The Reports
Independent deep dives from humanoid.guide
The market, the joint, the supply chain, the robot brains – and the plan for the company that has to be ready for them. Each a standalone, data-driven study of where humanoid robotics is heading. Read the full report.
Humanoid Robot Market Report 2026
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).
Read the full report →The Humanoid Actuation Report
Strip away the shell and a humanoid is a collection of actuators with a computer attached – between 28 and 44 of them, carrying 40–60% of the bill of materials. This report takes the joint apart layer by layer: motors, gearing, screws, bearings, sensors and drive electronics. Thirty platforms in one architecture matrix, a 75-vendor directory with an exposure tier against every name, Tesla Optimus reconstructed from the primary record, and the five cost curves that gate adoption to 2036.
Read the full report →The Humanoid Robot Supply Chain
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.
Read the full report →Humanoid Foundation Models
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.
Read the full report →Corporate Preparation for Autonomous 24/7 Humanoid Workers
The other four reports describe the industry. This one describes what your organization has to do about it. Roughly 13,000 humanoids shipped in 2025, and most corporate pilots still stall – not because the robots can't do the work, but because the enterprise around them was never asked to be ready. A five-year TCO model ($6.70 an hour against $46.30 for US manufacturing labor), six payback scenarios, a vendor scorecard, union positions in four jurisdictions, the standards that apply and the ones that don't exist yet, and a dated 2026–2031 roadmap with owners, budgets and gates.
Read the full report →Five reports, one industry – choose your entry point.
Each report is available as a single-user or enterprise license on its own page. For bundles or team-wide access, get in touch.
