Not long ago, TrendForce released its "2025 Top 10 Key Technology Sector Market Trend Forecasts", which provides us with a comprehensive perspective on the potential development directions and growth opportunities in areas such as artificial intelligence, semiconductors, information security, display technology, communications, autonomous driving, and energy. These trends will not only profoundly affect the competitive landscape of various industries, but will also provide important strategic references for policymakers, business decision-makers and investors. This market research report aims to explore the market potential, technical challenges and potential business opportunities of these key technology areas through an analysis of these key technology areas.
Generative AI Leads the Revolution: Humanoid and Service Robots are on the rise
Generative AI empowers humanoid and service robots with more powerful multimodal interactions. The robot can integrate multi-modal information such as voice, image, text, and sensor signals to achieve more natural human-computer interaction. For example, the humanoid robot of iFLYTEK, with the help of the Xinghuo model, can accurately recognize the user's voice commands and expressions and make appropriate responses. In hospitals and other medical places, robots can assist medical staff in patient care, drug delivery, rehabilitation training, and other work. Humanoid robots with medical knowledge can also provide health consultations and recommendations to patients, reducing the burden on medical staff. For example, some rehabilitation robots can generate personalized rehabilitation training programs according to the patient's rehabilitation situation. According to TrendForce, the global humanoid robot market will grow at a compound annual growth rate of 154% from 2024 to 2027, and the output value is expected to exceed US$2 billion.
Figure: 2024-2027 Humanoid Robot Market Size Forecast (Source: TrendForce)
In addition, some major technology companies such as Nvidia and Tesla are also actively deploying the field of humanoid robots to promote the development and application of related technologies; For example:
Nvidia
Launch of the GR00T Universal Basic Model for Humanoid Robots: a project that drives robots that understand natural language and observe human behavior, mimic and quickly learn coordination, flexibility, and other skills to adapt to and interact with the real world.
Released Jetson Thor, a new humanoid robot computer based on Thor's SoC: Purpose-built for humanoid robots, the computer is designed to provide AI training tools for humanoid robots to help them perform well in the real world after completing training in a virtual environment.
Investing in robotics start-ups: Nvidia has invested in at least 5 robotics start-ups, covering food delivery robots, industrial robots, weeding robots, etc. For example, it invested in Uber subsidiary Serve Robotics, whose robots are currently being used for food delivery; It also invested in Machina Labs, a robotics startup based in Los Angeles, USA, whose robots are mainly used to make metal products.
Upgrading the Isaac Robotics Platform: Significant upgrades to its Isaac Robotics Platform include generative AI foundation models and simulation tools, as well as AI workflow infrastructure to improve the robot's performance in terms of movement coordination, flexibility, and more.
tesla
Optimus Humanoid Robot Project: Tesla announced its entry into the field of robotics by announcing Tesla's general robot plan at AI Day 2021 and proposing the Tesla Bot, a humanoid robot concept machine. At the press conference on October 11, 2024, the second-generation Optimus humanoid robot was showcased, which reduced its weight by 10kg, increased its walking speed by 30%, upgraded hand joints, and was equipped with tactile sensors for more natural movement.
Mass production plan: Tesla plans to deploy 1,000 Optimus robots at the Austin Gigafactory by the end of 2025, and expects Optimus to be mass-produced and exported in 2026. Musk has said that the demand for humanoid robots is expected to reach 10 billion to 20 billion units in the future, far exceeding the number of electric vehicles.
The development of the humanoid robot industry will drive the coordinated development of the upstream and downstream industrial chains, including suppliers of core components such as chips, sensors, and motors, as well as software development, system integration and other related enterprises. At the same time, relevant industry standards and norms will be gradually established and improved to promote the healthy development of the industry. According to the prediction of the GGII Research Institute, the global humanoid robot market will reach $15.1 billion by 2030, with a CAGR of more than 56% from 2024 to 2030, and the global sales of humanoid robots will increase from 11,900 to 605,700 units. Among them, the market size is expected to reach USD 1,632 million in 2025, with an average price of USD 62,600 and sales volume of 26,070 units. Generative AI technology is revolutionizing humanoid and service robots, driving their wide application and rapid market growth in multiple fields.
