Overseas Research Selection | Goldman Sachs Raises Forecasts for Humanoid Robots: 6.5 Million Units to Be Shipped by 2035, with Logistics and Warehousing Leading Scale-up
Cailianshe, August 31 (Editor: Xia Junxiong) – In its latest Global Physical AI Report, Goldman Sachs has significantly raised its market forecast for
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Key takeaways
- The most recent reports show that humanoid robots are entering a rapid growth phase.
- In the first half of 2026 global shipments topped 22,000 units – a 300 % year‑on‑year rise – with Agibot leading the market at 9,700 units (43 % share), followed by Unitree (31 % share) and smaller players such as Galaxy Universal, UBTech and Leju.
- The surge is being highlighted by high‑profile events: the 2026 World Robot Conference in August attracted more than 3,000 products from 373 companies, and the 2nd World Humanoid Robot Games set new athletic records, including a 100‑metre sprint finished in 8.64 seconds, beating the previous robot record twice.
- At the same time, Goldman Sachs has dramatically upgraded its outlook, projecting 6.5 million humanoid units shipped by 2035 – a market worth about $138 billion – and identifying logistics, warehousing and the automotive sector as the first large‑scale adopters.
- Chinese automakers are pouring billions into robotics ventures, with firms such as XPeng raising over $900 million and several carmakers deploying Optimus‑type robots on production lines, while a California startup has begun renting humanoid robots for home cleaning, charging $30 per hour.
Cailianshe, August 31 (Editor: Xia Junxiong) – In its latest Global Physical AI Report, Goldman Sachs has significantly raised its market forecast for
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