1. | EXECUTIVE SUMMARY |
1.1. | Pain Points and Trends of Humanoid Robots |
1.2. | Choice of components - cost-efficiency is the key? |
1.3. | Component trend - modularity, efficient materials, and power efficiency |
1.4. | Trend: Cost Reduction With Volume Upscaling and Universal Tasks |
1.5. | Summary of humanoid robots |
1.6. | Maturity of commercialization of humanoid robots by application |
1.7. | Summary of critical hardware components in humanoid robots |
1.8. | Actuator - technical comparison and challenges |
1.9. | Summary of motors |
1.10. | Benchmarking reducers |
1.11. | 3D visual systems to sense surroundings |
1.12. | Benchmarking tactile sensors by technology |
1.13. | Cost analysis by component |
1.14. | Summary of software and functions |
1.15. | Humanoids market by country and primary use-case |
1.16. | Benefits and challenges of humanoid robots in the logistics industry |
1.17. | Estimated timeline of tasks handled by humanoid robots in the logistics industry |
1.18. | Humanoid robot tasks in the automotive industry: near established vs. emerging applications |
1.19. | Ambitious goals of humanoid deployment from BYD and Tesla |
1.20. | Technical Challenges for Humanoid Robots in the Automotive Industry |
1.21. | Commercial and regulatory challenges for humanoids in automotive industry |
1.22. | Market size and volume forecast of humanoid robots in the automotive and logistics industry |
1.23. | Battery capacity (GWh) forecast for humanoid robots used for industries: 2025-2035 |
1.24. | Humanoid robot hardware component volume forecast: 2025-2035 |
1.25. | Humanoid robot hardware component market size forecast: 2025-2035 |
2. | INTRODUCTION |
2.1. | Humanoid Robotics Overview |
2.2. | Why humanoid robots and what is the difference between humanoid robots and specialized robots? |
2.3. | What is accelerating the adoption of humanoid robots? |
2.4. | What is holding back the adoption of humanoid robots? |
2.5. | Over 1 billion humanoid robots by 2040 - Comments from Elon Musk |
2.6. | A fast-growing humanoid robotics industry |
2.7. | Leading players enter the space of humanoid robotics |
2.8. | Key catalyst events summary |
2.9. | Cosmos and Nvidia's Isaac GR00T |
2.10. | Synergies between automotive industry and humanoid robotics industry |
2.11. | Cost analysis - Optimus (1/2) |
2.12. | Cost analysis - Optimus (2/2) |
2.13. | Partnerships and adoption |
3. | MAJOR CUSTOMERS AND USE CASES |
3.1. | Overview |
3.1.1. | Sectors that most likely to adopt humanoid robot (1/2) |
3.1.2. | Sectors that most likely to adopt humanoid robot (2/2) - fast growth in 2024 |
3.1.3. | Humanoids market by country and primary use-case |
3.1.4. | Maturity of commercialization of humanoid robots by application |
3.1.5. | Summary of humanoid robots (1/3) |
3.1.6. | Summary of humanoid robots (2/3) |
3.1.7. | Summary of humanoid robots (3/3) |
3.2. | Automotive industry |
3.2.1. | Automotive industry - collaborations (1/2) |
3.2.2. | Automotive industry - collaborations (2/2) |
3.2.3. | Humanoid robots and automotive OEMs (1/2) |
3.2.4. | Humanoid robots and automotive OEMs (2/2) |
3.2.5. | Tasks of humanoid robots in automotive industry |
3.2.6. | Automotive - UBTech's humanoids used for materials handling at BYD |
3.2.7. | Automotive - Nio uses UBTech's humanoid doing pilot operation at factories |
3.2.8. | Zeekr also followed Nio to deploy UBTech's humanoids in their factories |
3.2.9. | Figure AI's Figure 02 works with BMW |
3.2.10. | Apptronik's Apollo with Mercedes-Benz |
3.2.11. | Humanoid Robot Tasks in the Automotive Industry: Near Established vs. Emerging Applications |
3.2.12. | Ambitious goals of humanoids deployment from BYD and Tesla |
3.2.13. | Technical Challenges for Humanoid Robots in the Automotive Industry |
3.2.14. | Commercial and regulatory challenges for humanoids in automotive industry |
3.2.15. | Opportunities for humanoids in automotive industry |
3.3. | Logistics industry |
3.3.1. | Introduction to humanoid robots in logistics industry |
3.3.2. | Benefits and challenges of humanoid robots in the logistics industry |
3.3.3. | Agility Robotics - Leading Humanoid Robot Player in the Logistics Industry |
3.3.4. | Cooperative area for humanoid robots used in warehouses - safety challenge |
3.3.5. | BYD - UBTech's last mile delivery with humanoid robots |
3.3.6. | GXO and Apptronik |
3.3.7. | Figure's Helix: Humanoid Robotics in Logistics |
