Wall Street Sees $1.7 Trillion Humanoid Robot Market by 2050, Backs 2 Parts Suppliers
Updated
Updated · Yahoo Finance · Aug 8
Wall Street Sees $1.7 Trillion Humanoid Robot Market by 2050, Backs 2 Parts Suppliers
3 articles · Updated · Yahoo Finance · Aug 8
Summary
$1.4 trillion to $1.7 trillion a year by 2050 is UBS's forecast for humanoid robotics, with the latest investor focus shifting from robot makers to suppliers of core components.
TE Connectivity and Amphenol were highlighted because humanoid robots need connectors, sensors, power systems and motion-control hardware regardless of which manufacturer wins.
TE has already said it is working with robot developers on specialized connectors, position sensors and power-management parts, tying its existing industrial business to future humanoid demand.
TE's third-quarter 2026 results also showed why suppliers appeal to investors now: revenue rose 14% to a record $5.16 billion and adjusted EPS climbed 22% to $2.94.
The broader investment case mirrors Nvidia's role in the AI boom, betting that supply-chain companies can capture growth even if the eventual robot-market leaders change.