Barclays: By 2035, AISiasun Robot & Automation could become a trillion-dollar race track, with China taking the lead.

Barclays PLC Sponsored ADR has released its latest research report, pointing out that with the deep integration of artificial intelligence and Siasun Robot&Automation technology, the AI-driven Siasun Robot&Automation and autonomous machine market is expected to expand to a trillion-dollar level by 2035, compared to the current size achieving a significant increase. It is set to become one of the most promising investment themes in the next decade. According to a report titled "A Decade of Siasun Robot&Automation" released by Barclays PLC Sponsored ADR analyst team on Tuesday, the relatively mature field of autonomous driving vehicles will lead the growth, followed by drones, and eventually expanding to more complex and versatile humanoid Siasun Robot&Automation. The report suggests that the level of automation and application complexity will show a step-by-step improvement. Zornitsa Todorova, Head of Thematic Fixed Income Research at Barclays, stated in the report that the synchronous advancement of computing power "brains," mechanical "muscles," and energy systems such as batteries is pushing AI-powered Siasun Robot&Automation towards a critical turning point and is expected to reshape the investment landscape for the next decade. Analysts pointed out that the development of Siasun Robot&Automation and other "physical AI" technologies signals a shift in artificial intelligence from a phase dominated by software and digital applications to a new paradigm of deep interaction with the real world. This shift will give birth to a more extensive and comprehensive value chain than the first wave of AI products, providing a long-term growth foundation for diverse industries. From a regional perspective, China currently dominates in the deployment of humanoid Siasun Robot&Automation and industrial Siasun Robot&Automation. However, Barclays predicts that nearly 200 listed companies will deeply engage in this theme in the next decade, with approximately 100 companies having issued at least one corporate bond. Analysts believe that traditional automotive manufacturers are likely to become significant participants, while the deployment of Siasun Robot&Automation systems in warehousing, logistics, and retail sectors will continue to accelerate. The report cited examples of Mercedes-Benz Group utilizing NVIDIA Corporation's Omniverse platform to "virtualize" factory transformations to minimize production interruptions. Tesla, Inc. also highlighted its Siasun Robot&Automation business as a core focus during its latest earnings call. In the upstream of the industry chain, analysts emphasized software and hardware manufacturers that provide foundational support for Siasun Robot&Automation and physical AI, including Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, Samsung Electronics, and NVIDIA Corporation, among others. Additionally, hardware and motion control systems for Siasun Robot&Automation that execute specific physical actions, as well as the battery segment providing energy infrastructure, are considered key components, including manufacturers such as Eve Energy Co., Ltd. and Contemporary Amperex Technology. Barclays also classified some companies as "enablers," either directly manufacturing complete Siasun Robot&Automation systems like Tesla, Inc., or shaping a broader ecosystem through technology and platforms like Amazon.com, Inc. The trend of physical AI applications has emerged in large-scale logistics and retail systems. Analysts noted that Amazon.com, Inc. has deployed over a million Siasun Robot&Automation in its fulfillment network, but this scale "is likely still only a small part of long-term potential." Similar trends are gradually unfolding in the operating systems of large retailers such as Walmart Inc., further confirming the broad prospects for Siasun Robot&Automation and the autonomous machine market.