A year after we laid our initial expectations for global humanoid robot TAM of US$6bn, we raise our 2035 TAM forecast to US$38bn resulting from a 4-fold increase in our shipments estimate to 1.4mn units with a much faster path to profitability on a 40% reduction in bill of materials. We believe our revised shipment estimate would cover 10%-15% of hazardous, dangerous and auto manufacturing roles. AI acceleration, technology breakthroughs, greater capex investments are the key drivers of
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