罗兰贝格：2026人形机器人：新市场的交汇时刻（英文版）（28页）.pdf

1、The convergence moment for a new marketHumanoid robots 2026STUDYHumanoid robots are moving from science fiction to industrial reality.Advances in AI and robotics hardware are making it increasingly feasible to build machines capable of operating in human-designed environments.At the same time,labor

2、shortages are strengthening the need for new forms of automation.This marks a convergence moment where technological capability meets market demand,bringing humanoid robots closer to real-world deployment across industry and beyond.If current trajectories hold,the economic implications could be subs

3、tantial.As part of the broader move toward physical AI,humanoid robots are likely to evolve into a multi-trillion-dollar industry according to our projections,representing a market of up to USD 750 billion by 2035 and up to USD 4 trillion by 2050,comparable in scale to the automotive industry today.

4、For industrial,automotive and electronics companies,humanoid robots thus represent a significant growth opportunity and,at projected operating costs of just two dollars an hour,a potential lever for major efficiency gains.What distinguishes the current wave of development from previous automation cy

5、cles is how robots are learning and adapting.Advances across key technologies such as advanced actuators,edge computing and generative AI/vision-language models(VLMs)provide the foundation for interpreting complex and unpredictable environments.With working-age populations projected to decline by up

6、 to 22 percent in some regions by 2050,industries also face a structural labor gap that traditional automation cannot fully address.Humanoid robots offer a distinctive advantage:they can operate within processes and infrastructure designed for human workers,performing diverse tasks without expensive