Barclays Research: Humanoid Robots Lead a New Era of Automation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 19 2026
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Source: Newsfilter
- Humanoid Robot Market Potential: Barclays Research estimates that the humanoid robot market could reach $200 billion by 2035, reshaping labor supply and investment opportunities as production costs decline and deployment accelerates.
- China's Leadership in Robotics: China accounted for 85% of global humanoid robot deployments in 2025, and with strong manufacturing scale and state support, robots could fill 60% of the workforce gap by 2035, driving economic growth.
- Economic Restructuring through Automation: Humanoid robots are set to automate entire job roles and tasks previously deemed unautomatable, potentially altering the substitutability between labor and capital, thus driving productivity growth and economic transformation.
- Positive Market Impact: Barclays Research argues that physical AI's effects are not zero-sum, likely enhancing productivity and asset returns, and while it will reshape labor income structures, the overall impact on growth and markets is expected to be positive.
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About BCS
Barclays PLC is a diversified bank with five divisions comprising Barclays UK, Barclays UK Corporate Bank, Barclays Private Bank and Wealth Management, Barclays Investment Bank and Barclays US Consumer Bank. The Barclays UK division represents businesses that sit within the United Kingdom ring-fenced bank, Barclays Bank UK PLC and its subsidiaries, and comprises Personal Banking, UK Business Banking and Barclaycard Consumer UK. The Barclays UK Corporate Bank division offers lending, trade and working capital, liquidity, payments, and FX solutions for corporate clients. Barclays Private Bank and Wealth Management division comprises the Private Bank, Wealth Management, and Investments businesses. Barclays Investment Bank division incorporates the Global Markets, Investment Banking, and International Corporate Banking businesses. Barclays US Consumer Bank division represents the United States credit card business, focused on the partnership market, as well as an online deposit franchise.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Class Action Preparation: The firm is preparing a class action to seek compensation for investors who purchased Barclays securities, with no out-of-pocket fees required, which is likely to encourage more affected shareholders to participate.
- Stock Price Impact: Following the related news, Barclays American Depositary Shares (ADS) fell by 3.99% on February 27, 2026, and an additional 2.3% on March 2, indicating market concerns regarding its financial health.
- Firm's Reputation: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, demonstrating its expertise and influence in handling similar cases.
See More
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See More
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- Interest Rate Hike Expectations: Anticipation of potential interest rate hikes by the Federal Reserve has weakened demand for long-term bonds, resulting in rising yields that reflect investor caution regarding future economic conditions.
- AI Investment Impact: While the AI investment boom may enhance productivity in the long run, it exacerbates inflationary pressures in the short term, leading bond markets to demand higher returns on long-term debt, thereby affecting capital allocation.
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- Diverse Application Scenarios: Humanoid robots can operate in a wide range of environments, including factories, hospitals, hotels, retail stores, and homes, utilizing existing tools and infrastructure, thereby reducing the need for significant infrastructure changes and enhancing their market adaptability and practicality.
- Significant Cost Reduction: Over the past decade, production costs for humanoid robots have plummeted from approximately $3 million to around $100,000 today, with some Chinese manufacturers achieving even lower costs through vertically integrated supply chains and large-scale production, further enhancing market accessibility.
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