China's manufacturing share to grow by 2030 on humanoid robots
Updated
Updated · Bloomberg · May 7
China's manufacturing share to grow by 2030 on humanoid robots
6 articles · Updated · Bloomberg · May 7
Morgan Stanley says China's global manufacturing share will rise to 16.5% by 2030 from 15% now, with economists led by Chetan Ahya highlighting the country's early lead.
The report says humanoid robotics could drive the next phase of China's manufacturing and export dominance, echoing how electric vehicles were identified as a major growth engine a decade ago.
Morgan Stanley argues sustained investment and an early technological advantage in humanoid robots will strengthen China's position in global industry and exports over the rest of the decade.
China aims for robotics dominance but relies on US AI and foreign parts. Who truly controls the future of humanoids?
As China mass-produces humanoid robots, will its manufacturing might outpace the slow progress in making them truly useful?
How China’s 28% Industrial Robot Output Growth Powers Its Race to Lead Humanoid Robotics
Overview
In 2025, China’s rapid growth in industrial robots and new energy vehicles laid a strong foundation for its humanoid robotics industry. Leading EV manufacturers like XPeng are repurposing batteries and sensors to develop humanoid robots, with plans for mass production underway. Supported by government investment and a robust supply chain, China leverages its manufacturing scale and cost advantages to dominate hardware production. However, challenges remain in advanced AI, dexterity, and battery life. Driven by demographic pressures and geopolitical goals, China aims to fill labor gaps and achieve global leadership, while managing workforce impacts and ethical concerns amid fast technological progress.