Morgan Stanley said in a research note the humanoid-robot industry is likely to
shift toward commercialization. It observed rapid H1 development, with early use
cases expanding to production lines, sortation lines and commercial services.
Recent examples cited include continuous livestreams of humanoid robots
operating in factories and logistics, and growing deployment in unmanned retail
and interactive commercial services. Morgan Stanley added that as commercial
validation advances, pilots launched in H1 are likely to begin converting into
real applications in H2.
