Morgan Stanley Raises China Humanoid Robot Shipment Forecast by 80% for 2026
By
Tyler Durden
Summary
Morgan Stanley has significantly raised its 2026 forecast for Chinese humanoid robot shipments from 28,000 to 50,000 units — an 80% increase. The investment bank expects cheaper, half-size models like Unitree's $16,000 G1 to make up about 70% of those shipments.
Source
Twitter / XMorgan Stanley Raises China Humanoid Robot Shipment Forecast by 80% for 2026zerohedge.comKey quotes
· 2 pulledMorgan Stanley raised its forecast for how many humanoid robots China will ship in 2026 - to 50,000 units, up from 28,000 - nearly an 80% increase.
Morgan Stanley expects cheaper half-size machines like Unitree's $16,000 G1 to account for about 70% of 2026 shipments.
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