News Details

Apple could make $133 billion a year on humanoid robots by 2040: Morgan Stanley

8 Nov, 2025

Apple Projected to Generate Billions from Humanoid Robots by 2040

New analysis from Morgan Stanley suggests Apple could achieve substantial revenue from the humanoid robot market within the next two decades. The technology giant is reportedly in the early stages of research and development for such devices, with the potential to generate significant annual income.

Potential Revenue Streams and Market Impact

Morgan Stanley analysts have estimated that Apple could earn up to $133 billion annually from humanoid robots by the year 2040. This projection is based on the assumption that Apple will successfully enter and capture a significant share of this emerging market. The research indicates that the development of humanoid robots represents a new frontier for the company, potentially rivaling or exceeding the revenue generated by its existing product lines.

Apple's Entry into Robotics

While details remain scarce, the report indicates that Apple is actively exploring the development of humanoid robots. The company's known expertise in consumer electronics, software integration, and supply chain management positions it to potentially become a dominant player in this sector. The timeline for product development and market entry is still under consideration, with substantial investment and research expected to precede any public release.

In conclusion, Morgan Stanley's latest analysis projects a considerable financial opportunity for Apple in the nascent humanoid robot market. The firm anticipates that Apple's entry into this sector could lead to billions in annual revenue by 2040, leveraging its established technological capabilities and market influence.