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Goldman Sachs Research estimates Korean companies will account for 30% of global humanoid robot production by 2035 through direct manufacturing and component supply, with Korean supply chains supporting approximately 74,000 units by 2030, driven by automotive parts expertise translating directly into actuator and dexterous hand capability.
Morgan Stanley has raised its China humanoid robot shipment forecast to 50,000 units for 2026, nearly doubling its previous projection of 28,000, as commercial verification in factories, logistics, and retail accelerates faster than the bank anticipated at the start of the year.
China has launched the Humanoid Full Lifecycle Management Service Platform, assigning every humanoid robot a unique digital ID from production through recycling, with more than 28,000 robots across 200 models already registered under the national initiative.
A Morgan Stanley report argues that China’s early investment in humanoid robotics mirrors its EV strategy a decade ago, and projects the country’s share of global manufacturing will rise from 15% to 16.5% by 2030 as robotics deployment and supply chain dominance accelerate.
Gartner predicts that 50% of new warehouses built in developed markets by 2030 will be designed as robot-centric facilities where human labor is required only for exception handling, driven by labor shortages, cost pressure, and advances in AI-orchestrated intralogistics.
Toyota Material Handling Europe has launched a coordinated AGV system designed to operate across mixed fleets. The platform reflects a shift toward scalable, software-driven warehouse automation.
Comtech is building a global ecosystem linking chips, software and robotics companies, aiming to accelerate commercialization of embodied AI systems.