Morgan Stanley Projects a $5 Trillion Humanoid Robot Era by 2050

According to a recent research report from Morgan Stanley, humanoid robots, serving as the physical embodiment of artificial intelligence (AI), are emerging as a new focal point in the technology sector. The report forecasts that the global market for humanoid robots is expected to soar to a staggering $5 trillion by 2050, with total deployments reaching 10 billion units. This equates to approximately one robot for every ten people globally.

The analysis indicates that the adoption path for humanoid robots will exhibit a distinct non-linear trajectory. Growth is anticipated to be relatively modest until around 2035, constrained by factors such as technological maturity and cost. Subsequently, driven by breakthroughs in AI model capabilities, declining costs of core components, and the realization of mass production, the market is projected to enter a phase of accelerated adoption in the late 2030s.

The institution particularly emphasizes that a precise and selective strategy is crucial in capitalizing on this significant market opportunity. Currently, the end-market is showing signs of becoming crowded, with a growing influx of technology companies, electric vehicle manufacturers, and startups. In contrast, upstream suppliers providing core hardware and semiconductor technologies for these robots are positioned to potentially become the primary beneficiaries. The report further predicts that the semiconductor market related solely to humanoid robots could reach $305 billion by 2045.

This report outlines a clear long-term trend for the global technology industry: artificial intelligence is making a significant leap from the virtual to the physical world, with humanoid robots poised to act as a key pillar in this transformation, heralding the dawn of a new multi-trillion-dollar industrial era.