Morgan Stanley Predicts $133B Annual Opportunity for Apple in Humanoid Robotics
Apple's potential foray into humanoid robotics could yield a $133 billion annual revenue stream by 2040, according to Morgan Stanley analysts. The tech giant's consumer expertise and existing robotics technology—developed during its abandoned self-driving car project—position it to capture 9% market share in the emerging sector.
The report highlights Apple's ability to monetize both hardware and services in robotics, with prototypes already in development including a tabletop robotic arm with iPad-like interactivity. This diversification play comes as the company seeks new growth vectors beyond its Core product lines.