According to Morgan Stanley research, the next major milestone for Apple could be the release of humanoid robots. The investment bank suggests that Apple's nascent robotics business could potentially generate $130 billion a year in revenue, according to a Morgan Stanley note cited by Yahoo Finance.
"Given Apple's share of the consumer electronics market, as well as the monetization potential of both hardware devices and services, we cautiously estimate that robotics revenue could reach $130 billion by 2040 in the base case scenario - assuming Apple's market share is 9% in 15 years," said the report, authored by Apple analyst Eric Woodring.
In the most optimistic scenario, Morgan Stanley estimates that Apple's share of the robot market in 2040 will reach 22%, "comparable to the iPhone's share of the global market today," Bloomberg writes. In this scenario, Apple's revenue could reach nearly $300 billion.
Context
Apple has been developing the technology needed for robotics for years - including a closed project to create an unmanned car. According to Bloomberg journalist Mark Gurman, the company is working on a desktop robotic arm with an iPad-style screen that can turn toward the user while communicating.
"By 2040, we forecast annual sales of 415k humanoid robots for households in the U.S., with a total of 1.6 million devices installed, which translates to a penetration of 1.65% of households," Woodring wrote. - We also expect the average price of a humanoid robot to be around $30k by this point, although it will likely continue to decline over time."
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