Morgan Stanley projects Apple could earn up to US $133 billion annually from humanoid robots by 2040, driven by its embodied AI strategy and ecosystem strengths. While potential is vast, the firm warns of steep competition and long-term execution risks
Assuming the business grabs about 9% of the world’s humanoid-robot market, Morgan Stanley has forecast a daring revenue outlook for Apple Inc. This suggests that its developing robotics program might produce nearly US$130-133 billion yearly by 2040. Research by the investment bank indicates that Apple’s entry into embodied AI —robots that combine mechanical motion with intelligence —may become the company’s next significant pillar, alongside its iPhone, Mac, and Services divisions.
The company contends that Apple is well-positioned to deploy robotics at scale thanks to its vertical integration, a device base of over 2 billion units, and Silicon+ software control. Morgan Stanley’s
The road to this result is supposed to start with a near-term consumer robotics item, allegedly a tabletop hub or assistive device, followed by scaling into whole humanoid-robot forms as prices decline and artificial intelligence matures. The company views the following as crucial signs to keep an eye on: Important recruiting and alliances in mobility engineering and robotics. Significant developments in Apple’s ‘Apple Intelligence,’ an artificial intelligence platform that may help local reasoning and sensor-based robotics moves in the supply chain and manufacturing point at large-scale implementation. Recently, Apple $1B deal with Google
Though the upside is great, Morgan Stanley warns that Apple joins a competitive arena with already existing players like Tesla, Inc.’s Optimus programme, and other humanoid platform projects. Moreover, transforming robotics from curiosity machines into trusted home assistants calls for reliability, cheapness, and wide ecosystem support, areas where Apple is strong but still untested in robotics. Should Apple realize its robotics vision, it could unlock a business sector matching the scale of its main hardware lines.
