세계의 휴머노이드 로봇 시장(2026-2036년)

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