
The global market for humanoid robots is expected to grow at an impressive compound annual growth rate (CAGR) of 154% untill 2027, thanks to advancements in generative AI.
Key developments include Agility Robotics’ “Digit,” Apptronik’s “Apollo,” and Tesla’s “Optimus,” which are anticipated to become commercially available between 2025 and 2027. These robots stand to benefit from generative AI’s breakthroughs, which have significantly enhanced cognitive abilities. Robots are now better equipped to interpret complex contextual elements such as human interactions, environments, and events. Their conversational skills have also advanced, enabling nuanced, multi-dimensional dialogues with humans.
According to manufacturers feedback, planetary roller screws dominate robot production costs, comprising 22% of total component expenses, followed by composite materials at 9%, 6D force-torque sensors at 8%, and hollow-cup motors at 6%. These components involve substantial technical challenges, particularly in achieving cost-effective scalability.
Countries grappling with labor shortages and aging populations are driving demand for companion and caregiving robots. Additionally, robotics are becoming integral in military operations, serving roles such as drone operation, combat support, demining tasks, and logistical assistance. This technological progress positions humanoid robots for mass-market adoption, influencing diverse industries and addressing critical workforce needs.
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