The manufacturer presented its investors with an estimate covering its factories, subsidiaries and main suppliers, humanoids and conventional machines combined.
In September, Toyota presented its investors with an estimate of its automation needs: about 400,000 robots and about 1,000 billion yen, or $6.4 billion, of annual expenditures from 2028. The perimeter covers its own plants, the companies of the group and its main suppliers.
The figure aggregates machine replacements and new installations, and deliberately mixes categories: classical industrial robots, automated logistics, systems of collaboration between humans and machines on lines, including humanoids. The manufacturer did not indicate whether the investment would be committed in its entirety or how many years that level of expenditure would continue.
The comparison gives the measure of the announcement: the Japanese automotive industry installed approximately 13,000 industrial robots in the country in 2024, its best total since 2020, and Japan has a total of about 450,500 industrial robots in service, the second largest in the world. At its Kamigo site, Toyota reports having fully automated a piston assembly line as early as January 2025, from three operators to zero. At its Hyundai competitor, the deployment of Atlas humanoids from Boston Dynamics to the Georgian plant is also announced for 2028.
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