用人形机器人重新定义运营

Andreas BrauchleChristoph GanßMartin Matz Foreword Thank you for your interest in our report. Humanoid robots havethe potential totransform manufacturing and logistics and awiderange of other industries. But where do we stand today?What is alreadyachievable?And what will soon become standard? This publication offers insights into the current state of technology,application fields and the organizational foundations required. While earlyprototypesfell short of their visionary promises, first industrial pilots showpromising results and leading manufacturers have announced timelines Companies that act now, by defining strategic priorities, strengtheningorganizational readiness and building skills, will secure a decisiveadvantage for the years ahead. Management Summary Humanoid Robots Report 2025 ◼Provide insights into thedevelopmentandmaturityof thehumanoid robotics market◼Highlight emergingcapabilities,potentials, and relevantapplication fields◼Establish a foundation forstrategic decisionsandkey action fieldsfor adoption ◼Define a clearvisionandambitionwith measurable goals forhumanoid robotics adoption◼Ensure sustainable implementation throughholistic operating model alignment◼Stay informed, prepare your organization, identify use cases, and build partnerships Our studies show increasing relevance and growingCxOattentionfor humanoid robots as a lever for cost efficiency in operations Humanoid robots mark automation’s next stage–combining flexibilityand human compatibility, while specialized robots excel in efficiency Forms ofRoboticAutomation Explanation ◼Automation technologiesareevolvingfrom fixed, efficiency-driven systems towardembodiedand humanoid robotics, enablinggreater flexibility and enhancedhuman-machine interaction◼Traditional industrial robots andembodied AI areoptimized for Key takeaway Strategic adoption shouldbalance theproven efficiency of specializedrobotics with readiness to leveragehumanoid flexibilityfor complex, For certain applications, (embodied)robots remainthe more efficientandcost-effective choice. Speed of Innovation Humanoid robotics capabilities are rapidly rising, drivenby shorter development cycles and significant investments “Single-purpose humanoid” The next generation of humanoid robots is expected to surpass humanskills and speed in defined areas of application for the first time Development of RobotCapabilitiescompared to HumanSkills and Speed Explanation ◼Nearly all manufacturers aredeveloping two-legged humanoidrobots designed to surpass humansinboth capability and speed◼Latest developments showsignificant improvements◼Firstsingle-purpose robotsarealready able toexceed humanspeedin defined tasks Key takeaway Thenext leapinrobot developmentwill focus onskillsandflexibility. By2030,humanoidrobotsareexpectedtosurpass humanperfor-mancein speed and fine motor skills. Trend Radar Improved learning and skills, combined with business modelinnovations and clear regulations will drive commercialization Humanoid Robot Innovations Explanation ◼Humanoid robots combine diversetechnologies (sensors, batteries,AI, …) into oneconstantlyevolving system◼Improved interactionthroughvoice, gestures, and culturaladaptation brings robotscloser Key takeaway As sensors, AI, and cloud-based trainingadvance, humanoid robots will shift frommachines totrusted collaborators. Regulatory developmentscreateframework conditionsand safeguards. Vendors face a shift from mechanics to organizational andAI capabilities–requiring close industry collaboration China and the US are investing heavily–theirmarkets are expected to grow significantly Humanoid Robot Market Insights Explanation ◼Market forecasts for the adoption ofhumanoid robots showhighvariances, with CAGR estimatesfluctuating between 20% and70%◼Conservative scenarios expect aninstall base of more than0.5million humanoid robots in 2030and~120 million in 2050(Chinese Key takeaway Forecastsfocus on the main marketsChina and US, but the signal is transferable to Europe:Humanoidrobots are expected to achievesignificant market penetration.Increasing transactions indicate that High growth rates are expected in the short and medium term–Drivenby early adopters and industrial applications Humanoid Robot Market Insights Explanation ◼In absolute figures, enormousmarket penetrationis expectedto take placefrom 2040 onwards,driven by applications inprivatehouseholds◼Phase until 2036 is mainly driven bypilotsandindustrial applications◼With first single purpose robots Key takeaway In the short to medium term,Chinaand US are the most importantmarketsfor humanoid robot sales.With an expected installed base more Industrialized humanoid robots are estimatedto cost around 55,000 dollar per unit Explanation ◼R&Dandprototype costs arenotincluded in base calculation◼~55,000 US dollarsper unit appliesto series production, not toprototypes assumed in 2030, whosecurrent priceis around80,000 USdollars Key takeaway Falling cos