Toyota’s $6.4bn robotics estimate puts physical AI in focus
ainews ·
Toyota Motor has estimated that expanding automation across its factories, group companies, and major suppliers could require approximately 400,000 robots and annual spending of about 1 trillion yen ($6.4 billion) starting in 2028. This significant investment plan was discussed with investors in September, though the company has not confirmed if the full expenditure will proceed or how long it would continue. The estimate encompasses both replacements for existing machinery and new installations, covering humanoid and non-humanoid systems for industrial use, logistics, and human-robot collaboration. Toyota is actively developing 'physical AI' technologies, such as the KumiPro parts-picking robot and the ELEY embodied learning robot, to address labor shortages and improve precision in manufacturing. The company is also bridging the gap between simulation and reality by using reinforcement learning and collaborating with Boston Dynamics on the Atlas humanoid robot. These efforts build on earlier automation successes, such as the fully automated piston assembly line at the Kamigo Plant, which overcame previous maintenance challenges faced by overseas facilities. Meanwhile, competitors like Hyundai Motor Group are also advancing humanoid robot deployment, planning to introduce Atlas units in Georgia starting in 2028. Japan remains a key market for industrial robotics, having installed over 44,000 units in 2024 alone.
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