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AI CURATED HOT STORY · 11/12/2026

JPMorgan Forecasts US Humanoid Robot Output of 400,000 Units by 2030

1 reports archived1 independent sourcesupdated 11/12/2026, 18:21:04
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JPMorgan projects US humanoid robot output will reach 300,000 to 400,000 units by 2030 and about 1.5 million by 2035, driven by labor shortages and falling costs. The report flags dexterous hands, actuators, robot brains and production capacity as key bottlenecks, noting most US makers target only 10,000 to 30,000 units annually and that component suppliers offer better near-term investment opportunities than OEMs.

LATEST/JPMorgan projects US humanoid robot output will reach 300,000 to 400,000 units by 2030 and about 1.5 million by 2035, driven by labor shortages and falling costs. The report flags dexterous hands, actuators, robot brains and production capacity as key bottlenecks, noting most US makers target only 10,000 to 30,000 units annually and that component suppliers offer better near-term investment opportunities than OEMs.

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Total 1 reports · Latest first
  1. IT之家 · 智能时代T2·72 pts

    JPMorgan Forecasts US Humanoid Robot Output of 400,000 Units by 2030

    • US humanoid robot output is projected at 300,000-400,000 units by 2030 and about 1.5 million by 2035
    • Dexterous hands, actuators, robot brains and capacity are the four main bottlenecks; most makers target only 10,000-30,000 units annually
    • Core component market could approach $30 billion by 2035, making suppliers more attractive near-term than OEMs