Shay Boloor: Morgan Stanley sees humanoid robots using $7,200 of analog and power chips by 2030

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Shay Boloor: Morgan Stanley sees humanoid robots using $7,200 of analog and power chips by 2030 — Morgan Stanley sees robot chip content rising

Morgan Stanley projects that by 2030, each humanoid robot could carry about $7,200 worth of analog and power chips. Shay Boloor shared the bank's estimated breakdown by supplier, including ADI at $1,625 per robot generating $355 million, ON at $1,125 per robot generating $246 million, and IFX at $1,094 per robot generating $239 million. These figures reflect Morgan Stanley's projected scenario for chip suppliers.

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Shay Boloor previously noted that Apple's foldable iPhone Duo sold out within minutes of preorders opening. In another recent article, Boloor reported that Elon Musk said debt markets have mostly closed to AI-only neoclouds. The latest projections add to the series of industry updates covered by Boloor.

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