Automakers Pilot Humanoid Robots: Validation Matters More Than Replacing Labor
Morgan Stanley estimates that the humanoid robot market could reach $5 trillion by 2050, and automakers including BMW, Renault, Mercedes-Benz, and Tesla have already been testing related equipment in factories. Tesla is shifting the space of its former Model S and Model X production lines at the Fremont factory to Optimus, Renault plans to deploy 350 units in 2027, and Mercedes-Benz aims to use them on assembly lines by 2030. Currently, humanoid robots cost about $20,000 to $200,000, but constrained by battery life of only a few hours, insufficient hand dexterity, reliability yet to be proven, and the level of factory digitalization, trials at this stage are mainly for technical validation, and there is still a long way to go before large-scale replacement of human labor.
49119 hours ago
