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[BUSINESS] · Japan, United States · 2 sources

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Toyota accelerates robotics investment to automate factories

Toyota is significantly expanding its robotics and artificial intelligence investments to modernize production lines and address global labor shortages. The company plans to deploy approximately 400,000 robots, with an estimated annual investment of 1 trillion yen (roughly $6.4 billion) starting in 2028 to support factory automation across its group and supply chain.

Toyota’s strategy includes the development of Large Behavior Models in collaboration with Boston Dynamics to enable robots to learn tasks through human demonstration. This technology is being applied to the Atlas humanoid robot and Toyota’s own ELEY humanoid robot, which is designed for fine motor tasks like part handling. Additionally, Walden Robotics, a spin-off from Toyota Research Institute that received $300 million in funding, has already deployed general-purpose robots in Toyota’s North American facilities.

This move places Toyota in direct competition with companies like Tesla, which aims for high-volume production of its Optimus humanoid robot, and Hyundai, which plans to produce Boston Dynamics’ Atlas robots in the United States by 2028. Analysts suggest that Toyota’s ability to integrate robotics, AI, and manufacturing processes could allow it to capture between 3% and 8% of the global humanoid robot market by 2035.

Entities

Boston Dynamics · Hyundai Motor Group · Tesla · Toyota · Walden Robotics

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