Deutsche Bank significantly raised its forecast for Siasun Robot & Automation's shipments: doubling to 50,000 units by 2026 and aiming for 7 million units by 2050.

Deutsche Bank has significantly raised its global humanoid Siasun Robot & Automation market shipment forecast, increasing the 2026 forecast from the previous baseline of 17,500 units in 2025 to nearly 50,000 units, more than doubling, and predicting that global shipments will reach 7 million units by 2050. Iris Zheng, director of automation and industrial research at Deutsche Bank in Asia-Pacific, released a research report on Monday indicating that the humanoid Siasun Robot & Automation market is showing obvious signs of scaling up due to the dual catalysts of accelerated production by Chinese manufacturers and Tesla's push for mass production. Based on this, their team raised global market forecasts for 2026 to 2029: global shipments approaching 50,000 units in 2026, further rising to approximately 700,500 units in 2030, and a long-term target of 7 million units by 2050. China is expected to maintain its position as the largest market globally in the foreseeable future, with shipments expected to double to around 40,000 units in 2026. Iris Zheng pointed out that Chinese manufacturers are benefiting from increased affordability, aggressive sales strategies, and IPO expansion plans, leading Yushu to the forefront of the industry. In contrast, US shipments are expected to gradually increase over a longer period. This assessment is consistent with the recent stance of Goldman Sachs. Goldman Sachs Asia trading desk stated last month that the next stage of artificial intelligence development is shifting from chip deployment to real-world deployment, with humanoid Siasun Robot & Automation being the clearest frontier for monetization, and the structural tailwinds brought by labor shortages and automation demand are accelerating industry adoption processes and driving investors to rotate funds into companies related to Siasun Robot & Automation in South Korea, Japan, and China. Significant upward revision: Enhanced signaling of industrial scaling Iris Zheng stated in the report that the humanoid Siasun Robot & Automation market is transitioning from a speculative stage to an early stage of commercial scaling, driving this round of upward revisions. The latest forecast from Deutsche Bank has raised the global shipment target for 2026 to nearly 50,000 units, more than doubling the previous forecast of 17,500 units in 2025; the 2030 shipment target further jumped to approximately 700,050 units; and by 2050, the market size's long-term target is up to 7 million units. Behind this scaling process is the continuous penetration of humanoid Siasun Robot & Automation in various scenarios such as household cleaning, factory goods sorting, road and airspace navigation, and even military uses. Iris Zheng believes that the capabilities of large models are extending from desktop and mobile ends to physical entities capable of independent operation in the real world, and the scaling stage of physical artificial intelligence has entered a critical window. In terms of regional dynamics, China is the core engine driving this round of shipment growth. Deutsche Bank predicts that China's shipments will double to around 40,000 units by 2026, accounting for the vast majority of the forecast global shipments. Iris Zheng attributed this growth to three factors: the continuous decline in prices of humanoid Siasun Robot & Automation increasing accessibility significantly; leading manufacturers adopting aggressive sales strategies to aggressively seize market share; and a large number of companies accelerating capacity expansion using IPOs as an opportunity. In this context, Yushu has emerged as a leading player in the industry. Shipments in the US market are expected to grow relatively modestly and gradually over time. Goldman Sachs also holds a similar logic in its long-term investment themes, believing that with the acceleration of structural demand, valuation discounts of Asian companies related to Siasun Robot & Automation remain attractive in a context of stronger growth momentum, as it is "an early-cycle opportunity to position oneself before years of capital rotation enter the Siasun Robot & Automation ecosystem." Currently, there is still considerable room for catching up with the performance of the Goldman Sachs Asian humanoid Siasun Robot & Automation basket (GSXACHUM) relative to the Asian power basket (GSXAPOWG). This article is reprinted from "Wall Street News", by Zhang Yaqi; GMTEight editor: Chen Siyu.