Automakers Are Building Humanoid Robots for Their Own Factories. Blue-Collar Displacement Could Follow Within Two Years.
A Bernstein analyst note argues automakers aren't just adopting robots — they're building them. Tesla, Hyundai, and a cluster of Chinese OEMs are targeting commercial humanoid deployments as early as 2026, with volume production in 2027, creating a structural reason why blue-collar displacement is accelerating.