Humanoid robot production forecast: J.P. Morgan sees US output of 400,000 units by 2030

J.P. Morgan said on Thursday that US humanoid robot production will reach 300,000 to 400,000 units a year by 2030 and about 1.5 million a year by 2035, as the industry moves out of demonstrations and into commercial deployment. The brokerage published the outlook the same day contract logistics firm GXO signed a letter of intent with Apptronik to scale its Apollo humanoid, a pairing that gives the forecast a concrete near-term order book to point at.

Key Takeaways J.P. Morgan projects US humanoid robot output of 300,000 to 400,000 units a year by 2030 and about 1.5 million by 2035, driven by labor shortages, cost parity with wages and rising factory capacity. GXO and Apptronik signed a letter…