Recently, Counterpoint Research released a forecast report on physical AI devices, estimating that the cumulative shipments of physical AI devices worldwide will reach 145 million units between 2025 and 2035. Of these, drones will account for 59 million units, robots will reach 48 million units, and the shipment of autonomous vehicles is expected to be 38 million units.
In the report, Counterpoint pointed out that the humanoid robot market will become the fastest-growing segment in the field of physical AI. It is estimated that by 2028, the cumulative installations of humanoid robots will exceed 100,000 units, representing a sevenfold increase from 2025. This forecast indicates that humanoid robots have broad application prospects in the future and may play an important role in various industries.
Peter Richardson, Vice President of Counterpoint Research, emphasized that autonomous vehicles are the foundational layer of current physical AI development, and the technological similarities between humans and machines are driving rapid progress in this field. Although autonomous driving technology, computing power, and real-time connectivity have driven this advancement, attention should still be paid to its value-driven nature in practical applications.
The performance of drones in the field of physical AI is also impressive, and they are becoming one of the first applications to achieve large-scale deployment. Their rapid adoption in logistics, surveillance, and enterprise scenarios has significantly increased the demand for drones, which is expected to continue growing strongly in the coming years.
Key Points:
🔹 The cumulative shipments of physical AI devices are expected to reach 145 million units between 2025 and 2035.
🔹 The humanoid robot market is expected to reach 100,000 units by 2028, with a growth of seven times.
🔹 Drones have become the first application to achieve large-scale deployment in the field of physical AI, with continuously growing market demand.
