Global Investment Bank Goldman Sachs predicts that the humanoid robot market will grow rapidly in the future and will become a huge market with a scale of US$6 billion within 10 years. He also observed that it could grow to $154 billion if difficulties such as technology and price popularity can be overcome quickly. Goldman Sachs not only chose complete robot developers such as Tesla , but also selected major sensor component manufacturers such as cameras and lidar as promising candidates to grow with the market. The domestic securities industry also reminds that structural environments such as population reduction will further accelerate the development of the robot industry, and we should pay attention to related companies that already have differentiated advantages.
According to the US economic media CNBC on the 2nd (local time), Goldman Sachs predicts that "the humanoid robot market will grow to $6 billion in the next 10 to 15 years and continue to grow thereafter." Humanoid robots are expected to play an important role in the labor market and will fill 4% of the US manufacturing labor shortage by 2030. "Under the optimistic assumption that all related difficulties such as product design, use, technology, and price popularity will be completely overcome, the humanoid robot market size will grow to as high as $154 billion," said Jacklin Du, an analyst at Goldman Sachs. "It is equivalent to one-third of the size or size of the smartphone market," he added. Goldman Sachs predicts that humanoid robots will become a wide range of terminal devices such as smartphones and electric cars .
Based on this analysis, the large companies in the humanoid robot supply chain can become new investment opportunities in the next 10 years. Both analysts believe Tesla is a promising humanoid robot maker. Tesla recently launched the humanoid robot "Optimus Prime" and introduced autonomous driving technology on AI Day. Additionally, the company said it aims to ship millions of Optimus Primes on a large scale over the next 5 to 10 years and make them cheaper than cars. At this stage, he judged that components manufacturers related to sensor modules and humanoid movements are the most promising investment destinations. Analysts believe that the existing advanced drive system supply chain has advantages such as guarantee technology. Companies related to sensor modules include the American autonomous driving company Aptiv PLC (APTV) and the automotive parts company Magna International (MGA). ) propose.
two analysts said, "The main sensors used in ADAS include cameras, radar , ultrasonic , lidar, etc.." Inertial measurement units (IMUs) such as gyroscope , which balances humanoid robots, have also been selected as the field that will develop with the market. As related stocks, the US defense company Raytheon Technology (RTX) and the aircraft navigation system company Honeywell International (HON). This is because low-end IMUs are primarily used in vehicles, but high-end IMUs that detect motion in 3D space are being used in the aerospace field. In the domestic securities industry, problems such as inflation, rising wages, and difficulty in sustaining employment are expected to accelerate the development of the robot industry. According to analysis, robots will be first applied to factory and logistics automation systems, and then gradually expand the field to humanoid robots and medical assistants.
Goldman Sachs said: " human robot technology is not new. Although tasks that do not require simple and repetitive skills have been replaced by robots, the need for more complex and integrated industrial robots and autonomous vehicles is an extension of the existing technology."
Goldman Sachs believes that humanoid robots can become widely used terminal devices such as smartphones and electric vehicles. In fact, Tesla recently showed off its Optimus humanoid robot and announced its goal of shipping millions of units over the next 5 to 10 years.
Goldman Sachs analyzed that there are practical investment opportunities for moving parts. This is because the supply chain is more advanced than traditional industrial robots and automation applications.
