How did today's humanoid robot revolution begin in such a short time? If you have taken a look at the technology press lately, you will see that Tesla's famous autonomous robot Optimus is mentioned. You will be surprised by the huge investment of $675 million received by another humanoid robot developer named Figure AI and the investors behind it, or you will see that Unity, a Chinese manufacturer, has already put its robot on sale for $150000. Humanoid robots are a candidate to be one of the most exciting technological developments of the coming days, and of course, they are preparing to offer us investment opportunities and, on the other hand, to completely change our lifestyle, and to join our lives in every field, from the production sector to the healthcare sector. I have prepared a super exciting file for you about this.
First, let's take a look at a few recent news in the press about humanoid robots. One of these is, of course, Tesla's robot named Optimus. Optimus actually started as a joke at Tesla. When a human made a robot, he danced at a Tesla meeting. But Elon Musk believes in this very much. They made a huge investment and now we have a robot that can walk, move, perform serious maneuvers and, most importantly, use its hands well. It shows us the use of hands, picking up and holding eggs, picking up and dropping various objects, and choosing the right ones. There is a tremendous development. Many Tesla analysts think that this has not yet been reflected in the stock price, but that one day this robot will seriously add value to Tesla's value when it actually starts to be produced and used first in Tesla factories and then outside.
Another important development is the investment received by a company called Figure AI. This is a humanoid robot development company that received a tremendous investment, close to 650 million dollars, with a valuation of 2.6 billion dollars. Those who invest are also very interesting: Jeff Bezos is the owner of Amazon, Nvidia, Microsoft and Open AI. So, you can also consider everyone in the artificial intelligence game as a direct competitor to Tesla's Optimus. Because there is also Open AI, with whom Elom Musk has not been on good terms lately, among the founders. Figure AI's robot makes coffee for its human owner. Let's call it the owner, at least for now. He inserts the capsule. In fact, he has difficulty placing the capsule at first. Then he finds the correct shape, learns it himself, and then picks up the coffee mug from the bottom and delivers it to its owner. Of course, they didn't produce this robot to make us coffee.
The main use of this robot will be production. The robot moves around the factory and picks up some crates and places them on the production line. However, if you watch the video carefully, you will see that these safes are still empty. Our robot isn't super balanced anyway. The case shakes a little when you lift it, but no matter what, they are on their way and they are so well on their way that they have already signed a cooperation agreement with BMW. BMW says it wants to see these robots in its factories. Industrial robots are not new to the automotive industry. However, the difference between humanoid robots is that they do not need to be reprogrammed each time, and since they have a humanoid design, they can easily work alongside workers in the factory. We do not yet know when the robots in this agreement of BMW will be delivered and when they will start working. But it is certain that there is such an order.
Another interesting development is from the Chinese manufacturer Unity. Unity had animalistic robots before. Dog-like work robots were already being used, especially in production areas, areas such as rescue, and mining. The prices are 1600 dollars and 2700 dollars. But now it has put its humanoid robot Unitree H1 up for sale at a price of 150000 dollars. Frankly, whether 150000 dollars is expensive or cheap depends on what this robot can do. First of all, a solid robot does not mind being pushed around like that. He is nearly 1.80 tall. It weighs 70 kilos. Unity says that you can use our robot in risky rescue missions in your factory or risky production areas. It has its own lidar, radar, and can detect its surroundings. It has a depth camera. It is also supported by artificial intelligence. In this way, he can learn on his own. It has a high number of moving parts and flexibility of movement. He also gives a serious guarantee and says that this will be the robot of the coming years. If you want to order it for 150000 dollars. It can perform certain climbing and descending movements. He looks pretty strong.
Of course, I only gave three examples. There are tons of other companies in this field that directly produce their own robots or invest in robots. Humano robot is a subcategory of this. Its difference from industrial robots is that it will participate in daily life with us. It should already be designed humanely. The reason is so that these people can help us in the places where they live in daily life and in the factories where they work. It has a wide range of usage areas. One of the first things that comes to mind is, for example, the healthcare sector in Japan. Because in Japan, the number of elderly population far exceeds the young population. It is said that robots will take care of the elderly. Of course, they will come to increase production in factories. There will be a place for robots in dangerous rescue missions and mining operations.
The robot market is growing very fast. If you scan the internet, you may come across different studies. But roughly 50% annual growth is expected between 2023 and 2028, and it is thought that this market will reach a size of 13.8 billion dollars by 2028 and 28 billion dollars by 2032. I find these numbers quite modest. Because the speed of development of robots is very high and they can assist people in more and more jobs. Frankly, I'm a little more assertive. A new report from Goldman Sachs has been published. He also says that we will be able to reach 38 billion dollars worth of robots in 2035. It has an interesting title. Are humanoid robots the next smartphone? He says will he participate in our lives that much?
