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Goldman Sachs Siasun Robot&Automation deep research (3): Humanoid robots may be nearing mass production, with turning points emerging in three areas.
Humanoid robots are rapidly developing, but overall technology has not yet met the requirements for large-scale application in the industrial or Consumer sectors. Goldman Sachs believes that the turning point for humanoid robot technology may occur in three areas: solving multiple general tasks, high success rates and sustained robustness, and rapid reasoning. Currently, the development of humanoid robots still faces some obstacles, such as the lack of original data needed for training.
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China leads the body, NVIDIA aims to be the brain, and Tesla "integrates" — Morgan Stanley elaborates on the top 100 humanoid robot companies!
Morgan Stanley systematically sorted out 100 core listed companies in the Global humanoid robot Industry Chain from the three core links of "brain", "body" and "integrator" for the first time, and pointed out that China holds a 63% share in the humanoid robot supply chain, dominating the market, especially with significant advantages in the "body" segment, while technology giants like Tesla and NVIDIA have become key forces in each segment.
Blue Jets : I'll follow and see how it goes![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)