Morgan Stanley: Apple Could Earn $133 Billion a Year From Humanoid Robots by 2040 — As Big as Today’s App Store
Morgan Stanley projects Apple could earn $130–$133 billion annually from humanoid and home robotics by 2040, matching the scale of today’s App Store. The bank expects Apple’s first product, a motorized tabletop home hub, as early as 2027. The report suggests robotics could eventually account for up to a quarter of Apple’s valuation.