Robotics Supply Chain Poised to Benefit Ahead of Scaled Humanoid Deployment
Dow Jones10-26 17:01
0901 GMT - The robotics supply chain is set to benefit ahead of scaled deployment of humanoid robots, Morgan Stanley says in a research note. While MS's recent survey indicates a delay in commercial deployment, the bank thinks component demand could emerge faster, supported by more pilot projects as integrators rush to accumulate real-world data. "Suppliers could therefore benefit ahead of downstream integrators," MS says. Suppliers such as Leader Harmonious Drive Systems are seeing strong demand and expanding capacity rapidly, the bank adds.
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