▾ G11 Media Network: | ChannelCity | ImpresaCity | SecurityOpenLab | Italian Channel Awards | Italian Project Awards | Italian Security Awards | ...
InnovationOpenLab

Barclays Research Finds Humanoid Robotics On Track to Become a $200 Billion Market by 2035

Barclays Research today released a new Impact Series report The Future of Work: AI Gets Physical, highlighting humanoid robots as the next frontier for artificial intelligence. Designed in human form,...

Immagine

Physical AI Emerges as the Next Major Industrial Growth Wave

LONDON: Barclays Research today released a new Impact Series report The Future of Work: AI Gets Physical, highlighting humanoid robots as the next frontier for artificial intelligence. Designed in human form, these robots are moving from labs into real-world settings, with the potential to reshape sectors from manufacturing to healthcare.

Breakthroughs in AI reasoning, actuator technology and battery systems have cut production costs 30-fold over the past decade, paving the way for commercial adoption. As ageing populations and labour shortages intensify, humanoids could take on repetitive, physically demanding tasks - augmenting rather than replacing human workers in labour-intensive industries.

Barclays Research estimates the global humanoid robotics market, currently $2–3 billion, could reach $200 billion by 2035 under the most optimistic scenarios. Europe may hold a competitive edge in the supply chain thanks to its expertise in precision engineering and automotive manufacturing, particularly in actuator systems, which account for around half of production costs. China is also emerging as a major force, accounting for the majority of new humanoid robot models and rapidly scaling its innovation and manufacturing footprint.

“Humanoid robots represent a structural shift in automation,” said Zornitsa Todorova, Head of Thematic FICC Research Barclays. “As they move from concept to commercial reality, the implications for labour markets and industrial strategy are profound.”

Barclays’ Impact Series uses data-driven analysis to explore economic, demographic and disruptive changes affecting markets, sectors and society at large. The key findings of today’s report include:

  • Why now: Demographic pressures and labour shortages are creating demand for humanoids in manufacturing, logistics, healthcare and other sectors struggling to fill critical roles.
  • The ‘three Bs’: Advances in brains (software), brawn (physical motion capabilities), and batteries are driving cost declines. Actuators - the robotic “muscles” - are the largest cost component, accounting for roughly 50% of humanoid production costs.
  • Industrial overlap: Humanoids share complexity with automotive manufacturing, offering Europe a natural advantage.
  • Investment opportunity: As humanoid production scales, physical AI is emerging as the next major industrial theme - shifting value creation from software to hardware. This opens new upside for actuator makers, precision‑component suppliers and automation leaders who were largely absent from AI’s first wave.

Read the full report here.

About Barclays

Our vision is to be the UK-centred leader in global finance. We are a diversified bank with comprehensive UK consumer, corporate and wealth and private banking franchises, a leading investment bank and a strong, specialist US consumer bank. Through these five divisions, we are working together for a better financial future for our customers, clients and communities. For further information about Barclays, please visit our website home.barclays

Fonte: Business Wire

If you liked this article and want to stay up to date with news from InnovationOpenLab.com subscribe to ours Free newsletter.

Related news

Last News

RSA at Cybertech Europe 2024

Alaa Abdul Nabi, Vice President, Sales International at RSA presents the innovations the vendor brings to Cybertech as part of a passwordless vision for…

Italian Security Awards 2024: G11 Media honours the best of Italian cybersecurity

G11 Media's SecurityOpenLab magazine rewards excellence in cybersecurity: the best vendors based on user votes

How Austria is making its AI ecosystem grow

Always keeping an European perspective, Austria has developed a thriving AI ecosystem that now can attract talents and companies from other countries

Sparkle and Telsy test Quantum Key Distribution in practice

Successfully completing a Proof of Concept implementation in Athens, the two Italian companies prove that QKD can be easily implemented also in pre-existing…

Most read

Bretton AI Raises $75M Series B, Rebrands from Greenlite AI to Build the…

Bretton AI, formerly Greenlite AI, today announced a $75 million Series B funding round and the company’s rebrand to Bretton AI, marking an expansion…

MassPay Closes Breakthrough 2025 with 286% Growth, Major Partnership Milestones

MassPay, a leading global payout orchestration platform, today announced it closed 2025 with explosive growth, delivering 286% growth in December volume…

Zoya Technologies Unveils ZoyeMed 3.0, an Edge-Native Autonomous AI Clinic,…

Zoya Technologies today unveiled ZoyeMed 3.0, an edge-native clinical terminal designed to deliver autonomous primary and acute care with humans in the…

AST SpaceMobile Announces Proposed Repurchases of up to $300.0 Million…

AST SpaceMobile, Inc. (“AST SpaceMobile”) (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly…

Newsletter signup

Join our mailing list to get weekly updates delivered to your inbox.

Sign me up!