Morgan Stanley

US investment bank — relevant as a research voice rather than as an operating company. On May 7, 2026, Morgan Stanley research published the "humanoids…

Investment Bank / Research · Industry Voices

US investment bank — relevant as a research voice rather than as an operating company. On May 7, 2026, Morgan Stanley research published the "humanoids will drive the next leg of China's manufacturing dominance" thesis (carried by Bloomberg, SCMP, Yahoo Finance and others). The argument: China's lead in humanoid robotics will lift its share of global manufacturing from ~15% today to ~16.5% by 2030, and the playbook mirrors China's earlier EV strategy — fast iteration in a domestic proving ground while US firms focus on high-spec prototypes. The bank also flagged the EV-style risk of capacity glut driving prices down. 2026 China-humanoid-sales forecast: ~28,000 units (doubled from prior estimate). 2025 global humanoid shipments: ~13,000 units, with Chinese firms (Unitree, Agibot) holding ~80% volume share. Morgan Stanley earlier (2024) framed the global humanoid market at $5T by 2050.

First seen: 2026-05-08 · Last seen: 2026-05-17 · 4 mentions