AI, dexterity, and cost reduction are converging to bring humanoids from prototypes to real-world deployment.
Key Takeaways
- The global humanoid robot market will grow to US$51 billion by 2035.
- Three adoption waves have been identified by Yole Group’s analysts: Industrial (now), Consumer (next), and Medical (later).
- The ASP will drop to ~$25,000 by 2035, driven by Chinese OEMs and reduced component costs.
- China leads the race with over half of all active humanoid robot companies supported by government policies.
- Dexterous hands and affordable actuators are key enablers for industrial, consumer, and medical-grade humanoids.
Yole Group announces the release of its new technology and market report, Humanoid Robots 2025, a comprehensive analysis of the global humanoid robot industry, spanning market forecasts, technology evolution, and strategic insights for 2025 to 2035.
Yole Group’s Humanoid Robots 2025 provides an in-depth analysis of humanoid system architecture, from silicon to actuators and full platforms. It also proposes a detailed market model, covering 2025 to 2035 for shipments, ASPs, and revenue by segment. Furthermore, this 2025 analysis delivers technical insights into core challenges such as dexterity, autonomy, and safety compliance.
After decades of research, humanoids are finally arriving. Advances in AI, hardware, and computing are converging to make general-purpose humanoid robots viable.
LBMs allow robots to learn tasks with little coding, while LLMs enable intuitive communication. Coupled with lighter actuators, multi-hour batteries, and compact 200-TOPS processors, humanoids are now equipped for real-time perception and broad-skill operation.
Pierrick Boulay, Principal Analyst at Yole Group:
We are witnessing an inflection point. AI integration and component scalability are turning humanoids from complex prototypes into deployable machines with measurable ROI in logistics, manufacturing, and beyond.
A market set for exponential growth
According to Yole Group’s new report, the global humanoid robot market will reach US$6 billion in 2030 and soar to US$51 billion in 2035, with ~55% CAGR. Shipments will rise to ~136 thousand in 2030, and more than 2 million by 2035.
The BOM is dominated by mechanical systems, dexterous hands, actuators, servomotors, and controllers, while silicon accounts for a smaller share, decreasing from ~8% in 2025 to ~5% in 2035 as compute and sensing components benefit from scale and integration.
Three waves of adoption
- Industrial (now): early rollouts target intralogistics and light assembly in existing plants and warehouses. The ROI stems from ergonomic relief and labor shortages, not one-for-one workstation replacement.
Examples include Apptronik’s Apollo at Mercedes-Benz and Agility’s Digit for bulk handling.
- Consumer (next): price reduction led by Chinese OEMs such as Unitree enables educational and developer experimentation.
- Medical (later): regulation and liability slow progress, but China’s State Council is promoting humanoids for elder care, rehabilitation, and hospital logistics, paving the way to bedside applications.
Cost reduction and competitive dynamics
Humanoid ASP is projected to fall from US$75,000 in 2025 to US$25,000 in 2035. At Yole Group, analysts estimate a 2025 BOM of US$32,000, with pricing shaped by market segmentation.
“The focus is shifting from motion to manipulation,” adds Pierrick Boulay from Yole Group. “Once dexterous hands enable robust interaction with tools and environments, cost reduction will open the doors to consumer adoption, followed by regulatory advances that unlock medical markets.”
Funding momentum and the Chinese ecosystem
More than 60 active humanoid companies have been identified globally by Yole Group’s team, with China hosting over 50% of them. Since 2017, cumulative funding has reached US$9.8 billion (as of October 2025), led by UBTECH and Figure AI, which together raised US$4.3 billion.
Unitree leads in expected 2025 shipments (37% market share), followed by Tesla and AgiBot.
China’s MIIT is implementing a 2023–2025 plan to secure a complete humanoid innovation ecosystem, from core components to system integration, strengthening domestic production and supply chains.
Claire Troadec, Director, Global Semiconductors at Yole Group:
Humanoid robots are moving beyond research labs to become part of our daily lives, assisting in factories, homes, and even healthcare environments. At Yole Group, we see this evolution generating a profound impact on the semiconductor industry, driving innovation across compute, sensing, and power technologies. Yole Group’s analysts will continue to investigate how these advances reshape the supply chain, enable new levels of integration, and redefine the boundaries of human–machine collaboration.
Humanoid Robots 2025 joins Yole Group’s growing collection of reports, monitors, and teardowns dedicated to robotics, AI, and sensing technologies, and more. Together, these resources offer an integrated perspective across semiconductor innovations driving automation and human–machine collaboration.
Stay tuned on www.yolegroup.com!
