Han media: "The era of humanoid robots is coming, and the winner is China!"
On July 21, the Korean media "Global Economy" published an article stating that as humanoid robots become the core of future mobile technology competition, existing automotive parts suppliers are expected to be early winners and lead the third wave of growth following electric vehicles and smart cars. A report by Morgan Stanley titled "Top 100 Humanoid Robots" pointed out that 56% of listed companies in the related value chain are Chinese enterprises, and China accounts for 63% of the global supply chain.
Recently, the global investment bank Morgan Stanley stated in its latest report, "We believe that humanoid robots will bring a third wave of growth for automotive parts suppliers." Car manufacturers such as Tesla and XPeng have already started developing humanoid robots, while Zeekr and Volkswagen have also revealed using robots in their factories, which has attracted strong attention from the industry.
Morgan Stanley predicts that automotive suppliers will seize this opportunity and account for 47% to 60% of robot components and material spending in this trend. In terms of amount, automotive parts companies account for about $15,000, equivalent to 60% of the production cost of one robot. In particular, their competitiveness lies in being able to supply core components that make up the body of the robot, such as sensors, batteries, motors, and actuators.
Morgan Stanley predicts that by 2050, the global humanoid robot market will reach $5 trillion, possibly reaching as high as $60 trillion, and the Chinese market size will reach 6 trillion yuan. It is expected that by 2030, the Chinese market size alone will reach 1.2 trillion yuan. Based on cumulative adoption, by 2050, the world will have 1 billion robots, and China will have 59 million robots adopted.
Original: https://www.toutiao.com/article/1838223452711178/
Statement: The article represents the personal views of the author.