In the Know Jay Huang: The Dawn of the Next Robot Age
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Mar 17, 2026 Jay Huang, a global automation analyst tracking robotics and industrial automation trends, discusses a looming robot renaissance. He covers robot market sizes, leaders in industrial and humanoid robots, advances in vision and path planning, regional adoption differences, Keyence’s sensor edge, and forecasts for humanoid growth and remaining human-only tasks.
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China Trip Found Rapid Humanoid Progress
- Jay's China trip focused on humanoid robots and found rapid progress from a few to many capable walkers.
- Leading humanoids now navigate obstacles and unseen staircases, showing clear technical advances in locomotion.
AI Models And Multimodal Data Are The Humanoid Bottleneck
- Two main barriers for humanoid robots are specialized AI models and multimodal datasets including tactile, force and motion data.
- Existing LLMs and visual models are inadequate; robots need pressure, force and motion datasets we currently lack.
Humanoid Robots Could Scale Exponentially
- Jay expects rapid progress: humanoid shipments could reach ~1 million units/year by 2031 and ~50 million/year over two decades.
- He cites accelerating development and translating AI advances into physical robots driving this scale.