The rise of humanoid robots in manufacturing is rapidly shifting the focus to advanced battery technology, particularly solid-state batteries. Global automakers are increasingly viewing these robots as pivotal to the next wave of production innovation, but widespread adoption hinges on overcoming current energy storage limitations. The demand for batteries capable of powering these complex machines for extended periods is driving a renewed interest – and intense competition – in solid-state battery development.
While solid-state batteries promised a revolution in energy density and safety, their commercialization has faced delays. This has led to a continued reliance on existing lithium-ion battery technologies, like ternary and lithium iron phosphate (LFP) batteries, as interim solutions. However, the potential of solid-state batteries remains significant, especially as companies like Tesla and Hyundai Motor Group accelerate their plans to integrate humanoid robots into their production lines.
Hyundai Motor Group intends to deploy its “Atlas” work-oriented humanoid robots at its U.S. Factory by 2028. Initially, these robots will focus on tasks like parts sorting, with plans to expand their capabilities to include parts assembly by 2030. The company aims to establish a production system capable of producing 30,000 units annually by 2028, according to reports.
The Push for Longer Run Times
Tesla is also making significant strides in the humanoid robot space. The company recently announced it will unveil the third generation of its “Optimus” robot in the first quarter of 2026. This version is designed with large-scale production in mind, marking a crucial step towards making humanoid robots a practical reality. Production of the Optimus is slated to take place at Tesla’s Fremont, California factory. The need for extended operational capacity is a key driver behind the focus on solid-state battery technology.
Why Solid-State Batteries Matter for Humanoid Robots
Solid-state batteries offer several advantages over traditional lithium-ion batteries. They are inherently safer, with a reduced risk of fire, and boast a higher energy density, allowing for more power in a smaller package. This is particularly crucial for humanoid robots, where battery size and weight are significant constraints. The limited space within a humanoid robot necessitates a battery that can deliver sustained power without compromising safety or adding excessive weight.
According to an analysis by Samsung Securities, Tesla’s Optimus robot, weighing 73 kg, utilizes a 2.3 kilowatt-hour (kWh) battery pack weighing approximately 11 kg. This represents around 16% of the robot’s total weight (18% for the second generation). This illustrates the substantial portion of a humanoid robot’s mass currently dedicated to its power source, highlighting the potential benefits of a more energy-dense and lightweight solid-state battery.
K-Battery Companies Lead the Charge
South Korean battery manufacturers – LG Energy Solution, Samsung SDI, and SK On – are at the forefront of solid-state battery development, vying to be the first to achieve commercialization. These companies are investing heavily in research and development, aiming to overcome the technical challenges that have hindered the widespread adoption of this technology. The race is on to create a battery that can meet the demanding requirements of the emerging humanoid robot market.
CES 2026 underscored this shift, with the focus moving beyond mere technological demonstrations to the practical application of robots in industrial settings. The ability to sustain operation for a full workday – the standard eight-hour shift – is a critical hurdle, and solid-state batteries are increasingly seen as the key to unlocking that capability.
What’s Next for Humanoid Robots and Battery Tech?
The convergence of humanoid robotics and solid-state battery technology is poised to reshape the manufacturing landscape. The next few years will be critical as companies work to scale up production and address the remaining technical challenges. The successful commercialization of solid-state batteries will not only enable more capable and efficient humanoid robots but also have broader implications for the electric vehicle industry and other energy storage applications. The momentum gained at events like CES 2026 suggests that the future of robotics is rapidly approaching, and the battery is at its heart.
What are your thoughts on the future of humanoid robots? Share your comments below and let us know what impact you think this technology will have on the workforce.
