"Humanoid Market to Grow to 86,622 Trillion Won in 10 Years"

Global investment bank Morgan Stanley predicted in its 'Humanoid 100' report that this market will grow to up to 60 trillion dollars (approximately 86,622 trillion won) within the next 10 years.



According to industry sources on the 16th, Morgan Stanley made this prediction in its recently announced Humanoid 100 report, selecting Tesla, Apple, Amazon, Samsung, Hyundai Motors, LG, and Naver as the 100 core companies.



Boston Dynamics' humanoid robot is demonstrating work in a factory. [Photo = Boston Dynamics]



Morgan Stanley divided companies in the humanoid robot industry into three sectors: Brain, Body, and Integrators.



The Brain sector includes companies developing technologies that serve as the 'brains' of humanoid robots, such as AI chips, software, and semiconductors.



In Korea, Samsung Electronics (DS Division) and SK Hynix were named. Among global companies, NVIDIA, Meta, Alphabet, and Microsoft were included in the brain category.



The body category was occupied by hardware companies, including batteries. Samsung SDI and LG Energy Solution were selected domestically.



The integrator category is comprised of companies that develop humanoid robots by combining artificial intelligence and hardware.



Naver, Samsung Electronics (DX category), Hyundai Motor Company, and LG were selected domestically. Among global companies, Tesla, Apple, Amazon, and Sony were included.



Hyundai Motor Company's representative models are the quadrupedal robot 'Spot' and the humanoid robot 'Atlas' developed by its subsidiary Boston Dynamics. Atlas is considered to be the world's most mobile robot.



Capture from Morgan Stanley's 'Humanoid 100' report. [Photo = Morgan Stanley]



Samsung Electronics began investing in humanoid robots in earnest by incorporating Rainbow Robotics as a subsidiary last month. LG received high marks for LG Electronics' robot commercialization and LG AI Researcher's AI model research.



Naver was included in the integrator sector because it possesses the core technologies necessary for humanoid robots, such as AI large language models (LLM), cloud, digital twins, and robot operating systems (OS), in addition to robot development.



Morgan Stanley predicted in its report that "humanoid robots will be a key topic of technology investment over the next 10 years," and that "the related market size will reach 60 trillion dollars over the next 10 years."





https://www.inews24.com/view/blogger/1814162

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