Woofun AI notes that IBK Research highlights a divergence in production timelines, with Chinese manufacturers projected to reach 100,000 units by end-2026 versus Boston Dynamics' 30,000 units by 2028. This disparity is driving institutional revaluation of the humanoid robot sector.

Serenity challenges linear growth forecasts, predicting an S-curve adoption pattern. While IBK estimates Atlas shipments of 11,290 units by 2028, Serenity projects 15,000 to 20,000 units for that year, rising to 90,000 to 140,000 by 2030.