Humanoid robotics: A deep dive into automation’s next frontier

May 16, 2025

Karen Li, head of Hong Kong Equity Research at JP Morgan, provides keen insights into the booming humanoid robotics industry, particularly in China. She discusses how these AI-powered machines are set to address labor shortages and transform sectors like manufacturing and healthcare. The conversation highlights the increasing demand for humanoid robots and their potential roles in hazardous environments. Li also examines China's competitive edge in manufacturing and the growing interest from investors in this revolutionary market.

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INSIGHT

Humanoid Robots' Early Roles

Humanoid robots are designed to mimic human actions and interactions but may not look exactly like humans initially.
They will likely start by working in factories and warehouses, replacing existing robots and automated vehicles.

INSIGHT

Robots to Address Labor Challenges

Humanoid robots will address labor shortages by performing dangerous and repetitive tasks.
Longer term, they could become personalized helpers, teachers, or doctors interacting closely with people.

INSIGHT

Humanoid Robot Market Growth

The humanoid robot market could reach one robot per person globally in 10–20 years.
Production is expected to grow rapidly, reaching about 200,000 units globally by 2030.

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Humanoid robots, AI-powered machines resembling humans, are poised to transform automation by addressing labor shortages and revolutionize sectors such as manufacturing and healthcare. How soon can we expect to see these advancements and what is the investment outlook? Join Kelly Wen, head of Hong Kong and China Equity sales and Karen Li, head of Hong Kong Equity Research and Asia Infrastructure, Industrials and Transport Research to explore the key developments and growth prospects for the humanoid robot industry.

This episode was recorded on April 28, 2025.

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