Bond.az -- A Barclays report says humanoid robots could become a $200 billion market by 2035 as AI, robotics, and battery tech advance.
Humanoids are the next automation phase after industrial machinery and AI software. The tech is moving from labs to commercial use and could be part of a $1 trillion physical AI ecosystem by 2035.
Unlike traditional industrial robots, humanoids are designed for human environments. They can use existing tools and buildings without major changes, supporting adoption in factories, warehouses, healthcare, and homes.
Demand is driven by aging populations, urbanization, and labor shortages in manufacturing, logistics, agriculture, and healthcare. Humanoids can automate entire jobs, not just tasks.
Deployment will happen in two phases. Phase one (2025-2030) focuses on manufacturing, logistics, warehousing, construction, and agriculture. Phase two will expand into healthcare, hospitality, education, and homes as safety improves.
Production costs have dropped from $3 million per robot to $100,000. Chinese manufacturers cut prices further with integrated supply chains and material access.
China accounts for 85% of global humanoid deployments in 2025, with about 15,000 units installed. This could rise to 60,000 units in 2026.
The report identifies AI computing systems, actuators, and batteries as key components. Actuators make up the largest share of production costs.