When we look at today's developments compared to a year ago, Goldman Sachs thinks that the pace is much higher than expected and has increased the expectation for 2035 from 6 billion dollars to 38 billion dollars. Goldman Sachs report states that the $37.8 billion market will consist of three separate segments: low spec, mid spec and high spec. For example, if Tesla's robot is successful, it looks like it will enter high spec. In other words, robots that can do more humanoid things. When we look at the sales figures, it presents different scenarios. He thinks 11.6 million robots will be sold in the Blue Sky scenario. The normal expectation is between 6.5 million and 1.5 million for 2035. He says that in the worst case scenario, 700,000 robots will be sold. I think these numbers will rise again. I believe we can reach billion robots perhaps by 2035. Because imagine if the robot could join our lives as an assistant in all production areas, in the healthcare sector, and maybe even at home. As long as robots continue to show their progress so far.
Goldman Sachs shows that the cost of parts for robots has also dropped significantly, going down roughly 15-20% per year. Wright's law seems to come into play here too. The number of humanoid robots produced yet is very, very small. For this reason, the costs are high, but as the quantities increase, the costs seem to decrease. Maybe then 150000 dollar robots will drop to 15000 - 20000 dollars. Why do we definitely need these robots? Because there is a labor shortage in the world. The labor shortage at Goldman Sachs' manufacturing site in the United States will increase in the coming years. One of the main reasons for this is population decline. Especially in developed societies, the population is not increasing but decreasing. There are very depressing figures regarding China and Japan.
Another issue is the deterioration of demographic balance. There are fewer young people and more elderly people needing care. There are many people who cannot work. In this case, we really need productive robots in our factories. Likewise, there is a need for patient care robots. The first areas of business seem to be these. Another issue is, of course, increasing productivity and being more efficient. But we might really need robots. Because robots can work for longer hours without getting tired and without many needs. This could pave the way for a serious productivity explosion.
And of course, it is thought that robots will be used a lot in dangerous tasks. Goldman Sachs again shows in its report that there has been a serious increase in the number of people killed and injured in work accidents in recent years. Robots can step in as a precaution against this. Once you find a market that is growing by 50%, you should invest there. In my opinion, it seems wise to invest in the robot industry. Of course, this needs to be a long-term investment. Because, as you can see, the increase in the number of these robots depends on the developments in technology, the decrease in costs, and artificial intelligence.
Because self-learning of these robots with artificial intelligence neural learning programs, rather than coding, will also reduce costs. Currently, for example, a lot of code needs to be written for robots used in industry. But new methods such as learning by seeing, learning by imitation, and learning by trial and error can now be used in robots such as Tesla's Optimus. This will enable the capabilities of robots to increase very quickly. The recent revolution in GPUs and imaging technology seems to pave the way for this. But how will these develop? It is difficult to imagine in what time period all this will happen. Therefore, if you are going to invest in the robot industry, you need to look at the long term.
In an article by Forbes, he gave good examples of how to invest in this sector. First of all, he is talking about companies like Microsoft, Nvidia, and C3.AI that work directly in this sector. I don't know why they didn't include Tesla here. You also need to include Tesla. Of course, all microchip manufacturers and robotics manufacturers can be in your investment area. If you are having a hard time choosing, there are some very good ETFs in this area. Here it is under different names such as UBOT, BOTZ, IQM, AIQ. Some of them invest in both artificial intelligence and robots, some invest only in robots. You can easily do research yourself.
If you research Robotics ETFs, you can find many funds. It is difficult to predict which of these companies will be successful. It is difficult to predict which will experience rapid growth. So maybe ETF might be a smarter strategy. Wherever there is an improvement in productivity, investments will continue to pour in. Here too, very big players are pouring money into the robot industry right now. They believe very much in the future of this field. Maybe in the future, robots will develop further and behave a little more human-like. We will be friends with them. We will dance and do yoga with them. The coming days will show these.
But this is a very serious matter. The flow is very clear, you need to prepare yourself for it. Investment is just one aspect of this business. On the other hand, if you are a business person, you may need to think about how to make your business more efficient with robots, or you may need to think about producing parts and software for the robot industry. If you are a student, what do I do in a world where robots are running around? What an opportunity I have. I think it's time to give this some thought. Yes, humanoid robots are a bit disturbing, but they are extremely real, they will be in our lives soon.
The information, comments and recommendations contained herein are not within the scope of investment consultancy. Investment consultancy services are provided within the framework of the investment consultancy agreement to be signed between brokerage firms, portfolio management companies, banks that do not accept deposits and customers. The comments in this article are only my personal comments and these comments may not be appropriate for your financial situation and risk return. For this reason, investments should not be made based on the information and comments in my articles.
