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UNEXPECTED AI: PHYSICAL AI DEVICE SHIPMENTS TO REACH 145 MILLION UNITS BY 2035

Los Angeles Times

|

May 17, 2026

New and rapidly developing tech will bring artificial intelligence into real-world situations

- -Paul Williams

UNEXPECTED AI: PHYSICAL AI DEVICE SHIPMENTS TO REACH 145 MILLION UNITS BY 2035

The global physical AI market is entering a rapid growth phase as advances in robotics, edge computing, generative Al, vision technologies and sensor technologies increasingly enable machines to interact intelligently with the real world. Cumulative physical AI device shipments, including for vehicles, robots and drones, will reach 145 million units during 2025-2035, according to Counterpoint Research's latest Global Physical AI Market Tracker report.

Talking about the AI market landscape, Counterpoint's principal analyst Soumen Mandal said, "Physical AI represents the next major evolution of Al. While the first AI wave focused on digital intelligence - software that understands text, images and data, the next wave brings AI into the physical world, allowing machines to perceive their surroundings and interact autonomously." Counterpoint's physical AI research covers multiple types of autonomous systems embodying spatial sensor-backed AI blended with a digital world. This includes self-driving vehicles, robots, drones and eventually newer form factors such as cameras. Within robotics, the service, industrial and humanoid segments will make up the bulk of the autonomous systems with embodied Al.

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