The Humanoid Robotics Gap in Industry

October 29, 2024

Samer Al Moubayed

The Humanoid Robotics Gap in Industry

Manufacturing is a prime application for humanoids because of its structured environment. However, the ability of these robots to interact with humans remains a key issue to be addressed to move from basic automation to collaboration.

If there is one technology that’s driving more excitement than artificial intelligence (AI) at the moment, it’s a particular application of AI—humanoid robots. In fact, many industry observers expect that one of the largest transitions in the global labor market is going to happen as a result of the development of a new generation of robots, specifically those in human form-factor. Goldman Sachs, for example, predicts the total addressable market for humanoid robots will reach $38 billion by 2035, with a substantial portion of this growth to come from the use of these robots use in structured environments like manufacturing.  

Despite all the current excitement around humanoid robots, there remains a strong debate about the design of humanoids. One relates to their form factor while the other focuses on their current capabilities for human-like interaction.

The assumption that designing a robot in human form automatically enhances its functionality is not straightforward. But there are strong arguments for why it is a powerful form factor:  

  • Much of the world is built to fit the human form factor (homes, stores, factories), therefore, a robot operating in this world can only benefit from having a human-like form factor and mobility.
  • Because humans thrive on interacting with people, the thesis is that, if a technology was designed to look like us, we would instinctively be able to interact with it more easily.  

Why manufacturing is a key market for humanoids

Looking at the early markets for humanoid robots, the factory floor stands out as a prime candidate. This is for several reasons including the fact that factory floors are typically more structured environments (unlike other human-inhabited spaces).  Additionally, tasks performed in these settings are often isolated, making it easier to train robots to perform specific tasks in a controlled, predictable environment.