3.3.8. | Estimated timeline of tasks handled by humanoid robots in the logistics industry |
3.4. | News and players involved in humanoid robotics industry |
3.4.1. | Meta getting into humanoid robot |
3.4.2. | Nvidia's Humanoid Robot Technologies |
3.4.3. | Cosmos and Nvidia's Isaac GR00T |
3.4.4. | Apptronik raised US$350 million in series A funding |
4. | DESIGN, MANUFACTURING, AND COMMERCIAL CHALLENGES |
4.1. | Summary of challenges |
4.1.1. | Design and manufacturing challenges (1/3) - Summary |
4.1.2. | Design and manufacturing challenges (2/3) - Summary |
4.1.3. | Design and manufacturing challenges (3/3) - Summary |
4.1.4. | Commercial and social barriers for adopting humanoid robots |
4.1.5. | Challenges around humanoid robot integration |
4.1.6. | UniTree |
4.1.7. | Manus - MetaGloves for Hand-Tracking for Motion Capture |
4.2. | Design and manufacturing challenges |
4.2.1. | Design and manufacturing challenges - actuators (motors + reducers) |
4.2.2. | Design and manufacturing challenges - reducers |
4.2.3. | Design and manufacturing challenges - motors and thermal management (1/2) |
4.2.4. | Design and manufacturing challenges - motors and thermal management (2/2) |
4.2.5. | Design and manufacturing challenges - batteries and cooling |
4.2.6. | Design, manufacturing, and commercial challenges - tactile sensors |
4.3. | Regulatory and commercial challenges |
4.3.1. | Concerns: safety, regulation, and data privacy |
4.3.2. | How to work around safety and regulatory requirement - cooperative space for industrial settings |
4.3.3. | Lack of enough evidence to prove the return on investment |
4.3.4. | Regional regulations for humanoid robots |
5. | COMPONENT LEVEL ANALYSIS |
5.1. | Overview |
5.1.1. | Component summary of humanoid models |
5.1.2. | Summary of critical components in humanoid robots |
5.1.3. | Cost analysis by component |
5.1.4. | Component overview - Tesla Optimus |
5.1.5. | Component overview - Unitree G1 |
5.2. | Actuators Overview |
5.2.1. | Actuators - introduction |
5.2.2. | Actuators - componentry level split |
5.2.3. | Actuators categorization: linear and rotary |
5.2.4. | Linear and rotary actuators and their pros and cons |
5.2.5. | Linear and rotary actuators and their applications in humanoids' joints |
5.2.6. | Actuator categorization: electric, pneumatic and hydraulic |
5.2.7. | Actuator - technical comparison and challenges |
5.2.8. | Actuation: direct drive or geared setting? |
5.3. | Motors |
5.3.1. | Electric motors are getting increasingly popular |
5.3.2. | A summary of motors for different humanoid robotics companies |
5.3.3. | Direct drive motors - frameless motors |
5.3.4. | Frameless motors - can be used for direct drive actuator or geared actuation |
5.3.5. | Brushed/Brushless motors |
5.3.6. | Coreless motors - type of brushed motors |
5.3.7. | Benefits and drawbacks of coreless motors |
5.3.8. | Summary of motors |
5.3.9. | Use case: Tesla Optimus motors |
5.4. | Reducers |
5.4.1. | Reducer Overview: Harmonic, Planetary, and RV Reducers |
5.4.2. | Benchmarking Reducers (1/2) |
5.4.3. | Benchmarking Reducers (2/2) |
5.4.4. | Harmonic reducer |
5.4.5. | Design, manufacturing and material challenges of harmonic reducers |
5.4.6. | RV Reducer |
5.4.7. | Design, manufacturing and material challenges of RV reducers |
5.4.8. | Planetary reducer |
5.4.9. | Thermal management challenges of planetary reducers |
5.4.10. | Design and manufacturing challenges of planetary reducers |
5.4.11. | Use cases: Tesla Optimus |
5.5. | Screws |
5.5.1. | Introduction to different types of screws |
5.5.2. | Ball screws - component and technical analysis (1/2) |
5.5.3. | Ball screws - component and technical analysis (2/2) |
5.5.4. | Planetary roller screws - introduction and key components |
5.5.5. | Planetary roller screws benefits and drawbacks |
5.5.6. | Challenge of planetary roller screws: manufacturing with high quality at large scale |
5.5.7. | Material considerations of planetary roller screws |
5.5.8. | Tesla Optimus: roller screws and ball screws |
5.5.9. | Future trend of screws for heavy-duty tasks |
5.6. | Bearing |
5.6.1. | Introduction to bearings |
5.6.2. | Categorization of bearings |
5.6.3. | Comparison of ball bearing and roller bearing |
5.7. | Sensors - cameras, LiDAR, radar, and ultrasonic sensors |
5.7.1. | 3D visual systems to sense the surroundings |
5.7.2. | Use Case: Tesla Optimus Camera |
5.7.3. | Use Case: UBTech's Walker S1 with multi-cameras |
5.7.4. | Use Case: UBTech's Walker X with multi-cameras and ultrasonic sensors |
