SIASUN(SZ:300024) Ge Long Hui·2025-12-16 02:21Core Insights - Morgan Stanley predicts global robot hardware sales will surge from $100 billion in 2025 to $500 billion by 2030, $9 trillion by 2040, and exceed $25 trillion by 2050. Including software services and maintenance, the actual market size will double [1] Group 1: Market Growth Factors - The growth will be driven by five key factors: scenario explosion, cost reduction, policy support, labor replacement, and AI empowerment [1] - By 2050, it is expected that 1.4 billion robots will be sold globally, with a total operational volume of 6.5 billion units [1] Group 2: Component Demand - The demand for upstream components will see a significant increase, requiring 5.7 billion cameras (a 95-fold increase from 2025), 27 billion motors (a 260-fold increase), 41 billion bearings (a 200-fold increase), 1.7 million tons of rare earth magnets (a 480-fold increase), and 26 terawatt-hours of battery capacity (a 1450-fold increase) by 2050 [1] - Suppliers of motors, bearings, rare earth materials, and AI chips are expected to experience a golden decade [1] Group 3: China's Position - China, leveraging its manufacturing capabilities, rare earth resources, and policy support, is set to achieve large-scale production in industrial robots, drones, and autonomous driving, projected to account for 26% of global robot sales by 2050 [1] - In the global humanoid robot supply chain, Chinese companies dominate with a 63% market share, particularly excelling in motors, sensors, and structural components [1]