๊ณจ๋“œ๋งŒ์‚ญ์Šค๋Š” ์ค‘๊ตญ์˜ ํœด๋จธ๋…ธ์ด๋“œ ๋กœ๋ด‡ ๋ฐฐ์น˜๊ฐ€ ๋งค์šฐ ๋น ๋ฅธ ์†๋„๋กœ ์ง„ํ–‰๋˜๊ณ  ์žˆ์–ด ๋ถˆ๊ณผ ๋ช‡ ๋‹ฌ ์ „ ๋ฐœํ‘œํ–ˆ๋˜ 2026๋…„ ์ „๋ง์น˜๋ฅผ ๋‘ ๋ฐฐ๋กœ ์ƒํ–ฅ ์กฐ์ •ํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”์Šต๋‹ˆ๋‹ค.


"์›”์ŠคํŠธ๋ฆฌํŠธ์˜ ํ•œ ์€ํ–‰์€ ํ™”์š”์ผ์— ์ค‘๊ตญ์˜ ํœด๋จธ๋…ธ์ด๋“œ ๋กœ๋ด‡ ์ถœํ•˜๋Ÿ‰ ์ „๋ง์น˜๋ฅผ ์˜ฌํ•ด ๋‘ ๋ฒˆ์งธ๋กœ ์ƒํ–ฅ ์กฐ์ •ํ•˜์—ฌ 5๋งŒ ๋Œ€์— ๋‹ฌํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ–ˆ๋Š”๋ฐ, ์ด๋Š” ์ด์ „ ์ „๋ง์น˜์ธ 2๋งŒ 8์ฒœ ๋Œ€์˜ ๊ฑฐ์˜ ๋‘ ๋ฐฐ์— ๋‹ฌํ•˜๋Š” ์ˆ˜์น˜์ž…๋‹ˆ๋‹ค. ์ด ์€ํ–‰์€ ์ด๋ฏธ ์ง€๋‚œ 1์›”์— ๋ฐœํ‘œํ–ˆ๋˜ ์ดˆ๊ธฐ ์ „๋ง์น˜์ธ 1๋งŒ 4์ฒœ ๋Œ€๋ฅผ ๋‘ ๋ฐฐ๋กœ ์ƒํ–ฅ ์กฐ์ •ํ•œ ๋ฐ” ์žˆ์Šต๋‹ˆ๋‹ค."

์„œ๊ตฌ ์–ธ๋ก ์ด ์ค‘๊ตญ์˜ ๊ณผํ•™๊ธฐ์ˆ  ๋ถ„์•ผ๋ฅผ ์ œ๋Œ€๋กœ ๋ณด๋„ํ•˜์ง€ ๋ชปํ•˜๊ธฐ ๋•Œ๋ฌธ์—, ์ค‘๊ตญ์˜ ๋ฐœ์ „์€ ๋งŽ์€ ์‚ฌ๋žŒ๋“ค์—๊ฒŒ ๋†€๋ผ์›€์„ ์•ˆ๊ฒจ์ค๋‹ˆ๋‹ค. ์ž์‹ ๋“ค์ด ์„ ํƒํ•œ ์ •๋ณด ๊ฑฐ ํ’ˆ ์†์— ๊ฐ‡ํ˜€ ์žˆ๋Š” ๋งŽ์€ ์„œ๊ตฌ์ธ๋“ค์€ ์ค‘๊ตญ์ด ์ด๋ฏธ ์–ด๋–ป๊ฒŒ ์„ธ๊ณ„ ๊ณผํ•™๊ธฐ์ˆ ์˜ ์„ ๋‘์ฃผ์ž๊ฐ€ ๋˜์—ˆ๋Š”์ง€ ์•„์ง ์ œ๋Œ€๋กœ ์ดํ•ดํ•˜์ง€ ๋ชปํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ค‘๊ตญ์€ ์ธ๊ณต์ง€๋Šฅ, ์‹ ์žฌ์ƒ์—๋„ˆ์ง€, ์ „๊ธฐ์ฐจ๋ฅผ ํ†ตํ•œ ์„ธ๊ณ„ ์ž๋™์ฐจ ์‚ฐ์—…์—์„œ ์ด๋ฃฌ ๊ฒƒ์ฒ˜๋Ÿผ, ์ด์ œ ๋กœ๋ด‡ ๋ถ„์•ผ์—์„œ๋„ ๊ฐ™์€ ์ผ์„ ํ•ด๋‚ผ ๊ฒƒ์ž…๋‹ˆ๋‹ค.

๋ชจ๋“  ์ •ํ™ฉ์ด ๊ทธ๋ ‡์Šต๋‹ˆ๋‹ค. ์ค‘๊ตญ์€ ๋กœ๋ด‡ ์Šคํƒ€ํŠธ์—…์ด ๊ฐ€์žฅ ๋งŽ๊ณ , ์ด๋ฅผ ๋’ท๋ฐ›์นจํ•  ๊ฑฐ๋Œ€ํ•œ ์‚ฐ์—… ๊ธฐ๋ฐ˜์„ ๊ฐ–์ถ”๊ณ  ์žˆ์œผ๋ฉฐ, ์ด๋ฏธ ์„ธ๊ณ„ ์ตœ๊ณ  ์ˆ˜์ค€์˜ ๋กœ๋ด‡ ๋ชจ๋ธ๋“ค์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

5๋งŒ ๋Œ€๋Š” ์ ์€ ์ˆซ์ž์ฒ˜๋Ÿผ ๋ณด์ผ ์ˆ˜ ์žˆ์ง€๋งŒ, ์ด ์†๋„๋ผ๋ฉด ์ค‘๊ตญ์€ 2027๋…„์— ์ƒˆ๋กœ์šด ํœด๋จธ๋…ธ์ด๋“œ ๋กœ๋ด‡ 10๋งŒ ๋Œ€๋ฅผ ๋ŒํŒŒํ•  ๊ฒƒ์ž…๋‹ˆ๋‹ค. 2030๋…„์—๋Š” ์ค‘๊ตญ์—์„œ ๋งค๋…„ ์ƒˆ๋กœ ๋งŒ๋“ค์–ด์ง€๋Š” ํœด๋จธ๋…ธ์ด๋“œ ๋กœ๋ด‡์˜ ์ˆ˜๊ฐ€ ์ˆ˜๋ฐฑ๋งŒ ๋Œ€์— ๋‹ฌํ•  ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์Šต๋‹ˆ๋‹ค.

๋ชจ๊ฑด ์Šคํƒ ๋ฆฌ๋Š” ์ค‘๊ตญ์˜ ํœด๋จธ๋…ธ์ด๋“œ ๋กœ๋ด‡ ์ƒ์šฉํ™” ๊ฐ€์†ํ™”์— ํž˜์ž…์–ด ์ถœํ•˜๋Ÿ‰ ์ „๋ง์น˜๋ฅผ ๋‘ ๋ฐฐ๋กœ ๋Š˜๋ ธ๋‹ค.



https://www.cnbc.com/2026/06/24/morgan-stanley-china-humanoid-robot-market-forecast.html?

Morgan Stanley doubles China humanoid robot shipment forecast as commercialization acceleratesMorgan Stanley has sharply raised its outlook for China's humanoid robotics market, as early commercial deployment in real-world scenarios accelerated.www.cnbc.com