Boardroom"Falling costs and rising investment are speeding up the shift, with annual shipments expected to scale from 90,000 units in 2026 to 1.2 million by 2030."Jun 09, 2026
ABI Research"Annual shipments will jump significantly year-over-year throughout the rest of the decade and reach 195,000 units at the end of the forecast window [2030]."Jul 23, 2025
Interact Analysis“The new Humanoid Robots – 2026 report from the market intelligence specialist predicts the long-term commercial inflection point will take place in 2032, with shipments exceeding 700,000 units in 2035 and market revenue reaching approximately $15 billion."May 21, 2026
IDC"According to IDC, global shipments of humanoid robots are expected to exceed 510,000 units by 2030, representing a compound annual growth rate (CAGR) of nearly 95%."Apr 23, 2026
Alexander Perry“While we don't expect any significant near-term contribution from Optimus, we see potential long-term opportunity, and our team forecasts global humanoid robot shipments of 1.2 million/10 million globally by 2030/2035."Jun 08, 2026
Statista"Between 2026 and 2030, annual global humanoid robot shipments were forecast to rise from 90,000 to 1.2 million units, indicating rapid early‑stage market expansion."Apr 27, 2026
Deloitte"Nonetheless, even as early as 2030, we could see an inflection point with annual new robot shipments doubling from current levels to reach 1 million a year, with projected revenues of US$21 billion in 2030, almost twice 2024 levels."May 27, 2026