“The total addressable market for humanoid robots will reach $38 billion by 2035 — up more than sixfold from a previous $6 billion projection — with robot shipments rising fourfold to 1.4 million units over the same time frame, on a much faster path to profitability driven by a roughly 40% reduction in the cost of materials.”
Head of China Industrial Technology Research, Goldman Sachs Research
Said Feb 27, 2024Deadline Dec 31, 2035Goldman Sachs Research, 'The global market for humanoid robots could reach $38 billion by 2035', 27 February 2024
Deadline is 2035; Goldman has since been reported to have raised this forecast substantially, and rival houses (BofA, Morgan Stanley) now publish materially larger 2035 numbers.