J.P. Morgan forecasts 300k-400k US humanoid robots by 2030, 1.5M by 2035
xmercury_one · x · 2026-11-13
Citing J.P. Morgan's forecast via Reuters: US humanoid robot production is projected to reach 300,000-400,000 units by 2030, jumping to about 1.5 million units by 2035 — roughly a 4-5x ramp over five years.
The attached chart (by XMAQUINA) visualizes the trajectory and notes that figures beyond 2030 are illustrative interpolation, not official J.P. Morgan numbers. The poster sees short-term pain but a bright future.
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