Humanoid robot batteries seen as an $850 million market by 2037
IDTechEx forecasts 34.2% yearly growth for humanoid batteries, driven by new robots and spare packs for swapping, while Agility and XPENG take different routes.
Research firm IDTechEx expects the market for humanoid robot batteries to reach US$850 million by 2037. Its forecast assumes a compound annual growth rate of 34.2% over ten years. The figure counts packs for new robots and also spare packs needed when robots swap batteries instead of waiting to recharge.
The report compares lithium-ion, solid-state and lithium-sulfur cells on energy density, power, safety, cycle life and production readiness. IDTechEx expects newer chemistries to gain ground as manufacturing matures, though they cost more and are made at small scale today.
Two makers show the range of approaches. Agility plans a nine-minute recharge after 90 minutes of work for Digit 5, using Nyobolt technology, with early access expected in the first half of 2027. It has not shared pack capacity, charging power or cycle-life results. XPENG says the solid-state battery for its IRON robot is in small-batch production, but has published no performance numbers, and it is unclear whether the cell is fully or semi-solid.
Why it matters
For buyers, the real measure is how much reliable work a robot does per shift, including the cost of chargers and spare packs. Watch for Agility's early-access results and for XPENG to confirm its chemistry and runtime. IDTechEx's detailed assumptions sit in a paid report, so the forecast cannot yet be checked independently.
Source: Humanoids Daily
