11.06.2025
Analysts estimate as-yet unlaunched Apple Robotics could generate about $130 billion a year by 2040, matching the scale of the App Store and greatly exceeding the combined revenue of Mac
Apple's next big market is robotics
Morgan Stanley believes Apple's next major business line could move beyond phones and headsets into robotics. The bank's analysts predict that a new platform could represent as much as a quarter of Apple's share price by 2040, generating revenue that rivals its core products.
The report outlines Apple Robotics as the company's next platform after Apple Intelligence, with the first product expected in 2027— a motorized tabletop hub designed to move and track users as it assists with daily tasks.
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