Flagship market report

Humanoid Robot Market Report 2026

Updated May 2026 · 20 chapters

The complete picture of the humanoid industry as it moves from demos to deployment — market sizing and timelines, demand signals, robot hands, embodied AI, safety, the supply chain and the U.S.–China contest. A shared, data-driven baseline for investors, builders, suppliers and integrators, with insights from eight industry leaders including Aaron Saunders (former CTO of Boston Dynamics, now at Google DeepMind).

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Supplier strategy 2026–2027

The Humanoid Robot Supply Chain

226 pages · 16 chapters · 27 figures · 49 tables

A focused supplier playbook for the $38B humanoid opportunity. It maps actuators, sensors, power, compute and integration, with five positioning archetypes and concrete moves for Tier 1 and Tier 2 suppliers to claim their place before the supply chain locks in around 2027–28 — while Chinese suppliers already hold 63–70% of the chain.

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The robot brains

Humanoid Foundation Models

~100 pages · 24 chapters · 40 models rated

The brains are being rebuilt. A deep look at the AI driving humanoid robots — the shift from vision-language-action models to world models that imagine the world before they act, the labs racing to own the robot brain, the data moat, the geopolitics and the money. Includes an independent catalogue of 40 foundation models, each scored on a 0–10 Brain Score.

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