Morgan Stanley raises forecast for humanoid robot shipments from China - ForkLog

# Morgan Stanley has raised the forecast for the supply of humanoid robots from China

The forecast for the supply of Chinese humanoid robots in 2026 has been revised from 28,000 units to 50,000. This was reported by South China Morning Post (SCMP) citing a Morgan Stanley report.

In January 2026, the same bank had already revised its estimate for 2026 — from 14,000 to 28,000 units.

Morgan Stanley explained the new forecast figures with the growth in the number of Chinese companies, including Xpeng, which announced plans for mass production by the end of the year. Other reasons cited include confirmation of the commercial viability of the devices, government support, and changes in supply chains.

According to the bank’s estimate, the share of full-sized humanoid robots will increase from 30% in 2026 to 50% in 2027 and 70% in 2028.

Morgan Stanley believes that China has accelerated due to competition among local developers, government support, and large-scale deployments for data collection necessary to improve robot performance and speed up commercialization.

SCMP also noted that Beijing recently launched a nationwide training program to shift the focus from demonstrations to the application of robots in factories, warehouses, and hospitals.

Recall that in December 2025, appliance manufacturer Midea Group developed a six-armed industrial robot MIRO U. It is planned to be implemented at a washing machine factory in Wuxi.

In June 2026, Alibaba introduced a set of AI models for robots and tasks in the physical environment. The team described the project as “a full stack for embodied artificial intelligence.”