Morgan Stanley doubles China humanoid robot shipment forecast to 50,000 units for 2025
By
Anniek Bao
Summary
Morgan Stanley has sharply raised its 2025 forecast for China's humanoid robot shipments to 50,000 units — nearly double its previous projection of 28,000 and more than triple its initial January forecast of 14,000. The bank cites faster-than-expected commercialization, with the industry moving from demonstrations to real-world deployment. It estimates China's humanoid robot market will reach $2 billion this year and grow to $15 billion by 2030.
Source
bskyMorgan Stanley doubles China humanoid robot shipment forecast to 50,000 units for 2025cnbc.comKey quotes
· 3 pulledMorgan Stanley has sharply raised its outlook for China's humanoid robotics market, saying the industry's shift from demonstration to commercial deployment has proved faster than expected.
The Wall Street bank upgraded its forecast for China's humanoid robot shipments for a second time this year on Tuesday, expecting 50,000 units to ship this year, nearly double its previous projection of 28,000.
Morgan Stanley estimated China's humanoid robot market will reach $2 billion this year and grow to $15 billion by 2030.
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