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March 7, 2025
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4 minute read
Tesla could capture half the US humanoid robot market by 2027
In 2025, the US humanoid robot industry is taking its first bold steps, with Adamas projecting just over 3,200 units will be produced across key players, a figure poised to grow more than tenfold to 36,700 by 2027.
Tesla, mirroring its electric vehicle (EV) dominance, is on track to capture nearly half the market by 2027, leveraging its manufacturing might and AI expertise.
Competitors like Agility Robotics, Figure AI, Boston Dynamics, Apptronik and emerging players are also scaling, driven by strategic partnerships and early deployments. However, for these projections to come to fruition, robot prices must continue to fall, use cases must prove viable, regulatory barriers must ease and supply chains must hold firm.
