@rohanpaul_ai: Morgan Stanley now expects China to ship 50,000 humanoid robots this year, almost 2x its January forecast. China’s edge…

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Summary

Morgan Stanley nearly doubles its 2025 China humanoid robot shipment forecast to 50,000 units, citing scale advantages from companies like Xpeng, Unitree, UBTech, and Galbot deploying robots in real-world settings.

Morgan Stanley now expects China to ship 50,000 humanoid robots this year, almost 2x its January forecast. China’s edge is scale, because firms such as Xpeng, Unitree, UBTech, and Galbot can place robots inside factories, showrooms, warehouses, hospitals, and state-backed training sites to collect real task data. Morgan Stanley now sees China reaching 446,000 annual shipments by 2030, up from 262,000, with full-sized humanoids rising from 30% of shipments this year to 70% in 2028. Xpeng plans to mass-produce its Iron robot by end-2026 and Unitree says it shipped more than 5,500 humanoids in 2025. --- scmp. com/tech/article/3358210/morgan-stanley-raises-china-humanoid-robot-shipment-forecast-50000-units
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Cached at: 06/26/26, 08:14 PM

Morgan Stanley now expects China to ship 50,000 humanoid robots this year, almost 2x its January forecast.

China’s edge is scale, because firms such as Xpeng, Unitree, UBTech, and Galbot can place robots inside factories, showrooms, warehouses, hospitals, and state-backed training sites to collect real task data.

Morgan Stanley now sees China reaching 446,000 annual shipments by 2030, up from 262,000, with full-sized humanoids rising from 30% of shipments this year to 70% in 2028.

Xpeng plans to mass-produce its Iron robot by end-2026 and Unitree says it shipped more than 5,500 humanoids in 2025.

scmp. com/tech/article/3358210/morgan-stanley-raises-china-humanoid-robot-shipment-forecast-50000-units

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