Advanced Manufacturing & Robotics

The industrial robotics market hit $43 billion in 2024, growing at 12% CAGR, as labor shortages, reshoring trends, and AI-driven automation converged. China installed 290,000 industrial robots in 2023 — more than the rest of the world combined. Humanoid robots from Tesla (Optimus), Figure AI, and Boston Dynamics are beginning commercial pilots in automotive and logistics, with Goldman Sachs projecting a $38 billion humanoid robot market by 2035.