From Autonomous Cars to Humanoids: Automotive industry embraces Humanoids

研报英文原文证据摘录

From Autonomous Cars to Humanoids: Automotive industry embraces Humanoids

J P M O R G A N Europe Equity Research

27 July 2026

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From Autonomous Cars to

Humanoids

Automotive industry embraces Humanoids

The Global Auto sector embraces the Humanoid space globally through the Global Autos

ACentire value chain ranging from part suppliers, to manufacturing of Jose M Asumendi

Humanoids as well as integrating Humanoids in the manufacturing process. (44-20) 7742-5315

In this note, we identify by region within our coverage some of the companies jose.m.asumendi@jpmorgan.com

most likely to benefit from the Humanoid megatrend. J.P. Morgan Securities plc

Nick Lai AC

(65) 6801-3176

nick.yc.lai@jpmorgan.com

J.P. Morgan Securities Singapore Private Limited/

J.P. Morgan Securities (Asia Pacific) Limited/ J.P.

Morgan Broking (Hong Kong) Limited

Rajat Gupta AC

(1-212) 622-6382

rajat.gupta@jpmorgan.com

J.P. Morgan Securities LLC

Akira Kishimoto AC

(81-3) 6736-8646

akira.x.kishimoto@jpmorgan.com

JPMorgan Securities Japan Co., Ltd.

Sonny Lee AC

(82-2) 758 5716

sonny.lee@jpmorgan.com

J.P. Morgan Securities (Far East) Limited, Seoul

Branch

Marcelo Motta AC

(55-11) 4950-6712

From Autonomous Cars to Humanoids. Elon Musk first made this comparison marcelo.g.motta@jpmorgan.com

during Tesla's AI Day in August 19, 2021, when he initially unveiled the concept Banco J.P. Morgan S.A.

of the Tesla Bot. He explained that a humanoid robot is essentially "like an Amyn Pirani AC