金色财经|Jul 06, 2026 14:25
[Goldman Sachs: Global humanoid robot market to grow from approximately 20,000 units in 2025 to 1.4 million units in 2035]
According to a report by Jinse Finance on July 6, Goldman Sachs stated that another pathway for AI to enter the real world is through robots, autonomous driving devices, drones, and intelligent industrial equipment. Goldman Sachs refers to this as 'physical AI,' which is significantly more challenging than text generation models because machines not only need to understand language and images but also deal with gravity, friction, materials, temperature, motion trajectories, and safety constraints. Humanoid robots are the most closely watched direction in the market. Goldman Sachs predicts that the global humanoid robot market will grow from approximately 20,000 units in 2025 to 1.4 million units in 2035. The demand is driven by labor shortages: the U.S. manufacturing sector employs about 13 million workers, with over 1 million vacancies in material handling positions. Goldman Sachs expects widespread commercial deployment of humanoid robots to likely occur between 2027 and 2029.
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