The robotics industry is expected to experience significant growth in the second half of 2025.

From Nasdaq: 2025-06-20 10:37:00

  1. The robotics industry is poised for significant growth in the second half of 2025, driven by AI integration. Companies like AMD, Tesla, Cadence Design Systems, and Serve Robotics are leading the way. The global robotics market is projected to reach $169.8 billion by 2032, with the industrial robotics market estimated to hit $162.7 billion by 2030.
  2. Healthcare robotics is advancing, with the global medical service robots sector expected to reach $51.9 million by 2030. Innovations from Johns Hopkins and Stanford showcase robots mastering surgical procedures, promising improved precision and patient outcomes. Collaborative robots (cobots) are forecasted to see a 6,100% increase in sales by 2045.
  3. In the defense and space exploration sectors, companies like Palantir, Anduril, and AeroVironment are securing major autonomous systems contracts. SpaceX’s rocket-catching robotic arms and NASA’s intelligent Mars rovers highlight the limitless potential of robotics in these fields.
  4. AMD leads the robotics market with adaptive computing solutions, empowering industrial automation and collaborative robots. Tesla is at the forefront of the robotics revolution beyond automotive, with plans to send its Optimus humanoid robot to Mars. Cadence Design Systems drives robotics innovation through AI processors, while Serve Robotics gears up for accelerated automation delivery in 2025.
  5. Research experts have identified a "single best pick to double" in the robotics sector, targeting millennial and Gen Z audiences. This company generated nearly $1 billion in revenue last quarter and presents a significant upside potential for investors. For more insights and investment opportunities in the robotics industry, explore thematic screens and cutting-edge investment themes with Zacks Thematic Screens.



Read more at Nasdaq: 4 Top Robotics Stocks to Watch in the Second Half of 2025