Morgan Stanley identifies key players in humanoid robotics, highlighting major Korean companies like Samsung, Hyundai, LG, and Naver. The market is expected to grow to 60 trillion dollars within ten years, with investment focus laid out in the ‘Humanoid 100’ report. Companies are divided into brain, body, and integrator sectors, showcasing diverse technological needs for development.
Morgan Stanley, a prominent global investment bank, has identified key players in the humanoid robot sector. Companies in Korea, specifically Samsung Group, Hyundai Motor Group, LG Group, and Naver, have been highlighted for their significant roles in this high-tech industry. Demand is on the rise, suggesting that this sector may reach an impressive market size shortly.
The report, titled ‘Humanoid 100,’ forecasts humanoid robots as a major investment focus over the next decade. Morgan Stanley estimates that the related market could potentially expand to 60 trillion dollars, equating to approximately 8,640 trillion won. The report positions Korea’s major companies alongside global giants like Nvidia, Tesla, Apple, and Amazon.
Morgan Stanley categorized the humanoid industry into three distinct sectors: brain, body, and integrators. The brain sector encompasses firms specializing in artificial intelligence, software, and semiconductors essential for robotic intelligence. The body category focuses on companies responsible for the hardware of robots, which includes batteries and physical structures.
Notably, Naver stands out for not only its advancements in robotics but also for developing essential technologies for humanoid robots, such as large language models, cloud infrastructure, digital twin technology, and robotic operating systems. Naver has further demonstrated its commitment by obtaining robot-friendly building certification for its headquarters in Pangyo, where over 100 service robots named “Rookie” are actively performing various tasks, ranging from deliveries to safety monitoring.
In summary, Morgan Stanley has spotlighted several critical companies poised to lead in the burgeoning humanoid robotics market. With substantial investments predicted over the next decade, the participation of major Korean firms and global tech giants positions the sector for exceptional growth. The categorization of companies into distinct areas highlights the multifaceted nature of the industry, underscoring the importance of both software and hardware components in advancing humanoid robotics.
Original Source: www.mk.co.kr
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