Morgan Stanley raises China humanoid robot shipment forecast to 50,000 units (opens original article in a new tab)

Morgan Stanley increased its forecast for China's humanoid robot shipments in 2023 to 50,000 units, citing commercial validation, policy support, and supply-chain growth. The bank also raised its 2030 projection to 446,000 units, with full-sized robots expected to dominate the market by 2028.

• Morgan Stanley raised China's 2023 humanoid robot shipment forecast to 50,000 units from 28,000
• Xpeng plans mass production of its Iron humanoid robot by 2026
• China's humanoid robot market is expected to grow with full-sized models dominating by 2028