Deutsche Bank's humanoid robot report: Accelerating explosion in the next two years, with Tesla and Figure leading the trillion-dollar market opportunity

In today's world of AI explosion, humanoid robots have moved from science fiction to reality.

A recent research report released by Deutsche Bank reveals the enormous potential in this field. The report points out that humanoid robots will usher in large-scale production and widespread application in the next decade, with companies like Tesla and Figure leading this technological revolution.

The Deutsche Bank report makes bold predictions about the future size of the humanoid robot market. By 2035, the market size for humanoid robots is expected to reach $75 billion; by 2050, the market size is anticipated to reach $1 trillion, with global sales potentially exceeding 70 million units.

As household humanoid robots gradually become popular, they will shine in various fields such as home and industry, transforming traditional industrial structures.

The Next Five Years: Accelerated Production and Rising Demand

According to Deutsche Bank's analysis, 2024 will mark the beginning of a flourishing application testing of humanoid robots in factories and warehouses, while 2025 to 2026 will be a critical period for accelerated production of humanoid robots. Companies like Tesla, Figure, and Agility have already set ambitious production plans.

Tesla is undoubtedly the leader in the humanoid robot field. According to the Deutsche Bank report, Tesla plans to produce thousands of humanoid robots for factory testing by 2025 and aims to expand production to 50,000 to 100,000 units by 2026, further increasing to 500,000 units by 2027.

Meanwhile, Figure is also making strides. The company plans to produce 100,000 humanoid robots over the next four years, with an average annual output of about 25,000 units. Figure's humanoid robots incorporate advanced artificial intelligence technology, enabling them to perform complex tasks in manufacturing, logistics, and service industries. Agility Robotics' production capacity in the U.S. is also expected to reach hundreds in the first year, with plans to expand to 10,000 units in the coming years.

The Deutsche Bank report notes that significant progress has already been made in the application of humanoid robots in the industrial sector. Automotive manufacturers like BMW, Nio, and Mercedes-Benz have begun testing the application of humanoid robots in automobile manufacturing, while logistics and warehousing service providers such as Amazon, Ocado, and GXO are exploring the potential of humanoid robots in logistics operations.

However, the potential of humanoid robots goes far beyond this. Deutsche Bank predicts that by 2050, humanoid robots will be widely used in households, hotels, and manufacturing industries. Humanoid robots can not only perform dangerous and repetitive tasks but also provide companionship and household assistance in homes.

Market Size and Investment Opportunities: A Trillion-Dollar Blue Ocean Market

The Deutsche Bank report makes bold predictions about the future size of the humanoid robot market. By 2035, the market size for humanoid robots is expected to reach $75 billion, and by 2050, it is anticipated to exceed $1 trillion.

The number of humanoid robot manufacturers is also rapidly increasing. Deutsche Bank categorizes these manufacturers into four types: independent suppliers, AI-based suppliers, traditional automakers, and research laboratories. For example, Figure's investments in AI have received support from NVIDIA and OpenAI, enhancing the intelligence capabilities of its products. As technology continues to advance, the number of companies participating in the market will gradually increase.

In terms of costs, Deutsche Bank expects the cost of humanoid robots to significantly decrease as production scales up. By 2050, the unit price of humanoid robots may drop to $15,000. This price reduction will make humanoid robots affordable for more businesses and households, thereby promoting their widespread application.

The rapid development of the humanoid robot market is inseparable from policy support and the establishment of industry standards. Deutsche Bank's report points out that the Chinese government has introduced a series of policies to support the development of the humanoid robot industry, including technological innovation, industrial chain construction, and the formulation of industry standards.

Deutsche Bank also emphasizes that the establishment of industry standards is crucial for the healthy development of the humanoid robot market. Industry standards, including classification and application guidelines for humanoid robots, will provide guidance for the research, production, and application of humanoid robots, promoting the sustainable development of the industry