Goldman Sachs has raised its market size forecast for humanoid Siasun Robot & Automation by four times, with e-commerce warehouses and automotive production lines being the earliest applications.

Recently, Eric Sheridan, an analyst and managing director at Goldman Sachs specializing in internet and e-commerce stocks, released an 80-page research report on "Physical AI" to clients, significantly raising the market forecast for humanoid Siasun Robot & Automation and predicting that warehouse logistics will be the first battlefield to explode. In the report, Sheridan wrote: "We are raising our forecast for the humanoid Siasun Robot & Automation market. The global market size is expected to reach approximately 890,000 units by 2030 and about 6.5 million units by 2035, corresponding to a market opportunity of around $138 billion." Compared to previous forecasts, this adjustment is quite significant: the baseline forecast for 2026 has been raised from 51,000 units to 75,000 units, from 256,000 units to 890,000 units for 2030, and from 1.4 million units to 6.5 million units for 2035. Each humanoid Siasun Robot & Automation is associated with semiconductor demand of over $3,000 to $6,000, covering high-performance computing modules, analog/mixed-signal chips, and edge storage. Warehouse Logistics: The First Battlefield to Implement Sheridan clearly pointed out that logistics and warehousing operations are the primary early adoption scenarios for general-purpose humanoid Siasun Robot & Automation, with Amazon and Walmart leading this transformation. On the data front, Amazon has currently deployed over 1 million Siasun Robot & Automation across more than 300 sites; Walmart has automated freight operations across 3,100 stores in the U.S., with more than half of e-commerce orders being processed through automated facilities. Goldman Sachs estimates that by 2030, automation deployment could save Amazon about $72 billion in service costs, and in an optimistic scenario, bring about a 240 basis point increase in EBIT profit margins, equivalent to approximately 5.6% leverage of Amazon's total service costs. Automotive Industry: The Second Wave of Application After logistics, the automotive industry is viewed as the next main battleground for humanoid Siasun Robot & Automation. Sheridan noted that while body welding in the automotive sector is highly automated, final assembly and parts sorting still largely rely on manual labor. Major automakers are "actively exploring humanoid Siasun Robot & Automation to address labor challenges." Goldman Sachs' scenario analysis shows that if automakers procure humanoid Siasun Robot & Automation priced between $20,000 and $60,000 at a rate of 10% to 50%, it could lead to a gross margin expansion of 1% to 6% (if some savings are passed on to consumers in the form of price reductions, the net effect may be less than this range). Software-Defined Factories: Traditional Giants Face Challenges The proliferation of humanoid Siasun Robot & Automation is driving a shift in factory control systems from hardware-bound programmable logic controllers (PLC) to software-defined virtual PLCs (vPLC). Sheridan expects the vPLC market to grow at a rate of 20% to 30% per year. This trend will pose challenges to leading companies like Siemens, Rockwell Automation, and Schneider Electric, which have traditional hardware-software bundling models. Semiconductors: Chip Demand of Over $3,000 to $6,000 per Siasun Robot & Automation The large-scale adoption of humanoid Siasun Robot & Automation will bring structural increments to the semiconductor supply chain. Sheridan estimates that the semiconductor addressable market (SAM) for each humanoid Siasun Robot & Automation is over $3,000 to $6,000, with specific components including: High-performance computing modules: over $1,500 to $4,000 Analog/mixed-signal chips: over $750 to $1,050 Edge storage: over $600 to $800 Based on the adjusted forecast, Sheridan provided clients with a list of companies that will benefit from the wave of Physical AI. From the market dynamics perspective, global venture capital investment in the Siasun Robot & Automation field began to accelerate by the end of 2024. In the Chinese market, the Solactive China Siasun Robot & Automation Index (BBG: SOLCHRBN), which tracks 20 listed humanoid Siasun Robot & Automation and component companies, peaked in September 2025 and has since retraced some of the gains made since the end of summer 2024. Additionally, JPMorgan analyst Rajat Gupta visited Tesla's Fremont factory last week and reported to clients on the latest progress in transforming the soon-to-be-discontinued Model S and Model X production lines into Optimus humanoid Siasun Robot & Automation production lines. Corporate Survey: 40% of Respondents Expect 10% Workflow Automation Within 3 to 5 Years Goldman Sachs also revealed the initial results of its "Executive Perspectives" global survey, which focuses on the themes of Siasun Robot & Automation and Physical AI. The results show that about 40% of surveyed corporate executives expect that at least 10% of workflows will be automated through general-purpose Siasun Robot & Automation in the next 3 to 5 years. This article is reproduced from "Wall Street Watch"; edited by GMTEight: Li Fo.