Morgan Stanley Projects Humanoid Robotics Market to Reach Trillions by 2040, Driven by Edge Compute

Morgan Stanley forecasts the humanoid robotics market to see massive growth by 2040, with motors reaching US$2,073 billion and reducers US$1,370 billion. Edge compute is projected to hit US$1,233 billion, experiencing the highest multiplier growth at 1,904x.

So What

Humanoid robotics is a long-term compute demand driver, with edge compute projected to grow 1,904x by 2040, shifting BoM cost composition towards chips.

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Morgan Stanley Projects Humanoid Robotics Market to Reach Trillions by 2040, Driven by Edge Compute

Semicon Twitter · Twitter · 1w ago

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Updated 1w ago · 1 source

Morgan Stanley Projects Humanoid Robotics Market to Reach Trillions by 2040, Driven by Edge Compute

Morgan Stanley forecasts the humanoid robotics market to see massive growth by 2040, with motors reaching US$2,073 billion and reducers US$1,370 billion. Edge compute is projected to hit US$1,233 billion, experiencing the highest multiplier growth at 1,904x.

So What

Humanoid robotics is a long-term compute demand driver, with edge compute projected to grow 1,904x by 2040, shifting BoM cost composition towards chips.

View Tweet→