As AI continues to explode in popularity, humanoid robots are transitioning from the pages of science fiction into reality.

A recent research report by deutsche bank sheds light on the immense potential of this field. The report suggests that humanoid robots will see mass production and widespread application within the next decade, with companies like tesla and Figure leading this technological revolution.

Deutsche Bank's report makes bold predictions about the future scale of the humanoid robot market. By 2035, the market size is expected to reach $75 billion, and by 2050, it could soar to $1 trillion, with global sales potentially exceeding 70 million units, with household humanoid robots gradually becoming more common, they will shine in various fields such as home and industrial applications, transforming traditional industry structures.

The Next Five Years: Accelerated Production and Rising Demand

According to Deutsche Bank's analysis, 2024 will mark the beginning of robust testing of humanoid robots in factories and warehouses, while 2025 to 2026 will be a critical period for accelerating production. Companies like Tesla, Figure, and Agility have already set ambitious production plans.

Tesla is undoubtedly a leader in the humanoid robot space. Deutsche Bank's report indicates that Tesla plans to produce thousands of humanoid robots for factory testing in 2025, with production expected to expand to 50,000 to 100,000 units by 2026 and further to 500,000 units by 2027.

Meanwhile, the Figure is not far behind. The company plans to produce 100,000 humanoid robots over the next four years, averaging about 25,000 units annually. Figure's humanoid robots, equipped with advanced AI technology, are capable of performing complex tasks in manufacturing, logistics, and service industries. Agility Robotics also aims to achieve an initial production capacity of several hundred units in the U.S. in its first year, with plans to scale up to 10,000 units in the coming years.

Deutsche Bank's report highlights significant progress in the industrial applications of humanoid robots. Automotive manufacturers like BMW, NIO, and Mercedes-Benz have already begun testing humanoid robots in car manufacturing, while logistics and warehousing service providers such as Amazon, Ocado, and GXO are exploring their potential in logistics operations.

However, the potential of humanoid robots extends far beyond these applications. Deutsche Bank predicts that by 2050, humanoid robots will be widely used in homes, hotels, and manufacturing. These robots will not only perform dangerous and repetitive tasks but also provide companionship and household assistance in domestic settings.

A Market Worth A Trillion-Dollar

Deutsche Bank's report makes bold predictions about the future scale of the humanoid robot market. By 2035, the market size is expected to reach $75 billion, and by 2050, this market could surpass $1 trillion.

The number of humanoid robot manufacturers is also rapidly increasing. Deutsche Bank categorizes these manufacturers into four groups: independent suppliers, AI-based suppliers, traditional automotive manufacturers, and research labs. For example, Figure's investments in AI have garnered support from NVIDIA and OpenAI, enhancing the intelligence of its products. As technology continues to advance, more companies are expected to enter the market.

In terms of costs, Deutsche Bank anticipates that the price of humanoid robots will significantly decrease as production scales up. By 2050, the unit price of a humanoid robot could drop to $15,000. This price reduction will make humanoid robots more affordable for both businesses and households, driving their widespread adoption.

Policy Support and Industry Standards: Keys to Sustainable Growth

The rapid development of the humanoid robot market is closely tied to policy support and the establishment of industry standards. Deutsche Bank's report notes that the Chinese government has introduced a series of policies to support the development of the humanoid robot industry, including technological innovation, supply chain construction, and the formulation of industry standards.

Deutsche Bank also emphasizes that the establishment of industry standards is crucial for the healthy development of the humanoid robot market. Standards covering robot classification, application guidelines, and more will provide direction for the research, production, and application of humanoid robots, promoting sustainable growth in the industry.