Morgan Stanley research shows China’s early investments in humanoid robotics
could raise its global manufacturing share to 16.5% by 2030, up from 15% today.
Economists led by Chetan Ahya note deployment in tech parks, factories,
universities, and government procurement is driving adoption. China’s approach
mirrors its EV strategy, building capacity across the supply chain, while the
U.S., Japan, and South Korea focus on high-spec prototypes. Cheaper, widely
deployed robots may enhance productivity but pressure industry pricing and
returns.
