Barclays: Humanoid Robot Market Could Reach $200 Billion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 18 2026
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Source: Yahoo Finance
- Massive Market Potential: Barclays estimates that the humanoid robot market could grow from its current $2-3 billion to $200 billion by 2035, indicating significant investment potential and future growth opportunities in this sector.
- Technological Advancements: Over the past decade, advancements in robotics have reduced unit costs by 30-fold, particularly in the 'brawn' segment, which accounts for nearly 50% of production costs and may become a bottleneck as deployment scales.
- Wide Industry Applications: The demand for humanoid robots is increasing across various sectors, including manufacturing, logistics, agriculture, healthcare, and hospitality, particularly in the context of aging populations and labor shortages, highlighting their importance in the global labor market.
- Structural Advantages Emerging: Barclays notes that regions with deep manufacturing expertise, such as Europe, have a structural advantage in the humanoid supply chain, resembling the complex supply chains of the automotive industry, which may position them favorably for future commercial expansion.
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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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