Goldman Sachs internet and e-commerce equity analyst Eric Sheridan recently published a research report, significantly raising the forecast for the humanoid robot market. The report indicates that the global market size is expected to reach approximately 890,000 units by 2030 and about 6.5 million units by 2035, corresponding to a market opportunity of approximately $138 billion. This adjustment is substantial compared to previous forecasts; for example, the 2035 forecast was raised from 1.4 million units to 6.5 million units. Goldman Sachs believes that warehousing and logistics, along with the automotive industry, will be the first two major application scenarios for humanoid robots. Each robot is expected to generate over $3,000 to $6,000 in semiconductor demand and drive the migration of factory control systems towards software-defined architectures.