2025-2035年人形机器人发展趋势报告（英）-ABUNDANCE360

1ABUNDANCE360Brought to you by Abundance360© PHD Ventures, Inc, 2025, All-rights reserved.“We will have 10 Billion Humanoid Robots on Earth by 2040.” – Elon MuskMeet the Top 16 Humanoid Robots Shaping the Decade Ahead, and their Impact on Industries, Society and our Economy 2025-2035 METATREND REPORTABUNDANCE360TABLE OF CONTENTSLeadership Thoughts 1Humanoid Robotics Dashboard 2Opening Thoughts 37 Key Takeaways on Humanoid Robots 4Robots That Shaped our Vision of the Future 5Humanoid Robots: Historical Context 6Enabling Technologies: The Perfect Storm of Innovation 8Enabling Market Conditions 11Enabling Affordability 14First Principles Thinking & Humanoid Robotics 16Market Size: How Big Can It Get? 1916 Major Players 225 Market Leaders Tesla (Optimus) 23 Figure AI (Figure 02) 26 Agility Robotics (Digit) 29 Boston Dynamics (Atlas) 31 Unitree (H1, G1) 3311 Up-and-Comers 1X Technologies (NEO) 35 Agibot (Yuanzheng A2) 36 Apptronik (Apollo) 37 Beijing HRIC (Tiangong) 38 EngineAI (SE01) 39 Engineered Arts (Ameca) 40 Fourier Intelligence (GR-2) 41 Kepler (Forerunner K2) 42 Robot Era (Star1) 43 Sanctuary AI (Phoenix) 44 Xpeng 45Investment Climate & Opportunities 46Major Implications: Jobs & Abundance 47How to Keep Up, Survive and Thrive 501“If you've got a sentient humanoid robot that is able to navigate reality and do tasks at request, there is no meaningful limit to the size of the economy.”— Elon Musk, CEO, Tesla“We are in the human-labor business, and today 50% of Global Domestic Product (GDP) is paying humans to do work every day, in other words human labor. That amounts to a marketplace of $40 trillion a year. It's 10 times bigger than all of transportation combined.”— Brett Adcock, CEO, Figure AI“Humanoid robots will be as common as cars are today. 100 years from now, it’s very clear, we’ll have humanoid robots everywhere. They will likely be the largest volume mechanical system the world makes.”— Jensen Huang, CEO, NVIDIA“By 2040 there could be a billion bipedal robots doing a wide range of tasks, freeing humans from the slavery of the bottom 50% of really undesirable jobs like assembly line and farm workers. This could be a larger industry than the auto industry.”— Vinod Khosla, Khosla VenturesLEADERSHIP THOUGHTS2DASHBOARDPOTENTIAL MARKET SIZE $38 billionGoldman Sachs$3 trillionMacquarie Group$24 trillionArk InvestUNIT COST TODAY $250,000Morgan StanleyUNIT COST PREDICTED $20,000Elon MuskTOP 5 INDUSTRIES IMPACTED• Agriculture• Construction• Eldercare• Logistics• ManufacturingTOP 5 PLAYERS IN 2025• Figure AI• Tesla Optimus• Agility Robotics• Boston Dynamics• Unitree3OPENING THOUGHTSI was compelled to create this Metatrend report because the coming wave of humanoid robots will have a vast impact on society that is widely underappreciated. It will transform our lives at home and work. How Many?: In my conversations with Elon Musk, Brett Adcock, Cathie Wood, and Vinod Khosla, the p