The questions · Humanoid robotics · Who raised or cut guidance in humanoid robotics?

Who raised or cut guidance in humanoid robotics?

Forecasts and outlooks raised, cut or confirmed · 24 findings in the last 90 days · 64 since 5 Apr 2025 · latest 1 Nov 2026

Frontier Tech Intelligence reads 100+ sources in eleven languages every day and tags every dated finding that bears on this question. In the last 90 days, 24 findings in humanoid robotics did; the companies named most often were DEEP Robotics (2), KDDI (2), Unitree (2). Since 5 Apr 2025 the count is 64. Below are the latest findings with their outlet and date, and the companies they name.

The latest findings

  1. IDC cuts 2030 U.S. humanoid robot sales outlook 58% under FCC foreign-robot rules

    IDC’s recent analysis finds U.S. Federal Communications Commission regulations on foreign-made advanced robots will leave 2030 U.S. humanoid robot sales 58% below the pre-regulation forecast and reduce the market’s compound annual growth rate from 13% to about 9%.

    Robot News

  2. China published new guidance on embodied artificial intelligence.

    China issued new embodied-AI guidance on October 19, 2026, as the country advances policies for robotics and embodied intelligence.

    Humanoids Daily

  3. DEEP Robotics deployed its DR02 humanoid robot for traffic-management testing in Hangzhou.

    In early October 2026, DEEP Robotics placed DR02 at tourist-heavy venues and congested intersections in Hangzhou during China’s National Day holiday. The robot provided information and guidance, controlled traffic, and helped maintain order, including during rainy conditions.

    Robot News · DEEP Robotics

  4. Tesollo expects cumulative robotic hand and gripper sales to exceed 1,000 units in 2026.

    The South Korean robotic-hand company forecasts cumulative 2026 sales of more than 1,000 robotic hands and grippers, driven by demand from humanoid robotics, Physical AI, and industrial automation.

    RoboticsTomorrow · Tesollo

  5. Deep Robotics tests DR02 humanoids on rainy Hangzhou roads

    Deep Robotics ran rainy-weather trials of its DR02 humanoid robots in Hangzhou, where the robots handled traffic guidance and tourist queries.

    humanoid.guide · DEEP Robotics

  6. IDC raised its 2030 forecast for global humanoid robot shipments to more than 750,000 units.

    IDC increased its projection for worldwide humanoid robot shipments in 2030 to over 750,000 units.

    TechNode

  7. Barclays revises humanoid robot commercialization timeline to 2035

    Barclays, a UK-based global financial institution, has pushed back the large-scale commercialization timeline for general-purpose humanoid robots from prior forecasts to around 2035, citing a delay of approximately 5 years. The revision was outlined in a research note published on September 18, 2026.

    Robot News

  8. Barclays forecasts 10,000 tons of PEEK demand from humanoid robot production by 2030.

    Barclays analysts project that a target of one million humanoid robots by 2030 would require approximately 10,000 tons of PEEK (polyether ether ketone) material. Kingfa's robotics technical lead questions the validity of most current applications, highlighting a gap between today's designs and future forecasts.

    Humanoids Daily

  9. Barclays forecasts 10,000 tons of PEEK demand from one million humanoid robots by 2030

    Barclays estimates that deploying one million humanoid robots by 2030 could generate demand for approximately 10,000 tons of PEEK, a high-performance engineering thermoplastic.

    Humanoids Daily

  10. SK Securities forecasts TiRobotics will achieve operating profit of 7.1 billion KRW and revenue of 98.3 billion KRW in 2027.

    The firm projects the company will turn profitable in 2026 driven by vacuum robot shipment recovery and new ESS-related sales from Ford Energy, with industrial humanoid commercialization contributing to 2027 targets of 98.3 billion KRW revenue and 7.1 billion KRW operating profit.

    Robot News · SK hynix

  11. IDTechEx projects humanoid robot battery demand to reach 10.5 GWh by 2037

    IDTechEx's report 'Batteries for Humanoid Robots 2027-2037: Technologies, Key Companies and Outlook' forecasts that battery demand for humanoid robots will reach 10.5 GWh by 2037, driven by market growth and the need for longer operational times with minimal charging downtime in industrial settings.

    Robot News

  12. Goldman Sachs raises 2035 humanoid robot shipment forecast to 6.5 million units

    Goldman Sachs has increased its forecast for humanoid robot shipments in 2035 from 5 million to 6.5 million units, citing expected demand leadership from logistics, warehousing, and automotive sectors.

    humanoid.guide

Members see all 24 findings of the period and the answer written from them, by segment and company, updated daily.

Named most often, last 90 days

2DEEP Robotics2KDDI2Unitree1AgiBot1Sakana AI1SK hynix1Tesollo1UBTech Robotics

Mentions in findings that bear on this question. Each company has a file.

The same question elsewhere

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Questions this page answers

Who raised or cut guidance in humanoid robotics?

24 dated findings in humanoid robotics bear on this in the last 90 days (forecasts and outlooks raised, cut or confirmed). The companies named most in the last 90 days: DEEP Robotics (2), KDDI (2), Unitree (2), AgiBot (1), Sakana AI (1). Latest: IDC cuts 2030 U.S. humanoid robot sales outlook 58% under FCC foreign-robot rules (Robot News, 1 Nov 2026) China published new guidance on embodied artificial intelligence. (Humanoids Daily, 19 Oct 2026) DEEP Robotics deployed its DR02 humanoid robot for traffic-management testing in Hangzhou. (Robot News, 16 Oct 2026) Frontier Tech Intelligence, from 100+ sources.

Which companies in humanoid robotics are named most for forecasts and outlooks raised?

The companies named most in the last 90 days: DEEP Robotics (2), KDDI (2), Unitree (2), AgiBot (1), Sakana AI (1). Counted over 24 findings of the last 90 days.

What are the latest findings on forecasts and outlooks raised, cut or confirmed in humanoid robotics?

IDC cuts 2030 U.S. humanoid robot sales outlook 58% under FCC foreign-robot rules (Robot News, 1 Nov 2026) China published new guidance on embodied artificial intelligence. (Humanoids Daily, 19 Oct 2026) DEEP Robotics deployed its DR02 humanoid robot for traffic-management testing in Hangzhou. (Robot News, 16 Oct 2026)

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