apple The company (Apple) is best known for its iPhone. But what's next? According to Morgan Stanley... The term "humanoid robot" is used to describe a robot. .
In a recently released research report, this investment bank It is claimed that Apple 's emerging robotics technology could eventually be worth more than $133 billion annually.
Analysts, including Apple watcher Erik Woodring, wrote in a report: "With the development of artificial intelligence... " As robotics transforms the physical world, Apple can leverage its vertical integration capabilities, its massive installed base of over 2.3 billion devices, and its still-unrecognized strength in robotics to become a leader in the field of embodied artificial intelligence .
"Given Apple's current market share across many leading consumer products, and considering the opportunities to monetize its products and services, we conservatively estimate that, assuming Apple's market share remains at 9% in 15 years, its robotics revenue will reach $130 billion by 2040, which is equivalent to 30% of Apple's current revenue, " he added.
Furthermore, analysts point out that this business will contribute at least 10% and potentially as much as 25% to Apple's current stock price. Morgan Stanley has given Apple an "overweight" rating with a target price of $305, implying a potential upside of approximately 24% from current levels.
Once upon a time, humanoid robots It has always been a product of science fiction. But thanks to advancements in generative artificial intelligence and smaller, more powerful computers, tech companies are increasingly proposing this concept as a viable commercial product. Manufacturers and logistics centers currently use robotic arms and robots to move large quantities of products. They have begun testing and rolling out humanoid robots to assist humans in performing specific tasks.
Apple's efforts
Over the years, Apple has developed various technologies needed for robotics, including those used in its now-defunct self-driving car project. The company is reportedly developing a desktop robotic arm with a display similar to the iPad's, which can turn towards you when you speak to it.
Woodring wrote, "We estimate that by 2040, 415,000 humanoid robots will be adopted by households in the United States each year, with a cumulative total of 1.6 million humanoid robots adopted by households, representing a household penetration rate of 1.65%."
“So far, we estimate the average price of a humanoid robot to be around $30,000, and that price may continue to decline over time,” he added.
According to Morgan Stanley analysts, Apple has many "weapons" that could make it a major player in the humanoid robot field, including its $130 billion in cash and cash equivalents, and a massive installed base of 2.3 billion devices. However, getting humanoid robots into consumers' homes still faces some significant challenges.
(Article source: CLS)
