Morgan Stanley has revised its forecast for China’s humanoid robot sales, now expecting 28,000 units to be sold in 2026, more than double the previous estimate of 14,000.

The bank also predicts that the cost of materials for robots in China, which dominates the supply chain, will fall 16 percent this year.

Bain & Co expects global parts prices to drop by about 70 percent by 2035.

Morgan Stanley forecasts robot prices in middle- and low-income countries will drop to around US$21,000 by 2050 from US$50,000 in 2024.

The forecast estimates that by 2036, around 25.4 million humanoid robots will be in use worldwide, representing 2 percent of the broader robotics market, with adoption reaching 42 percent by 2044.

Morgan Stanley projects sales could reach 262,000 units by 2030 and 2.6 million by 2035.

🔗 Source: South China Morning Post

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