F·PRIMEFStateofRobotics2021-2025
The robotics industrv is hitting an inflection nointCompaniesareExitsarerampingupMassivemarkettailwindsscalingrapidlyfuelinginvestmentgrowth33%$20BMarket capgrowth ofUS$250M+ acauisitions inInvestment into robotics this.public roboticscompaniesyear, reaching an all-timehigh24%63xMedian revenue growth ofNewoublicroboticscompaniesGrowth inGeneralPurdosepublic robotics companiesworth$500M+in2024&2025Robotics. fueled bv Al disruption87%ZXEnterprisevalue arowth ofGrowthin Defenserobotics.privateroboticsunicornsfueled byaovernment demand,F/PRIME
Investment in Robotics in 2025 has reached all-time highsRobotics InvestmentByGeography,SB$20.4B$19.9B$18.9B$13.0B80%$16.3B$15.3B$16.5Bofinvestmentsgo to companies$8.5Bin the Americas$10.1B$5.7BTotal$2.9B$3.9BAmericas$2.4B$2.5B$2.5BEurope$0.7B$0.4B$0.2B$0.2BIsraelS0.3B20212022202320242025FPRIMESource: Pitchbook,F-Pime team anays; Quise exdfrom2024fgures
Investment pace in 2025is driven by Vertical and General Purpose RoboticeAnnual venture fundingfor US, European and Israelirobotics companies$19.9B$20.4BTotal$18.9B50.1B-$2.0BRobotics$2.2B$1.4R$6.1Ba robotics leveraging1.either in humanoid form$13.0B$6.9B$1.5Bsolutions80.2Bopmentof AV$8.3B$1.5Bding sensors,LiDar, Drones, andhardware/softwarecomponents$8.5B$0.3B$7.2B$0.7Bsbuildingvertical-specific$11.9Bdustries includingmedical, defense and security,$9.6B$6.0Band mining$8.4BAutonomousVehicles(AV)$4.0BCompaniesbuilding solutonsfrpublic,$1.5Broad deployments across passenger$0.9Bvehicles.truckina. anddeliverv20212022202320242025CPRIMESource: Pitchbook,F-Pime team anays; Quise exdfrom2024fgures
All of the funding gains of the last 2 years have been for mega roundsof $50M+; early and mid-stage rounds are flat for the last 5 yearsInvestment dollars by dealsize,SB(DealCount)$20.3B$19.8B$18.7B$13.5B$12.8B$13.9B(29)$12.0B(18)(20)$6.2B(11)$8.4B$3.6B(10)$3.5B$3.0B(42)(36)(37)TotalsGreaterthan$150Million$1.8B$2.4B$1.9BS50M-$150M$1.7B$1.8B(73)(92)(63)(68)(70)$1.4B$1.2B$15M-$50M$1.2B$1.1B(200)(185)1170(164)$2.5M-$15M202120222023202420255FPRIMESource:Pichbook,F-Prime team analysls,
Investments in Humanoids and Foundation Models have been the fastest growingsectorof robotics, with ahandful of companies raising significant capitalin 2025Humanoids & Robotic Foundation Molds-Americas, Erope,ad lsradlTotalInvestmentsRCompanySegmentRoundSizeCompanySegmentRoundSizeSFIQURE$1.5BRFM$600MHumanoidPhysicalInsellgence(x)Humanoid$1.0BCSKILDAIRFM$500M$6.1 Humanoid$734MFieldAlRFM$315MOZKHumanoid$400MRHODAAIRFM$163MNEURA$124MDYNARFM$144MHumanoid$2.0 -ouNIXtINHumanoid$100MGeneralistRFM$128M$0.1$0.2S0.320212022202320242025RFM$105MGenesisAlEPPIMFSourcec:Ptcthbook,F-Phime tean analyls
Humanoid companies are actively piloting and planning for scale-upBostonDynamicsFIGURFAtlasenteringproduction,2026deploymerts,Fiaure02BMWpilot:1.250hrscommitted to Hyundai and DeepMind.90Kk+bartsloaded,30K vehiclesproducedDeeoMindTTESLAConvertinaFremontlines toOptimus production,Digitmoved100K+totes atGXOwarehouse.FirsGen3 unveiled;targeting 1Munits/y.humanoid at high-volume industrial throughputGXORAPPTRONIKPartneredwithJabilto m...
