Daiwa: The market size of humanoid robot chips will accelerate its expansion.

Morgan Stanley predicts that by 2045, the market size of semiconductor for humanoid robots will reach $305 billion, with a demand growth of approximately 15% from 2025 to 2030, followed by a further 40% growth. By 2050, the global market size of humanoid robots is expected to reach $5 trillion, with a cumulative deployment of 1 billion units. During this growth that spans several decades, the semiconductor industry will see new growth opportunities.