{"question":"Who raised or cut guidance in humanoid robotics?","domain":"humanoid robotics","key":"guidance_changes","url":"https://www.frontiertechintelligence.com/questions/humanoids/guidance-changes","days":90,"count_recent":24,"count_total":64,"since":"2025-04-05","latest":"2026-11-01","companies_named_most":[{"name":"DEEP Robotics","mentions":2,"url":"https://www.frontiertechintelligence.com/companies/deep-robotics"},{"name":"KDDI","mentions":2,"url":"https://www.frontiertechintelligence.com/companies/kddi"},{"name":"Unitree","mentions":2,"url":"https://www.frontiertechintelligence.com/companies/unitree"},{"name":"AgiBot","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/agibot"},{"name":"Sakana AI","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/sakana-ai"},{"name":"SK hynix","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/sk-hynix"},{"name":"Tesollo","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/tesollo"},{"name":"UBTech Robotics","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/ubtech-robotics"}],"findings":[{"date":"2026-11-01","finding":"IDC cuts 2030 U.S. humanoid robot sales outlook 58% under FCC foreign-robot rules","detail":"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%.","outlet":"Robot News","companies":[]},{"date":"2026-10-19","finding":"China published new guidance on embodied artificial intelligence.","detail":"China issued new embodied-AI guidance on October 19, 2026, as the country advances policies for robotics and embodied intelligence.","outlet":"Humanoids Daily","companies":[]},{"date":"2026-10-16","finding":"DEEP Robotics deployed its DR02 humanoid robot for traffic-management testing in Hangzhou.","detail":"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.","outlet":"Robot News","companies":[{"name":"DEEP Robotics","url":"https://www.frontiertechintelligence.com/companies/deep-robotics"}]},{"date":"2026-10-14","finding":"Tesollo expects cumulative robotic hand and gripper sales to exceed 1,000 units in 2026.","detail":"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.","outlet":"RoboticsTomorrow","companies":[{"name":"Tesollo","url":"https://www.frontiertechintelligence.com/companies/tesollo"}]},{"date":"2026-10-09","finding":"Deep Robotics tests DR02 humanoids on rainy Hangzhou roads","detail":"Deep Robotics ran rainy-weather trials of its DR02 humanoid robots in Hangzhou, where the robots handled traffic guidance and tourist queries.","outlet":"humanoid.guide","companies":[{"name":"DEEP Robotics","url":"https://www.frontiertechintelligence.com/companies/deep-robotics"}]},{"date":"2026-09-29","finding":"IDC raised its 2030 forecast for global humanoid robot shipments to more than 750,000 units.","detail":"IDC increased its projection for worldwide humanoid robot shipments in 2030 to over 750,000 units.","outlet":"TechNode","companies":[]},{"date":"2026-09-26","finding":"Barclays revises humanoid robot commercialization timeline to 2035","detail":"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.","outlet":"Robot News","companies":[]},{"date":"2026-09-25","finding":"Barclays forecasts 10,000 tons of PEEK demand from humanoid robot production by 2030.","detail":"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.","outlet":"Humanoids Daily","companies":[]},{"date":"2026-09-25","finding":"Barclays forecasts 10,000 tons of PEEK demand from one million humanoid robots by 2030","detail":"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.","outlet":"Humanoids Daily","companies":[]},{"date":"2026-09-23","finding":"SK Securities forecasts TiRobotics will achieve operating profit of 7.1 billion KRW and revenue of 98.3 billion KRW in 2027.","detail":"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.","outlet":"Robot News","companies":[{"name":"SK hynix","url":"https://www.frontiertechintelligence.com/companies/sk-hynix"}]},{"date":"2026-09-22","finding":"IDTechEx projects humanoid robot battery demand to reach 10.5 GWh by 2037","detail":"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.","outlet":"Robot News","companies":[]},{"date":"2026-09-15","finding":"Goldman Sachs raises 2035 humanoid robot shipment forecast to 6.5 million units","detail":"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.","outlet":"humanoid.guide","companies":[]}]}