Applications: Robotics
Pages 256–263 (8 pages)
Text on page 258
Market Overview - Bipedal Humanoid Robot BHR Focus & Battery Demand Impact
Goldman Sachs 2035 forecast is only 38% industrial applications
Morgan Stanleyʼs 2050 forecast puts BHR population at 930 million with 90% for commercial and industrial applications
Segmentation mix will heavily influence battery demand where C&I applications will require more frequent pack replacements
Goldman Sachs modeled battery at “1%ˮ of BOM in 2024 $600
Battery demand KPI will be based on existing fleet rather than current year units sold like EV
1 billion BHRs needing an annual replacement of a 2 kWh pack creates 2 TWh of demand
Source: Goldman Sachs, Morgan Stanley
Extracted from the PDF; charts and images may read imperfectly.
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