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Goldman Sachs raises humanoid robot forecast, sees auto role

Goldman Sachs raises humanoid robot forecast, sees auto role

Goldman Sachs has raised its forecast for the humanoid robot market, projecting that unit sales will reach 6.48 million by 2035, up from a previous estimate of 1.38 million units. The investment bank now expects the market to reach $138 billion by 2035, up from its prior forecast of around ¥6 trillion. The firm attributes this increase to advances in physical artificial intelligence, with more companies moving toward larger-scale prototypes and commercial production.

Goldman Sachs highlighted the automotive industry's potential role in mass-producing humanoid robots due to its experience manufacturing complex industrial products at scale. Among automakers, Tesla, Hyundai, Toyota, Honda, and Mitsubishi Motors are currently among the most active participants in humanoid robotics.

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