5.7.5. | Use Case: Boston Dynamics: LiDAR, depth sensor and RGB camera |
5.7.6. | Pure Camera or LiDAR + Camera Solution? |
5.7.7. | Outlook: cameras and LiDAR in humanoid robots |
5.7.8. | Comparison of LiDAR, cameras, and 1D/3D ultrasonic sensors |
5.7.9. | Comparisons of LiDAR, camera & ultrasonic sensors - (1) |
5.7.10. | Comparisons of LiDAR, camera & ultrasonic sensors - (2) |
5.7.11. | LiDAR costs and technical analysis for uses in humanoid robots |
5.7.12. | Necessity and categorization of LiDAR in humanoids |
5.7.13. | LiDAR cost breakdown and scanning methods |
5.7.14. | mmWave Radar |
5.8. | Tactile Sensors |
5.8.1. | Tactile sensors - introduction to the technologies behind the sensors |
5.8.2. | Tactile sensors - high value components for humanoid robotics |
5.8.3. | Benchmarking tactile sensors by technology |
5.8.4. | Use Case: Tactile Sensors into Sanctuary.AI's Phoenix General Purpose Robots |
5.8.5. | Use Case: 6D Tactile/Force Sensors into Tesla's Optimus |
5.8.6. | Paxini - Tactile sensors for humanoid robot fingers |
5.8.7. | Comparison of Paxini's tactile sensors with traditional tactile sensors |
5.8.8. | Unitree uses Nexdor and Hanwei's tactile sensors |
5.8.9. | Gelsight - Digit: camera-based tactile sensor for hands |
5.8.10. | Flexible tactile is the trend, however, technical and material challenges remain |
5.8.11. | Tactile sensing on hands and feet |
5.8.12. | Tactile sensing and e-skins on body |
5.8.13. | Challenges of tactile sensors and electronic skins |
5.8.14. | Summary of tactile sensors |
5.9. | Software, AI and Chips |
5.9.1. | AI hardware and software introduction |
5.9.2. | Summary of software and functions |
5.9.3. | Software - Simulation/training environments and perception/sensing |
5.9.4. | Software - motion planning and control |
5.9.5. | Software - foundation model |
5.9.6. | Lack of training data - pain points of AI - synthetic data generation |
5.9.7. | Nvidia Isaac GR00T - synthetic data generation |
5.9.8. | Multi-contact planning and control for humanoid robots |
5.10. | Batteries and power electronics for charging |
5.10.1. | Humanoid's batteries - parameters comparison |
5.10.2. | Challenges of batteries |
5.10.3. | Limited battery endurance - fast charging or battery swapping - thermal management challenges and potential solutions |
5.10.4. | Swappable battery that runs for four hours continuously |
5.10.5. | Outlook for batteries in humanoids |
5.10.6. | Battery capacity per humanoid robot for industrial applications forecast: 2025-2045 |
5.11. | High-performance materials |
5.11.1. | Shape Metal Alloys |
5.11.2. | Magnesium alloy - trend towards lightweight humanoid robot |
5.11.3. | Technical challenges of magnesium alloy and Honda's ASIMO |
5.11.4. | PEEK - costs and technical properties |
5.11.5. | Applications of PEEK in Humanoid Robot Components |
5.11.6. | Challenges and market outlook for PEEK in humanoid robots |
5.11.7. | Commercial PEEK materials that can be used for humanoids |
5.11.8. | Material performance comparison of PEEK, aluminum and magnesium alloy |
5.11.9. | NdFeB - rare earth permanent magnets |
5.11.10. | Rare earth metals are commonly used in electric vehicles, leading to supply chain synergies to humanoid robotics industry |
5.11.11. | Ultra High Molecular Weight Polyethylene (UHMWPE) |
5.11.12. | Steel materials for humanoid robots - estimated gravimetric requirement per type of material for Optimus |
5.11.13. | Summary of material preference for humanoid robot |
5.12. | Arm Effectors |
5.12.1. | Key points of humanoid's arm effectors |
5.12.2. | Hot swappable arm effectors |
5.12.3. | Technical barriers of humanoid's hands |
5.12.4. | Actuation methods of humanoid's hands |
6. | MARKET FORECASTS AND FUTURE TRENDS |
6.1. | Market size forecast of humanoid robots in the automotive industry: 2025-2035 |
6.2. | Volume forecast of humanoid robots in the automotive industry: 2025-2035 |
6.3. | Volume forecast of humanoid robots in the logistics and warehousing industry: 2025-2035 |
6.4. | Market size forecast of humanoid robots in the logistics and warehousing industry: 2025-2035 |
6.5. | Cost forecast of humanoid robot: 2025-2035 |
6.6. | Battery capacity (GWh) forecast for humanoid robots used for industries: 2025-2035 |
6.7. | Humanoid robot hardware component volume forecast: 2025-2035 |
6.8. | Humanoid robot hardware component market size forecast: 2025-2035 |
7. | PROFILES |