Morgan Stanley Revises China Humanoid Robot Forecast: 28,000 Units in 2026

Morgan Stanley has significantly revised its forecast for China's humanoid robot market, signaling strong momentum in the sector.

**Revised Forecast** - 2026 China Sales: 28,000 units (133% increase) - Previous estimate: 14,000 units

**Cost Reduction** - Materials cost in China: Expected to drop 16% in 2026 - By 2035, parts prices globally expected to decrease by 70%

**Pricing Evolution** - 2024 Average Price: $50,000 per unit - 2050 Projected Price (China): ~$21,000 - 2050 Projected Price (US): ~$75,000

**Long-Term Outlook** By 2036, Morgan Stanley projects 25.4 million humanoid machines in use globally.