Humanoids are not just a temporary trend; They could redefine our conception of work.
Formerly confined to science fiction, humanoid robots are quickly becoming reality. Spatial trips to vocal assistants, history shows that we often end up building what had been imagined. Today, humanoid robots are the next big leap forward, going from laboratories to factories and investment wallets. In 2025, they walk, speak and work in the form of prototypes, thanks to the advances of artificial intelligence and robotics. This is a new era that opens up new opportunities for investors.
Beyond industrial applications: the human advantage
Humanoid robots can operate in dynamic and human -centered environments. Unlike traditional fixed industrial robots dedicated to a task, humanoid robots are versatile, reprogrammable and capable of performing a wide range of tasks, logistics and manufacturing to health care. Their design allows them to move to spaces designed for human beings and their ability to interact socially makes them ideal for roles such as customer care or service.
More and more missions for robots
The demand for humanoid robots increases in all sectors, including storage, manufacturing and automotive assembly. In the field of services, they are developed for care for the elderly, hotels, retail and security. In the long term, they (robots) could help with household chores and personal assistance. It is in the logistics and automotive sectors, where they can perform repetitive and physically binding tasks, that their adoption should be the fastest. By 2035, Goldman Sachs plans that annual deliveries could reach 1.4 million units, with an adoption accelerated by consumers after 2030. At the other extreme, Elon Musk launched the idea of having more than 10 billion humanoid robots by 2040, thus exceeding the world human population.
Global market dynamics
The development accelerates, brought by the progress of AI, the reduction in the costs of equipment, the shortage of labor and the increase in investments in the public and private sectors. According to Goldman Sachs, the global market, estimated at $ 1.55 billion in 2024, is expected to exceed $ 4 billion by 2030 and reach $ 38 billion by 2035. Fortune Business Insights has even faster growth, estimating the $ 66 billion market by 2032. Being at the cutting edge of global innovation and representing the majority of intellectual property and fundamental models in terms of AI.
Startups, accessible only via the private capital market, are at the origin of many innovations. Companies such as AI, Agility Robotics, Apptronik and Unite are developing thanks to active deployments and progress in terms of financial accessibility, mobility and versatile design. At the same time, the most interesting players for investors remain the large listed companies on the stock market that has solid R&D and manufacturing capacities: Tesla develops Optimus Gen 2, Nvidia teams most platforms with its IA chips, Alphabet advances robotics software, Amazon integrates automation in logistics and Hyundai and Abb are developing in mobile robotics. Component suppliers also offer interesting opportunities throughout the ecosystem, with large capitalization companies such as Fanuc, Keyence and Rockwell Automation which provide essential technologies in the fields of movement control, detection and industrial automation.
Challenges and opportunities
Major challenges remain, ranging from the achievement of dexterity, autonomy and energy efficiency equivalent to those of humans with high R&D costs and regulatory uncertainty surrounding safety and impact on employment. However, these concerns are accompanied by opportunities: rather than replacing humans, robots can improve jobs by strengthening security, efficiency and development. As they take care of perilous or repetitive tasks, new roles in training, supervision and collaboration will be created, allowing humans to stay at the heart of an evolution workforce while stimulating productivity and customer experience.
Humanoids are not just a temporary trend; They could redefine our conception of work. For investors turned to the future, it is a rare opportunity to engage early in a rapidly changing sector.
