J.P. Morgan's latest forecast shows that as humanoid robots move from technology display to commercial application, the production of humanoid robots in the US will reach 300,000 to 400,000 units by 2030, and further increase to about 1.5 million units in 2035. Labor shortages, falling cost of use, and expansion of production capacity are driving manufacturing, logistics, and warehousing companies to adopt humanoid robots to replace repetitive manual labor. However, large-scale applications of humanoid robots still face limitations in terms of hardware, AI training data, computing power, and production capacity. With the exception of Tesla, most manufacturers in the US have annual production targets of only 10,000 to 30,000 units.

J.P. Morgan's latest forecast shows that as humanoid robots move from technology display to commercial application, the production of humanoid robots in the US will reach 300,000 to 400,000 units by 2030, and further increase to about 1.5 million units in 2035. Labor shortages, falling usage costs, and increased production capacity are driving manufacturing, logistics, and warehousing companies to adopt humanoid robots to replace repetitive manual labor. However, large-scale applications of humanoid robots still face limitations in terms of hardware, AI training data, computing power, and production capacity. With the exception of Tesla, most US manufacturers have annual production targets of only 10,000 to 30,000 units.