Japan targets 30% Global Physical‑AI Share by 2040 — SkimNews
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- Japan’s Ministry of Economy, Trade and Industry announced in March 2026 a goal to capture 30 % of the global physical‑AI market by 2040.
- Japan’s working‑age population is projected to shrink by nearly 15 million over the next 20 years, with the share of working‑age people at 59.6 % of the total.
- Prime Minister Sanae Takaichi’s government has pledged about $6.3 billion to boost AI capabilities, robotics integration and industrial deployment.
- Mujin built a software platform that lets existing industrial robots perform picking and logistics tasks autonomously, extending hardware utility.
- WHILL created an integrated autonomous‑mobility platform that blends electric vehicles, sensors, navigation and cloud fleet management, using Japan for hardware and the US for software scaling.
- SoftBank is deploying physical AI that merges vision‑language models with real‑time control to let robots interpret environments and execute complex tasks without human input.
- Terra Drone is combining operational data with AI to enable autonomous systems to operate reliably in real‑world settings and support Japan’s defense infrastructure.
Why it matters: The surge in physical‑AI deployment gives Japanese manufacturers, logistics operators and defense contractors a practical solution to a declining labor pool, while workers in low‑skill roles face displacement as robots take over routine tasks, prompting firms to rethink workforce planning and training.
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