‘EV moment’ for humanoid robots may be 5 years away, UBS says

Jul 9, 2025

Humanoid robots are unlikely to deliver significant productivity gains or be disruptive to household routines within the next five years, due to major barriers in artificial intelligence (AI), data collection and inadequate regulatory frameworks, according to UBS. “The ‘EV moment’ [for humanoid robotics] may not happen within five years,” Phyllis Wang, China industrials analyst at UBS Securities, said at a briefing on Monday. Wang defined an “EV moment” as the pivotal breakthrough when...

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