South Korean electronics giant LG Electronics recently announced at CES 2025 that it will increase its investment in the development of humanoid robots, aiming for breakthroughs in this field using its AI model technology Q9. In recent years, LG has launched a series of service robots, such as the LG CLOi ServeBot and GuideBot, which primarily rely on wheeled mobility and possess limited flexibility and dexterity. LG Electronics CEO Kwon Bong-seok stated at the press conference that robots are the future of humanity.

At the recent Consumer Electronics Show (CES), NVIDIA CEO Jensen Huang delivered an ambitious speech about the future of artificial intelligence and robotics. He stated that the robotics industry is facing a 'trillion-dollar' market opportunity, with rapid growth expected in the coming years. Huang emphasized the application of AI models in various types of robots, particularly humanoid robots and autonomous vehicles. He mentioned that NVIDIA's collaboration with Toyota will advance autonomous driving technology.

According to Qunzhi Consulting, the overall demand for robots globally shows a continuous growth trend, with an expected shipment scale of approximately 47 million units in 2024, maintaining a compound annual growth rate of over 20% for the next five years. Furthermore, the revenue scale is expected to reach nearly $128 billion by 2029. Image source note: Image generated by AI, with image licensing provided by Midjourney. In terms of shipment volume, Qunzhi Consulting's data indicates that in 2023, consumer robots accounted for about 81% of the global market shipments, maintaining a long-term dominant position in the robot market.

Tesla CEO Elon Musk has raised the idea that human memories and cognitive states could be uploaded to the cloud and downloaded into humanoid robots, attracting widespread attention. He envisions the Tesla Optimus robot not only performing dangerous and repetitive tasks but also becoming a companion, caring for children, and even participating in sports events. Musk predicts that there will be 10 billion robots globally, with a market size of $25 trillion, far exceeding the electric vehicle market. Tesla plans to begin production of the Optimus robot next year, with expected pricing.