Embodied AI: Investments in humanoid robotics rising in industry
Investments in embodied AI and humanoid robots are increasing globally. Both global technology conglomerates and industrial component manufacturers are now positioning themselves for a large-scale transformation of the manufacturing sector.

What happened?
Development in embodied AI and humanoid robotics is accelerating globally. Established industrial giants and new technology companies are investing in physical AI systems designed for manufacturing and logistics. To meet rising demand, component manufacturers and technology conglomerates are establishing new specialized business units and ventures.
Key facts
| Uppskattat antal humanoider i Kina år 2050 | Cirka 300 miljoner |
|---|---|
| Ny Samsung-enhet | Robotics eXperience |
”I takt med att branschen för humanoida robotar med förkroppsligad AI fortsätter att växa blir stabila leveranser avgörande.”
Why it matters
These investments are driven by the goal of improving production efficiency and addressing future labour shortages in industry. Concurrently, the rapid development is prompting trade union concerns regarding job security, while creating technical demands for stable supply chains for advanced mechanical components.
Who is affected?
The development impacts the manufacturing industry, robotics companies, trade unions, and industrial workers. Component suppliers and technology investors are also directly affected by the shift towards physical AI.
Impact on the EU
Within the EU, stringent requirements regarding safety and data protection influence how embodied AI and humanoid robots may be implemented in industry and public spaces. Simultaneously, European actors face the challenge of keeping pace with global investment levels.
What else you should know
Forecasts from Morgan Stanley indicate that there could be approximately 300 million humanoid robots in use in China by 2050. Meanwhile, concerns are being reported among industrial workers and trade unions, such as at Hyundai factories, regarding the pace of automation and its impact on human labour.
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