Humanoid robots could be worth nearly $5 trillion market by 2050.
That’s according to analysts at Morgan Stanley.
In fact, new estimates from Morgan Stanley analysts forecast $4.7 trillion in global humanoid revenue by 2050, which the firm said is double the total revenue of the 20 largest automakers in 2024. What’s more, while auto revenue could “very well shrink over the next 25 years,” analysts estimate that global humanoid adoption will accelerate and reach roughly 1 billion units by 2050, the investment bank said, as noted by CNBC.
In addition, Goldman Sachs says global humanoid robot demand potentially achieving a $38 billion total addressable market by 2035. Bank of America. believes global humanoid robot shipments will reach 18,000 units in 2025 and 10 million units by 2035.
One way is to invest in an ETF such as the VanEck Robotics ETF (IBOT).
With an expense ratio of 0.47%, the fund replicates the price and yield performance of the BlueStar Robotics index, which tracks companies involved with robotics. Some of its 67 holdings include Nvidia, ASML Holding, Siemens, Autodesk and Teledyne Technologies. Since its starting trading in April 2023, the IBOT ETF ran from $33.13 to a high of $46.95. Now back to $38.72 thanks to the market pullback, we’d like to see it retest its prior high.
Sincerely,
Ian Cooper
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