Humanoid robot: The AI accelerant

In this report, Goldman Sachs Research estimates that the global market for humanoid robots may reach a market size of at least US$6bn in 10-15 years, filling 4% of the US manufacturing labor shortage gap by 2030E and 2% of global elderly care demand by 2035E. Should the hurdles of product design, use case, technology, affordability, and wide public acceptance be completely overcome, our analysts envision a market of up to US$154bn by 2035E in a blue-sky scenario (close to that of the global EV market and one-third the global smartphone market as of 2021).