Commercialization of Humanoid Robots

Humanoid robots are entering pilot deployments across logistics, retail, and manufacturing. The pitch: general-purpose, bipedal machines that can work in human spaces without expensive retooling.

This shift is driven by technical progress — faster control loops, better perception, and scalable foundation models — but also by timing. Persistent labor shortages and supply chain volatility have created new demand for flexible automation. Major tech players and startups alike are securing supply chain deals and pilot partnerships to bring lab-scale robots to commercial floors.

Venture capital is pouring in. Governments are backing national robotics programs. Research talent is moving fast from academia to startups.

Goldman Sachs Research projects that the global market for humanoid robots could reach $38 billion by 2035, with shipments rising to 1.4 million units. This revision reflects faster-than-expected cost declines, advances in AI, and an accelerated timeline for deployment in both industrial and consumer settings.

For Humanoid, commercialization is a top priority. The company is developing HMND 01 robots with a clear focus on practical, market-ready solutions rather than just robotics research. The first use cases include simple pick-and-place tasks, like taking items from shelves and putting them into totes. The company was founded in May 2024 and is already moving into commercial testing with leading retailers just a year later.