Boston Dynamics

JPMorgan projects US humanoid robot output will reach 300,000 to 400,000 units by 2030 and about 1.5 million by 2035, driven by labor shortages and falling costs. The report flags dexterous hands, actuators, robot brains and production capacity as key bottlenecks, noting most US makers target only 10,000 to 30,000 units annually and that component suppliers offer better near-term investment opportunities than OEMs.

Boston Dynamics released a video showing a modified Atlas humanoid with electric scooter wheels bolted to its ankle actuators via custom adapters, requiring no major hardware or software rebuild beyond swapping feet for wheels in simulation. The wheeled Atlas can jump and spin, sprint laterally, and completed a jump-and-spin on its first try using a trajectory-tracking controller, serving as a testbed for sustained actuator load and heavy-payload performance. It is a research platform, not a commercial product.

Samsung SDI has been selected to supply batteries for Boston Dynamics' Atlas humanoid robot, handling nearly all initial shipments while LG Energy Solution's limited capacity keeps it a secondary source. Atlas is slated for mass production in 2028 or later, with a pack of 70 2170 cylindrical cells totaling about 1.3 kWh.