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Morgan Stanley doubles China humanoid robot shipment forecast as commercialization accelerates

CNBC · Jun 24, 2026, 6:39 AM · Also reported by 1 other source

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  • Morgan Stanley has sharply raised its outlook for China's humanoid robotics market, saying the industry's shift from demonstration to commercial deployment has proved faster than expected.
  • The Wall Street bank upgraded its forecast for China's humanoid robot shipments for a second time this year on Tuesday, expecting 50,000 units to ship this year, nearly double its previous projection of 28,000.

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Morgan Stanley has sharply raised its outlook for China's humanoid robotics market, saying the industry's shift from demonstration to commercial deployment has proved faster than expected.

The Wall Street bank upgraded its forecast for China's humanoid robot shipments for a second time this year on Tuesday, expecting 50,000 units to ship this year, nearly double its previous projection of 28,000. The bank had already doubled its initial January forecast of 14,000 units.

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