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.
