobots require costly re-engineering of facilities, offsetting their per-hour advantage. In developed economies where average factory wages top USD 45,000, a humanoid's USD 25,000-35,000 annual running cost is increasingly competitive.

Other drivers and restraints analyzed in the detailed report include:

  1. Factory Labour Shortages in G7 & China
  2. National "Humanoid 2025" Programmes (China, South Korea)
  3. Safety / Liability Regulation Uncertainty

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

The wheel-drive class held 63% of 2024 revenues, underscoring current user preference for energy-efficient, low-maintenance mobility in flat-floored plants and fulfilment centres. This dominance meant the wheel cohort accounted for the largest slice of the humanoids market share that year. However, the biped category is expanding at a 59% CAGR, signalling that the humanoids market will pivot toward full human-environment compatibility as costs fall.

Improved model-predictive controllers, compliant ankle joints, and whole-body coordination algorithms are delivering steady-state walking above 1.5 m/s while cutting energy draw by 30%. Hybrid and multi-leg robots remain niche solutions for disaster response where debris or uneven terrain precludes wheels. As AI motion planners mature, buyers anticipate re-deploying the same biped unit across multiple sites, raising lifetime value and tightening the link between software updates and operational output.

Hardware captured 68% of the humanoids market size in 2024, reflecting large capital bills for actuators, composite frames, and high-resolution sensor stacks. Yet software revenue is tracking a 57.34% CAGR, outpacing any mechanical upgrade cycle.

Cloud-enhanced vision, natural-language models, and reinforcement-learning stacks enable the same chassis to perform kitting in the morning and concierge duties after hours. As recurring licence fees overtake one-off hardware margins, vendors are shifting to service-level agreements that guarantee uptime, security patches, and feature drops. This echo of the smartphone ecosystem positions code as the foremost differentiator even inside a physical-goods category, and heightens buyer focus on cybersecurity and data-ownership clauses.

The Humanoids Market Report is Segmented by Motion Type (Wheel-Drive, Biped, Hybrid/Multi-leg), Component (Hardware, Software, Services), End-User Industry (Healthcare Facilities, Retail & Shopping Centres, Manufacturing & Warehousing, and More), Form Factor (Full-Size Greater Than 140cm, Mid-Size 100-140cm, Small Less Than 100cm, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

North America retained 38% of global 2024 revenue, catalysed by USD 2 billion in venture rounds and early regulatory sandboxes that cut deployment risk. United States OEMs such as Tesla, Boston Dynamics, and Agility Robotics collectively secured USD 1.2 billion during 2024-2025, bankrolling commercial tooling and pilot roll-outs. Canada's universities specialise in compliant-actuator research, and Mexico supplies precision gear casings, threading NAFTA supply-chain integration into humanoid economics.

Asia-Pacific is the fastest-growing theatre, advancing at a 55% CAGR to 2030. China's USD 10 billion National Humanoid programme aligns provincial grants, military adoption, and purchasing quotas, while six local firms target >= 1,000 units each for 2025 volume. South Korea's KRW 3.5 trillion stimulus channels funds through its policy bank to private labs, fostering R&D and domestic content rules. Japan's automotive heritage yields high-precision strut and joint modules, and India supplies cloud-control middleware at lower cost. Collectively, these forces scale output and compress unit costs, bolstering the humanoids market across emerging Asian economies.

Europe posts steady, policy-led growth. Germany's Industrie 4.0 facilities adopt humanoids to keep high-mix assembly at home rather than offshoring. The EU's draft AI liability directive compels rigorous fail-safe designs, adding qualification overhead but reducing long-run reputational risk. France and the United Kingdom emphasise advanced haptic-sensor R&D, while Nordic eldercare pilots validate robots in long-term-care settings. Although certification timelines push some buyers to slower roll-outs, established automotive suppliers in Germany and Italy are lining up to build sub-assemblies, reinforcing trans-Atlantic competition.

