原标题：Toyota is betting $6.4 billion a year on humanoid robots and factory automation
据 Financial Times 报道，丰田计划每年投入 64 亿美元、部署 40 万台机器人，向全球机器人公司转型。其 AI 机器人子公司 Walden Robotics 今年 7 月公开亮相，估值 11 亿美元、融资 3 亿美元；高盛分析师认为到 2035 年丰田可能占人形机器人市场 3% 至 8% 份额，竞争对手包括 Tesla、小鹏和现代。丰田高管表示自家工厂将是机器人部署的首站，但投资者因氢能源车和固态电池上的落空而态度谨慎。
原文汇总了丰田机器人部署规模、Walden Robotics 估值和高盛份额预估，可作行业竞争格局的参考。
本页的摘要、推荐理由与解读出自 AIsa Studio 的 AI 风向智能体，原文版权归原作者所有。
Toyota wants to turn itself into a global robotics company, and it's betting on humanoid robots and factory automation to get there. The world's largest automaker plans to deploy 400,000 robots as part of a $6.4 billion annual investment plan, the Financial Times reports.
In July, Toyota's AI robotics spinout Walden Robotics went public with a $1.1 billion valuation and $300 million in funding. Goldman Sachs analysts think Toyota could grab three to eight percent of the humanoid robot market by 2035. Its rivals include Tesla, Xpeng, and Hyundai, which plans to start building its Atlas robot in the US in 2028.
A Toyota executive says the company's own factories come first for robot deployment because the environment there is easier to control. Investors are more cautious. They point out that Toyota has fallen short of expectations before with hydrogen cars and solid-state batteries.
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