#forecast

Nov 12, 2026

JPMorgan sees 300,000 to 400,000 US-made humanoids by 2030, a forecast that leans on Tesla

JPMorgan expects U.S. humanoid robot production of 300,000 to 400,000 units by 2030 and about 1.5 million by 2035. By the bank's own count of what other U.S. makers are aiming for, most of that volume has to come from Tesla.

Nov 12, 20262 min readSources verified

2 min readSources verified

Nov 3, 2026

Humanoids

GGII cuts its China humanoid forecast to 50,000-plus units and sees 15% of makers gone within three years

Gaogong Consulting now expects China to ship more than 50,000 humanoids this year, below the 60,000-plus it forecast in January, and says more than 15% of humanoid companies will fold or be bought within three years. Its price forecasts show where the squeeze comes from.

Nov 3, 20262 min readSources verified

2 min readSources verified