1G·

The Humanoid 66 - The next industrial turning point

Good morning dear Getquin community 👋

Today I'd like to introduce you to The Humanoid 66 and what it's all about. The market for humanoid robotics is just taking off and is facing one of the biggest upheavals since the advent of the automobile. Morgan Stanley and Goldman Sachs expect the market to be worth between 38 billion and three trillion US dollars by 2035. By 2050, over 60 million humanoid robots could be in use in the USA alone.

attachment

With The Humanoid 66, Morgan Stanley has compiled a list of 66 companies that are likely to benefit directly or indirectly from this development. These include not only the manufacturers themselves, but also suppliers and technology groups that provide the necessary infrastructure, from semiconductor and battery producers to sensor technology and software through to platform operators for artificial intelligence.


The leading players include $TSLA (+0,14%) Tesla with Optimus, Figure AI with Figure 02, Agility Robotics with Digit, Boston Dynamics with Atlas and Unitree with H1 and G1. Tesla is already planning to use more than a thousand Optimus robots in its own factories by 2024. The goal is clear: to make humanoid machines suitable for mass production at prices between 20,000 and 30,000 US dollars. Figure AI works closely with $MSFT (+0,05%) Microsoft, OpenAI and $BMW (-0,88%) BMW and was able to raise over 675 million US dollars in a financing round.


Technological progress is the key driver of this development. Multimodal generative AI enables humanoid robots to understand speech, communicate with humans and perform tasks autonomously. Advances in actuator technology, LiDAR systems, force sensors and battery technology are making the machines more efficient and more human-like. The energy density of modern lithium-ion cells is increasing by around 20 percent every two years, while the cost per kilowatt hour is expected to fall to 80 US dollars by 2030.


At the same time, wage costs for human labor are rising significantly. In the USA, they are currently just under 40 US dollars per hour, while in China they are around 6.50 US dollars and in India 4.45 US dollars. Studies show that automation can reduce labor costs in industrialized countries such as Germany, Japan and the USA by up to a third by 2025. Sectors such as agriculture, construction, care, logistics and manufacturing, where millions of jobs remain unfilled today, will be particularly affected.


The Humanoid 66 shows that this change goes far beyond individual companies. A new industrial ecosystem is emerging that links hardware, software, energy and data. Price reduction, scalability and integration into existing value chains will determine who will be among the winners.


Takeaway: Humanoid robotics is no longer a vision of the future, but the beginning of a structural reorganization of the global economy. Those who invest early in key areas such as AI chips, batteries, sensor technology and automation are positioning themselves in a sector that is likely to have a similarly profound impact as the invention of the car. The crucial question is just how far society is prepared to accept and integrate this new form of workforce.


For those who want to delve deeper: These are the companies featured in the Morgan Stanley report Humanoids @Tenbagger2024
@Multibagger


1. Tesla - USA - $TSLA (+0,14%)

2. Toyota - Japan - $7203 (-0,36%)

3. Xpeng - China - $XPEV (-2,27%)

4. Naver - South Korea - (not listed)

5. CATL - China - $3750 (-6,52%)

6. LG Energy Solution - South Korea - $373220 Subsidiary of LG

7. Samsung / Samsung SDI - South Korea - $SMSN (+0,88%)

8. SK Innovation - South Korea - $096770

9. HD Hyundai Infracore / Doosan (component) - South Korea - $042670

10. Hengli Hydraulic - China - $601100

11. NTN - Japan - $6472 (-2,31%)

12. NSK - Japan - $6471 (-2,05%)

13. Sanhua - China - $002050

14. Siemens - Germany - $SIE (+0,14%)

15. Top Group ("Topu") - China - $601689

16. Ambarella - USA - $AMBA (+0,43%)

17. Synopsys - USA - $SNPS (+0,37%)

18. NXP - Netherlands / USA - $NXPI (-0,39%)

19. Qualcomm - USA - $QCOM (-1,31%)

20. TSMC - Taiwan - $TSM (-0,19%)

21. Wolfspeed - USA - $WOLF (-1,76%)

22. ARM - UK - $ARM (-1,49%)

23. onsemi - USA - $ON (+0,16%)

24. cadence - USA - $CDNS (+0,11%)

25. STMicroelectronics - Netherlands - $STM (+0%)

26. NVIDIA - USA - $NVDA (+0,66%)

27. SK hynix - South Korea - $HY9H (-0,38%)

28. sociionext - Japan - $6526

29. SMIC - China - $0981

30. infineon - Germany - $IFX (-0,18%)

