矢野経済研究所: Physical AI robot shipments to hit 3.21 million by 2035

Yano Research Institute's survey, released on Nov 13, frames today's Physical AI robot market as being at a stage of demonstration and early commercialization, where performance and economics are being verified for specific tasks and limited environments. The categories it tracks span industrial and collaborative robots, AGVs and AMRs, humanoid and quadruped robots, service robots and drones, and the firm says development and demonstration are spreading across these to handle non-standard environments where object placement and surrounding conditions change.

The forecast rests on an expected evolution from systems that execute fixed motions to autonomous systems that understand their environment and generate and adjust actions accordingly, driven by progress in AI models, data and control software. Demand is projected to grow mainly in areas that conventional automation has found difficult, such as high-mix production and non-standard work, with labor shortages, rising labor costs and the need to secure manufacturing competitiveness cited as background.