Apple's robotics may earn as much as today's App Store by 2040

Apple Robotics Could Reach $130 Billion Revenue by 2040

Analysts project that Apple's yet-to-be-launched robotics division might generate around $130 billion annually by 2040. This would rival the current scale of the App Store and surpass the combined revenue from Mac and iPad sales.

Predictions by Morgan Stanley

Morgan Stanley anticipates Apple's next major business beyond phones and headsets will be robotics. The bank's analysts estimate this new platform could account for up to 25% of Apple's share price by 2040, matching revenue from Apple's core product lines.

Upcoming Products and Strategy

The report outlines Apple Robotics as the successor platform after Apple Intelligence. The first product, expected in 2027, is described as a motorized tabletop hub that moves or tracks users while assisting with daily tasks both at home and in the office.

"A motorized tabletop hub designed to move and track users as it assists with daily tasks."

This mirrors Apple's usual approach of waiting for a market to mature and early errors to be addressed before entering with a product aimed at broad adoption. Robotics is seen as a way to link Apple’s digital experiences to the physical environments of users’ lives and workplaces.

Robotics as Apple's Next Platform Shift

Morgan Stanley highlights “embodied AI”—the integration of intelligence with physical machines—as the next major platform shift. They believe Apple's expertise in hardware, software, and silicon chips positions the company to create autonomous machines successfully.

"Embodied AI, which combines intelligence with mechanical form, as the upcoming platform shift."
Summary

Apple Robotics is forecasted to become a major revenue source by 2040, potentially transforming how the company integrates digital and physical experiences through autonomous machines.

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AppleInsider AppleInsider — 2025-11-07

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