SIASUN(SZ:300024) Sou Hu Cai Jing·2025-12-16 02:22Core 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, with the market size potentially doubling when including software services and maintenance revenue [1] - By 2050, it is estimated that 1.4 billion robots will be sold globally, with a total operational volume of 6.5 billion robots, driven by five key factors: scenario explosion, cost reduction, policy support, labor replacement, and AI empowerment [1] Group 1 - The demand for upstream components will see a significant increase, with the need for 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 [3] - Motor, bearing, rare earth, and AI chip suppliers are expected to experience a golden decade due to this surge in demand [3] Group 2 - China is positioned to leverage its manufacturing capabilities, rare earth resources, and policy support to achieve large-scale production in industrial robots, drones, and autonomous driving, projected to account for 26% of global robot sales by 2050, with even higher market shares in industrial robots and drones [3] - Chinese companies dominate the global humanoid robot supply chain with a 63% market share, particularly excelling in motors, sensors, and structural components [3]