Morgan Stanley analysts have estimated that the humanoid robotic market might provide a $5 trillion alternative by the center of the century. This large alternative may very well be tapped by Tesla, due to its Optimus humanoid robotic.
The analysts, nevertheless, famous that the humanoid robots will doubtless be largely utilized in industrial and business deployments.
The Estimates
Estimates from Morgan Stanley analysts level to humanoid robots hitting $5 trillion in world income by 2050. This, the analysts famous, could be about double the full income of the 20 largest automakers in 2024. In 2050, Morgan Stanley analysts estimated that there could be about 1 billion humanoid robots deployed.
As famous in a report from Investing.com, the shift to humanoid robots could be gradual. By 2035, the analysts estimated that almost 13 million humanoid robots can be in use, most of which can be utilized in industrial and business settings. Even in 2050, when the analysts estimated that 1 billion humanoid robots can be in use, an estimated 90% would possibly nonetheless be utilized in industrial and business settings.
The arrival of humanoid robots will doubtless be felt within the labor sector, Morgan Stanley analysts famous. By 2030, the analysts famous that humanoid robots might exchange about 40,000 jobs. Simply ten years later, in 2040, the variety of jobs that robots might take over might balloon to eight.4 million. By 2050, the analysts famous that 62.7 million people could find yourself watching humanoid robots do their jobs.
Tesla Potential
Morgan Stanley famous that firms like Tesla, which management the “brains, our bodies, branding and ecosystems” of the humanoid robots, would be capable of provide the very best worth. That is excellent news for Tesla’s Optimus program, as it’s a product that’s designed to be produced at an excessive scale. Through the Q1 2025 All Fingers assembly, Elon Musk reiterated the concept Optimus might very effectively turn out to be the most important product of all time.
Most significantly, Musk additionally acknowledged that Tesla is internally aiming to amass sufficient assets to supply 10,000 to 12,000 Optimus robots this yr. However even when Tesla simply manages half of this quantity, or about 5,000 Optimus robots this yr, it will already be spectacular.
“Even 5,000 robots, that’s the dimensions of a Roman legion, FYI, which is sort of a little scary thought. Like a complete legion of robots, I’ll be like ‘whoa.’ However I feel we are going to actually construct a legion, no less than one legion of robots this yr, after which in all probability 10 legions subsequent yr. I feel it’s type of a cool unit, you already know? Models of legion. So in all probability 50,000-ish subsequent yr,” Musk acknowledged.
