IT之家 · 智能时代T2·Industry
72 pts
JPMorgan projects US humanoid robot output will reach 300,000 to 400,000 units by 2030 and about 1.5 million by 2035, driven by labor shortages and falling costs. The report flags dexterous hands, actuators, robot brains and production capacity as key bottlenecks, noting most US makers target only 10,000 to 30,000 units annually and that component suppliers offer better near-term investment opportunities than OEMs.