May. 8 at 2:59 AM
China’s early leadership in humanoid robotics could drive the next phase of its global manufacturing dominance, according to a new Morgan Stanley report. The bank argues that, much like China’s early push into electric vehicles and batteries, aggressive investment and rapid deployment in humanoid robotics may increase the country’s share of global manufacturing from 15% today to 16.5% by 2030.
Over the past two years, humanoid robots have moved from research labs into real-world deployment across Chinese factories, universities, and technology parks. Morgan Stanley economists noted that government procurement programs are also beginning to support adoption, accelerating commercialization across the sector.
The report highlights China’s strategy of scaling entire supply chains early, giving it a structural advantage over rivals such as the U.S., Japan, and South Korea, which still rely heavily on Chinese components and industrial inputs.
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