  1. Honda Motor Co., Ltd.
  2. Toyota Motor Corporation
  3. SoftBank Robotics Group Corp.
  4. UBTECH Robotics Inc.
  5. PAL Robotics SL
  6. Hanson Robotics Ltd.
  7. Kawada Robotics Corporation
  8. Promobot LLC
  9. Invento Robotics Pvt. Ltd.
  10. ROBOTIS Co., Ltd.
  11. Boston Dynamics Inc.
  12. Tesla, Inc. (Optimus)
  13. Agility Robotics LLC
  14. Figure AI, Inc.
  15. Engineered Arts Ltd.
  16. Unitree Robotics Co., Ltd.
  17. Fourier Intelligence Co., Ltd.
  18. Xiaomi Corp. - Robotics Lab
  19. Samsung Electronics Co., Ltd.
  20. Apptronik Inc.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Aging-population care gap intensifies demand
    • 4.2.2 AI cost curve falling below USD 25k per unit
    • 4.2.3 Factory labor shortages in G7 and China
    • 4.2.4 National "Humanoid 2025" programs (China, S-Korea)
    • 4.2.5 IEC/ISO elderly-care robot safety standards
    • 4.2.6 EV motor and battery supply-chain spill-overs
  • 4.3 Market Restraints
    • 4.3.1 High cap-ex and TCO above USD 0.50 /hr compared with cobots
    • 4.3.2 Safety / liability regulation uncertainty
    • 4.3.3 Rare-earth magnet supply bottlenecks
    • 4.3.4 Societal acceptance and labour-union pushback
  • 4.4 Value / Supply-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Buyers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

  • 5.1 By Motion Type
    • 5.1.1 Wheel-drive
    • 5.1.2 Biped
    • 5.1.3 Hybrid / Multi-leg
  • 5.2 By Component
    • 5.2.1 Hardware
    • 5.2.2 Software
    • 5.2.3 Services
  • 5.3 By End-user Industry
    • 5.3.1 Healthcare Facilities
    • 5.3.2 Retail and Shopping Centres
    • 5.3.3 Manufacturing and Warehousing
    • 5.3.4 Hospitality (Hotels, Theme Parks)
    • 5.3.5 Academic and Research Institutes
  • 5.4 By Form Factor
    • 5.4.1 Full-size (Greater than 140 cm)
    • 5.4.2 Mid-size (100-140 cm)
    • 5.4.3 Small (Less than 100 cm)
    • 5.4.4 Upper-torso only
  • 5.5 By Geography
    • 5.5.1 North America
      • 5.5.1.1 United States
      • 5.5.1.2 Canada
      • 5.5.1.3 Mexico
    • 5.5.2 Europe
      • 5.5.2.1 United Kingdom
      • 5.5.2.2 Germany
      • 5.5.2.3 France
      • 5.5.2.4 Italy
      • 5.5.2.5 Rest of Europe
    • 5.5.3 Asia-Pacific
      • 5.5.3.1 China
      • 5.5.3.2 Japan
      • 5.5.3.3 India
      • 5.5.3.4 South Korea
      • 5.5.3.5 Rest of Asia-Pacific
    • 5.5.4 Middle East
      • 5.5.4.1 Israel
      • 5.5.4.2 Saudi Arabia
      • 5.5.4.3 United Arab Emirates
      • 5.5.4.4 Turkey
      • 5.5.4.5 Rest of Middle East
    • 5.5.5 Africa
      • 5.5.5.1 South Africa
      • 5.5.5.2 Egypt
      • 5.5.5.3 Rest of Africa
    • 5.5.6 South America
      • 5.5.6.1 Brazil
      • 5.5.6.2 Argentina
      • 5.5.6.3 Rest of South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
    • 6.4.1 Honda Motor Co., Ltd.
    • 6.4.2 Toyota Motor Corporation
    • 6.4.3 SoftBank Robotics Group Corp.
    • 6.4.4 UBTECH Robotics Inc.
    • 6.4.5 PAL Robotics SL
    • 6.4.6 Hanson Robotics Ltd.
    • 6.4.7 Kawada Robotics Corporation
    • 6.4.8 Promobot LLC
    • 6.4.9 Invento Robotics Pvt. Ltd.
    • 6.4.10 ROBOTIS Co., Ltd.
    • 6.4.11 Boston Dynamics Inc.
    • 6.4.12 Tesla, Inc. (Optimus)
    • 6.4.13 Agility Robotics LLC
    • 6.4.14 Figure AI, Inc.
    • 6.4.15 Engineered Arts Ltd.
    • 6.4.16 Unitree Robotics Co., Ltd.
    • 6.4.17 Fourier Intelligence Co., Ltd.
    • 6.4.18 Xiaomi Corp. - Robotics Lab
    • 6.4.19 Samsung Electronics Co., Ltd.
    • 6.4.20 Apptronik Inc.

7 MARKET OPPORTUNITIES and FUTURE OUTLOOK

  • 7.1 White-space and Unmet-need Assessment