Event
TMTPost Says Robot Aftermarket May Become a Bigger Business
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In an article published on October 19, 2026, TMTPost drew an analogy to the Gillette razor-and-blades model and argued that the real profits in the humanoid robot industry will shift to the aftermarket, which consists of batteries, operations and maintenance, skill content, insurance, and migration costs; this portion may account for 40% to 60% of lifecycle costs. The article is an opinion argument and provides no empirical data.
Report timeline
- Battery-swap model could spawn an energy-bank business larger than the robots themselves
Using the Gillette razor-and-blades model as an analogy, the article argues that the real profits in the humanoid robot industry will shift to the aftermarket—batteries, operations and maintenance, skill content, insurance, and switching costs—which could account for 40% to 60% of total lifecycle costs.
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