A recently published report from Berg Insight, an IoT-focused market research firm, indicates that the humanoid robotics sector has moved into the early stages of sustained commercial expansion. According to Berg Insight projections, yearly humanoid robot shipments are forecast to climb from roughly 16,000 units in 2026 to approximately 26 million units by 2040, reflecting a CAGR of 63.7 percent. Over the same timeframe, the worldwide humanoid robotics sector is projected to grow from $890 million to $554 billion, with Berg Insight analyst Julia Wahlen noting that the industry has reached a commercial turning point, as multiple companies are now simultaneously scaling output, building dedicated production facilities, and deploying humanoid robots in live commercial settings for the first time. The sector appears to be transitioning from prototype phases toward early commercialisation, with the competitive field now encompassing over 100 firms working on full-size humanoid robots. While the majority of firms are still at the research, prototype, or pilot phase, a handful of suppliers have begun ramping up output and moving toward full-scale commercial production. Among the firms identified in the report as active participants in the humanoid robotics sector are Figure AI, Tesla, Agility Robotics, Boston Dynamics, Apptronik, 1X Technologies, Neura Robotics, Unitree Robotics, UBTECH Robotics, AgiBot, Leju Robotics, EngineAI, and RobotEra. A defining feature of the 2025–2026 period has been a historically elevated volume of investment activity. Several humanoid robotics firms have closed substantial financing rounds, with technology giants such as Nvidia, Microsoft, Google, Amazon, Hyundai, and OpenAI expanding their stakes in the sector. Strategic alliances and deal-making are taking on greater weight as firms pursue access to embodied AI technologies, engineering talent, production capacity, and routes to market, while cellular connectivity is projected to feature more widely in humanoid robots as their integration with networked digital infrastructure deepens — a shift that one Berg Insight analyst describes as moving competition away from hardware performance alone and toward software ecosystems, embodied AI, and scalable manufacturing, with firms that combine advanced AI with cost-efficient production seen as well-placed to build lasting advantages over the coming decade. Wireless connectivity through mobile networks allows robot fleets to be monitored remotely, diagnosed, updated, and managed via cloud-based platforms, streamlining the overall operation of deployed units. According to Berg Insight projections, cellular subscriptions linked to humanoid robots are expected to rise from approximately 5,000 in 2025 to around 50.6 million by 2040, representing a compound annual growth rate of 84.9 percent. Berg Insight's latest publication examines humanoid robotics as one of the most rapidly expanding areas within the worldwide robotics sector. Covering the period to 2040, the document spans projected market trajectories, technological advances, evolving business structures, venture funding activity, merger and acquisition activity, leading use cases, and in-depth profiles of prominent humanoid robotics firms operating across the globe.