31. Renesas - Japan - $6723 (-2,94%)

32. Dassault Systèmes - France - $DSY (+1,95%)

33. Mobileye - Israel / Intel ecosystem - $MBLY

34. Hexagon - Sweden - $HEXA B (-0,1%)

35. Knight Transportation - USA - $KNX (+0%)

36. DSV - Denmark - $DSV (+0,1%)

37. Werner Enterprises - USA - $WERN (+0%)

38. DHL Group - Germany / international - $DHL (+0,84%)

39. Kuehne + Nagel - Switzerland - $KNIN (+1,24%)

40. Obayashi - Japan - $1802 (-2,2%)

41. China State Construction Engineering Corporation (CSCEC) - China - $601668

42. RBG (presumably an Asian construction company) - (not listed)

43. Shimizu - Japan - $1803 (-0,44%)

44. Taisei - Japan - $1801 (-4,1%)

45. Baker Hughes - USA - $BKR (+0,32%)

46th SLB (Schlumberger) - USA - $SLB

47. Tenaris - Luxembourg / multinational - $TEN (-0,88%)

48. Halliburton - USA - $HAL (-0,47%)

49. amazon - USA - $AMZN (+0,03%)

50th Coupang - South Korea $CPNG (+0,12%)

51. JD.com - China - $JD (-0,68%)

52. BMW - Germany - $BMW (-0,88%)

53rd Mercedes-Benz - Germany - $MBG (+1,49%)

54th General Motors - USA - $GM (+0,08%)

55. BYD - China - $1211 (-0,52%)

56. Stellantis - NL / multinational - $STLAM (+1,46%)

57. Ford - USA - $F (+0,2%)

58. McDonald's - USA - $MCD (+0,25%)

59th Domino's - USA - $DPZ (+0,36%)

60. BGF Retail - South Korea - $282330

61. GS Retail - South Korea - $007070

62nd Lotte - South Korea - $004990

63. Yum China - China - $YUMC (+2,11%)


Source: Morgan Stanley Research Bluepaper Humanoids Investment Implications of Embodied AI and Stock3 drumbeat of Germany's humanoid robot manufacturers The Humanoid 66, 05.10.2025

https://api.guidants.com/db/e6/4/e134c52068e8c98a.pdf

12
16 Commenti

immagine del profilo
Which of these do you have in your portfolio and where do you see the greatest potential?
2
Visualizza tutti 3 ulteriori risposte
immagine del profilo
Why humanoid robots alone should be the turning point is not clear to me. It is also relatively clear that for many tasks it is better not to use humanoid robots. It is also not clear to me for many of the profiteers why a humanoid robot is more beneficial than a specialized robot that is not similar to humans.
2
immagine del profilo
@Prg I think the basic idea here is that the entire human living environment is already optimized for the human body, which means that humanoid robots can be integrated much more efficiently.

In the end, it will probably be a continuum of specialized monsters and generalized humanoids. 🤷
immagine del profilo
@Prg @Epi
Yes, I agree with what Epi wrote here 👍 I couldn't have put it better myself. In the end, what counts most for companies is financial progress. If humanoid robots can cut costs by a third, that naturally plays into their hands. Efficiency and profit are paramount, which is precisely why development will continue in this direction.
immagine del profilo
Funniest sentence of the year:

"Morgan Stanley and Goldman Sachs expect the market to be worth between 38 billion and three trillion US dollars by 2035."

Wow. That's a really precise opinion. They must be some serious experts. Really now. Really. Honestly.
2
immagine del profilo
@Charmin
Exactly 😄 That's how the "experts" or "gurus" protect themselves, with such a huge range you can hardly be wrong. The main thing is to be right somehow in the end. 🤷‍♂️
immagine del profilo
I only have $9868 from them. But share and derivative. I also have a derivative on $TSLA and $NVDA in my savings plan. But not all because of the fantasy of humanoid robots.
I still have pure robotics shares in $RR. These are for gastronomy. That's where I see the most potential.
1
immagine del profilo
@Multibagger
Thank you for the exciting insight, Chris 🙌 I didn't have Richtech Robotics on my radar before, but the stock is definitely going on my watchlist now. The share price looks really interesting and the gastronomy sector could offer real potential here. Maybe you've discovered the next little tenbagger 😉
1
immagine del profilo
Thank you for this once again great contribution. It looks like a lot of work once again.
It remains exciting. X Peng is significantly more exciting for me than Tesla, and that at the valuation. But I'm out of China.
Otherwise, my last company presentation $TDY Teledyne should also benefit.
1
immagine del profilo
@Tenbagger2024
Thank you for your feedback 🙏 I'm glad you see and appreciate the work. I also find Xpeng more exciting than Tesla. There's just too much hype and fantasy with Tesla. We've already talked about Teledyne, it definitely remains an exciting company. 🚀
1
immagine del profilo
@EpsErawhat does XPeng currently have up its sleeve in the field of humanoid robotics?
1
immagine del profilo
@Geraldomarello
XPeng has the Iron..if you click on the link in the sources and scroll to page 47 you will see the presentation. LG
immagine del profilo
Had $3750 on my watchlist for a long time. I'm in now. I see enormous potential for the share
1
Partecipa alla conversazione