The Era of Humanoids: JPMorgan Forecasts 1.5M Robots Produced Annually in US by 2035

The humanoid robot sector in the United States is bracing for a significant technological leap. According to a new report from JPMorgan Chase, annual production is expected to reach 400,000 units by 2030, potentially soaring to 1.5 million robots per year by 2035. The primary drivers for this industry are the manufacturing and logistics sectors, which are currently facing acute labor shortages.

Key Players and Market Challenges

Currently, the dominant developers in the U.S. market include projects such as Optimus (Tesla), Digit (Agility Robotics), and Atlas (Boston Dynamics). Significant contributions are also being made by Figure Robots and Apollo. Integrating these technologies into warehousing and production chains allows companies to manage workloads that previously required substantial human resources.

Despite the optimistic outlook, the industry faces several hurdles. Analysts point to difficulties in acquiring high-quality data for training the AI that controls robotic movements, as well as a shortage of computing power. Furthermore, existing manufacturing capacities are currently insufficient to support such high production volumes.

Geopolitics and the Components Market

Geopolitical factors are also poised to play a crucial role. Experts suggest that the Trump administration might view the import of cheap robotic equipment as a national security risk. This could lead to the imposition of tariffs, aimed at stimulating domestic American production.

Simultaneously, the market for specialized components—such as motors, actuators, and machine vision systems—is expanding. This segment is projected to reach a value of $30 billion by 2035. Key suppliers identified in the report include Timken, Robotis, Leader Drive, Orbbec, and Cognex.