Applications: Robotics
Page 258 of 768Directory profiles · Battery Business Directory
Organizations mentioned or cited on this 2025 report page. A historical mention does not establish current products, availability or endorsement.
Sources and links on page 258 (2)
Links embedded in the original report PDF, including citations and other references. These destinations have not been independently reviewed. Links open in a new tab.
Text on page 258
Market Overview - Bipedal Humanoid Robot (BHR) Focus & Battery Demand Impact
Goldman Sachs 2035 forecast is only 38% industrial applications
Morgan Stanley’s 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%” 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.
More in Industry (22)
Page 258 · 3/8