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Apple Teasing Home Robots? Top Analyst Predicts Surprise for iPhone Giant

February 16, 2025
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Rumors that Apple is creating humanoid robots have begun to flow into once more after Apple analyst at TF Worldwide Securities, Ming-Chi Kuo, tweeted Wednesday that the world’s largest firm is exploring humanoid and non-humanoid robots for its good residence ecosystem.

Although chatter about Apple’s robotics ambitions intensified after Apple CEO Tim Cook dinner tweeted Wednesday that individuals ought to “prepare to satisfy the most recent member of the household” at an Apple launch occasion subsequent week, hardly anybody believes the corporate might be introducing a humanoid robotic. Most hypothesis factors to a brand new rendition of the compact iPhone SE.

Nonetheless, Kuo, who is understood for his correct predictions concerning Apple’s product roadmap—typically primarily based on insider info from Asian provide chain sources—excited hypothesis along with his tweet.

“These merchandise are nonetheless within the early proof-of-concept stage internally,” Kuo wrote. “Whereas the trade debates the deserves of humanoid vs. non-humanoid designs, provide chain checks point out Apple cares extra about how customers construct notion with robots than their bodily look.”

The push to develop humanoid robots accelerated in 2024, with firms like Tesla, Determine, Nvidia, Agility Robotics, and Boston Dynamics introducing robots designed for human-centric workplaces. (In line with a current report, Meta is even making important investments in humanoid robotics.)

The speedy developments in AI and robotics have led to daring predictions, together with by Tesla CEO Elon Musk, who speculated in October that robots might outnumber people by 2040, doubtlessly surpassing 10 billion in simply fifteen years.

Regardless of these daring predictions, even Kuo famous that the timetable for a proof-of-concept design varies, and that Apple’s robotic manufacturing is unlikely to start out earlier than 2028.

“Many initiatives by no means progress past proof-of-concept,” Kuo wrote. “The Apple Automotive might be probably the most notable instance of a venture that acquired caught at this stage.”

This isn’t the primary time that pundits have prompt that Apple is perhaps introducing a robotic to its product lineup. And clearly Apple, which produced a TV sequence that includes a really Apple-like residence robotic, isn’t precisely tamping down hypothesis.

A nonetheless from “Sunny” on Apple TV. Picture: Apple

However what type its first providing may take was hotly debated. Certainly, Kuo famous that Apple used the time period “anthropomorphic” as a substitute of “humanoid,” suggesting that maybe the corporate’s robotic roadmap would launch with one thing that carried out human chores with out wanting like Sunny.

“Apple execs are skilled on the shopper journey,” futurist and founding father of the Unaligned E-newsletter, Robert Scoble, instructed Decrypt. “We do not have robots in our properties, and so they know we aren’t able to have a humanoid robotic in ours but, so they’ll begin with a wide range of extra particular, constrained robots to get us used to them.”

Whereas Scoble is skeptical of Apple’s capability to guide in AI and robotics, he prompt that the corporate’s robotic lamp, featured in a paper by Apple’s Machine Studying Analysis division in January, might be a stepping stone towards bigger ambitions in humanoid robotics. (See video on the backside of web page.)

“If performed effectively, and it seems like it’s, it is going to assist shoppers develop snug with Apple as a robotics firm,” he mentioned.

Different robotics specialists identified that, Boston Dynamics movies however, the sphere has an extended option to go earlier than humanoid robots are prepared for prime time.

“We’re nonetheless within the stage of constructing these robots understand the atmosphere and act like people,” Professor of Laptop Science at USC and co-founder of Sahara AI, Sean Ren, instructed Decrypt. “The mental skills of pondering after which making choices is at an analogous stage to ChatGPT.”

Phil Elmer-Dewitt, who runs the favored Apple Weblog Apple 3.0, went even additional: “If Apple markets a humanoid robotic in 2028—and even 2038—I’ll eat my hat.”

Edited by Andrew Hayward

Typically Clever E-newsletter

A weekly AI journey narrated by Gen, a generative AI mannequin.



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Tags: AnalystAppleGianthomeiPhonePredictsRobotsSurpriseTeasingTop
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