Industry research
Scope
US
Companies
86
Table of contents
What does the robotics market landscape look like in the US?
The US robotics market exhibits varied levels of consolidation across segments. The industrial robotics sector remains concentrated among large firms such as Fanuc (JP), ABB Group (CH), Midea Group (CN; KUKA), Yaskawa (JP), Seiko Epson Corporation (JP) and Kawasaki Heavy Industries (JP), holding ~59% of the global market share in 2023. In contrast, the service and specialized robotics sectors are fragmented and face competition from large diversified players like Hyundai Motor Company (KR; Boston Dynamics), ABB Group (CH), Northrop Grumman (US), Tesla (US) and Amazon (US), that continue to invest and integrate their core capabilities with advanced technologies. To form industry relevance, specialists partner with or acquire adjacent technology to expand product lines and serve end-to-end capabilities across diverse applications (e.g. Locus Robotics acquired Waypoint). Additionally, some differentiate through software prowess and focus on specific verticals or use cases. For example, PROCEPT BioRobotics concentrates solely on surgical robotics for treating benign prostate hyperplasia.
What is the level of investor activity in the US's robotics industry?
Investor-led interest has been significant, with ~70% of identified assets backed by financial sponsors (as of September 2025). Herein, sponsor-led interest mainly stems from (i) the emergence of AI and machine learning, which enhance efficiency, precision and adaptability across various applications, (ii) government research funding and policy initiatives that accelerate innovation and deployment, (iii) persistent labor shortages that drive widespread adoption of robotic systems to boost productivity and (iv) the rise of Robotics-as-a-Service (RaaS), which lowers upfront costs and makes automation accessible especially for SMEs. On the other hand, deterring factors for investors include (i) high capital intensity with unclear ROI timelines, (ii) supply chain and geopolitical risks that disrupt component availability, extend lead times and inflate costs and (iii) integration challenges from legacy infrastructure and outdated IT systems.
What are the key ESG considerations in the US's robotics industry?
ESG considerations encompass environmental, social and governance challenges. Key environmental concerns include energy consumption, emissions, e-waste, end-of-life disposal of robotic hardware and the sourcing of rare earth elements. Herein, incumbents are responding through energy-efficient systems, renewable integration, circular-economy practices, responsible minerals due diligence and formal recycling programs. Social risks stem from workforce displacement, retraining needs, safety concerns in healthcare, logistics and defense applications, as well as ethical issues tied to autonomous decision-making. To address these, firms invest in large-scale reskilling programs, embed safety-by-design principles and implement algorithmic auditing for transparency and accountability. Governance priorities center on data security, IP protection and regulatory compliance, which are addressed through embedded governance guidelines and robust cybersecurity strategies.
Technavio (February 2025) estimates that the global robotics market generated ~$54.4bn in revenue in 2024 and forecasts it to reach ~$73.2bn by 2029 (+6.1% CAGR 2024-2029)
The global humanoid robot market is projected to grow from ~$1.3bn in size in 2025 to ~$38.0bn by 2035 (+40.1% CAGR 2025-2035; Heptagon Capital, February 2025)
The emergence of AI and machine learning fuels growth across the robotics sector, as these technologies enable robots to perform complex tasks in dynamic environments, increase precision, boost efficiency, enhance adaptability and expand the range of applications they can address. To illustrate, AI adoption in industrial robots has raised operational efficiency by ~20%, while its application in surgical robotics has improved precision by ~25% (Pathstone, August 2025; The White House, July 2025; WiFi Talents, June 2025)
Government research funding and policy initiatives (e.g. the One Big Beautiful Bill Act) accelerate the development and deployment of robotic technologies. Herein, federal and state programs (e.g. Connecticut’s ~$25m grant program) continue to expand funding, grants and tax incentives, which will accelerate innovation and drive broader adoption of robotics across industrial and commercial applications (InnovateEnergy, August 2025; CT Insider, January 2025)
Persistent labor shortages create strong incentives to adopt robotic systems across industrial and service sectors. Gaps in skilled labor, amplified by demographic shifts that limit workforce supply, prompt organizations to deploy robots to supplement human work (i.e. ~770k unfilled roles in the US manufacturing/logistics sector). To illustrate, >80% of global industrial manufacturers cite labor shortages as a driver for robotics adoption (PatentPC, August 2025; Forbes, July 2025; Robotics Tomorrow, June 2025; Marion Street Capital, May 2025)
Adaptability concerns arise from high upfront capital expenditures, which remain prohibitive for many mid-market or resource-constrained operators. Unclear ROI timelines and extended payback periods, compounded by macroeconomic downturns in cyclical sectors such as manufacturing, logistics and construction, further undermine adoption and slow industry growth. According to a survey by McKinsey & Company, ~71% of executives cite capital costs as the top barrier to robot adoption (PatentPC, August 2025; Forbes, July 2025; Mintz, June 2025)
Geopolitical tensions, trade restrictions and instability in key chip-producing regions (e.g. Taiwan) create shortages of semiconductors and precision sensors, which disrupt production timelines across the US robotics industry. Additionally, tariffs on robotic components (e.g. motors, sensors, batteries and other critical parts) can raise costs, extend lead times and inflate inventories (Franki T, May 2025; Al Mayadeen, April 2025; SDC, June 2023)
Integration obstacles limit the pace of robotics adoption. Legacy infrastructure and outdated IT systems create greater complexity and longer timelines to integrate advanced robots into current operations, which slows customer ramp-up and requires additional technical support to ensure successful deployment (OPEX, July 2025; Fulfillment IQ, May 2024)
With the full report, you’ll gain access to:
Detailed assessments of the market outlook
Insights from c-suite industry executives
A clear overview of all active investors in the industry
An in-depth look into 86 private companies, incl. financials, ownership details and more.
A view on all 348 deals in the industry
ESG assessments with highlighted ESG outperformers
