UBS examines opportunities from humanoid robots for the tech sector

June 22, 2025 01:05 AM PDT | By EODHD

Google News:

UBS examines opportunities from humanoid robots for the tech sector — Image source: Kalkine Media

Recent News

Estée Lauder (NYSE:EL) Stock Gains As Leadership Strategy NYSE Composi...

Oceaneering International Earnings Growth Shows Positive Signs for (NY...

JPMorgan (NYSE:JPM) Chase Fixed Strengthen Experience Dow Jones Indust...

Realty Strengthens (NYSE:O) Financial Position NYSE Composite

Investing.com -- UBS sees humanoid robots as a potential long-term driver of growth for the technology sector, with the opportunity spanning semiconductors, hardware, imaging, and assembly. In a new Q-Series report, the bank estimates that annual global demand for humanoids could grow from 15,000 units in 2025 to 86 million by 2050, driving a more than 40% compound annual growth rate (CAGR) over the period. UBS estimates the semiconductor market tied to humanoids could scale from $21 million in 2025 to $177 billion in 2050 under its base case—equivalent to 28% of the industry’s 2025 size. The report highlights semiconductors as “a key enabler supporting the humanoid’s intelligence,” with demand for processing, connectivity, sensing, storage and analog content benefiting chip suppliers and foundries. Hardware suppliers could also gain from both launching branded robots and integrating humanoids into factory operations.

UBS views AI as a pivotal driver in accelerating humanoid adoption. The firm notes that “humanoids can be a strong product cycle for tech,” and that AI models such as simulation frameworks and on-device visual language models could help advance training and cognitive capabilities. “The benefits are long-term in nature but an inflection could pull in with AI to drive a tech product cycle as humanoids drive a compute intensive replacement of manual labor,” the analysts led by Randy Abrams wrote. UBS has built a semiconductor bill of materials for a high-end humanoid at around $1,400 in 2025, with potential to increase to $2,000 by 2050 as complexity and functionality rise. Key component categories include a $500 main processor, DRAM and NAND storage, MCUs for motor control, analog components, and multiple sensors and camera modules.

Potential stock beneficiaries span chipmakers such as NVIDIA Corporation (NASDAQ:NVDA), Qualcomm (NASDAQ:QCOM), MediaTek Inc (TW:2454), and Taiwan Semiconductor Manufacturing (NYSE:TSM); hardware names including Samsung (KS:005930), Xiaomi (OTC:XIACF), and Teradyne (NASDAQ:TER); and component suppliers such as Largan, Sony (NYSE:SONY), Bizlink, Micron (NASDAQ:MU), and Infineon (OTC:IFNNY). Assembly firms like Hon Hai (TW:2317), Quanta Services Inc (NYSE:PWR), and Wistron Corp (TW:3231) also feature on UBS’s radar. UBS expects the major inflection point for humanoid adoption to occur between 2030 and 2050 but notes that the pace could accelerate as companies roll out dedicated hardware and AI platforms. For example, Nvidia plans to roll out its Thor platform for on-device humanoid processing, alongside simulation and training tools, while hardware manufacturers including Hon Hai, Quanta, and Wistron are developing humanoid robots for use in factories, healthcare, and hospitality. At the same time, consumer tech brands such as Xiaomi and Asustek (TW:2357) are working on home-oriented models that integrate AI and smart device technologies.

Disclaimer

The content, including but not limited to any articles, news, quotes, information, data, text, reports, ratings, opinions, images, photos, graphics, graphs, charts, animations, and video (Content) is a service of Kalkine Media LLC., having Delaware File No. 4697309 (“Kalkine Media, we or us”) and is available for personal and non-commercial use only. The principal purpose of the Content is to educate and inform. The Content does not contain or imply any recommendation or opinion intended to influence your financial decisions and must not be relied upon by you as such. Some of the Content on this website may be sponsored/non-sponsored, as applicable, but is NOT a solicitation or recommendation to buy, sell or hold the stocks of the company(s) or engage in any investment activity under discussion. Kalkine Media is neither licensed nor qualified to provide investment advice through this platform. Users should make their own enquiries about any investments and Kalkine Media strongly suggests the users to seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice), as necessary. Kalkine Media hereby disclaims any and all the liabilities to any user for any direct, indirect, implied, punitive, special, incidental or other consequential damages arising from any use of the Content on this website, which is provided without warranties. The views expressed in the Content by the guests, if any, are their own and do not necessarily represent the views or opinions of Kalkine Media.
The content published on Kalkine Media also includes feeds sourced from third-party providers. Kalkine does not assert any ownership rights over the content provided by these third-party sources. The inclusion of such feeds on the Website is for informational purposes only. Kalkine does not guarantee the accuracy, completeness, or reliability of the content obtained from third-party feeds. Furthermore, Kalkine Media shall not be held liable for any errors, omissions, or inaccuracies in the content obtained from third-party feeds, nor for any damages or losses arising from the use of such content. Some of the images/music that may be used on this website are copyrighted to their respective owner(s). Kalkine Media does not claim ownership of any of the pictures/music displayed/used on this website unless stated otherwise. The images/music that may be used on this website are taken from various sources on the internet, including paid subscriptions or are believed to be in public domain. We have used reasonable efforts to accredit the source (public domain/CC0 status) to where it was found and indicated it, as necessary.
This disclaimer is subject to change without notice. Users are advised to review this disclaimer periodically for any updates or modifications.