Deutsche Bank's Iris Zheng released a landmark report revising global humanoid robot shipment forecasts to approximately 50,000 units in 2026 (from 17,500), representing over 100% growth. 2030 targets 700,500 units, 2050 aims for 7 million.
China is the primary growth engine with 2026 deliveries expected to double to 40,000 units. Three key drivers: declining robot prices, aggressive sales strategies, and capacity expansion ahead of IPOs.
Goldman Sachs similarly argues AI is shifting from chips to real-world deployment with humanoid robots as the clearest monetization path.
