Goldman Sachs raises 2035 humanoid robot forecast to 6.5 million as Agibot leads shipments
Goldman Sachs raised its 2035 humanoid robot forecast to 6.5 million units, five times its earlier estimate, and Agibot took the lead in global humanoid shipments in the first half of 2026. Reports say a new Chinese plant produces one robot every ten minutes.
Who is affected and how
- plant manager
- Using humanoid robots on the production line is an increasingly realistic option; it is worth planning a pilot for specific tasks.
- supplier
- Humanoid robots' demand for components and cabling represents a new, fast-growing supplier segment.
- engineer
- Integrating humanoid platforms requires new safety and control competencies.
Sources
- Goldman Sachs Just Supercharged Its Humanoid Robot Prediction 5X to 6.5 Million by 2035 - 24/7 Wall St.247wallst.com · Sep 14, 2026
- Robotics Moves From Automation to Physical AI as Goldman Sachs Expects 6.5 Million Humanoid Robots by 2035streetwise reports · Sep 16, 2026
- Agibot claims top spot in global humanoid robot shipments in first half of 2026 - Robotics & Automation Newsroboticsandautomationnews.com · Sep 18, 2026 · magyar
- Tech: A new humanoid robot rolls off the production line of the new Chinese plant every 10 minuteshvg.hu · Sep 15, 2026 · magyar
- Humanoid Robots Are Coming, Here’s What Everyone Needs To Knowforbes.com · Sep 14, 2026
- Robotics could become an industry ten times larger than carmaking - autopro.huautopro.hu · Sep 14, 2026 · magyar
Machine-generated summary based on the titles and excerpts of the source articles. The facts come from the linked article.