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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 sensible dwelling ecosystem.

Although chatter about Apple’s robotics ambitions intensified after Apple CEO Tim Prepare dinner tweeted Wednesday that individuals ought to “prepare to fulfill the latest member of the household” at an Apple launch occasion subsequent week, hardly anybody believes the corporate will probably 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—usually based mostly on insider info from Asian provide chain sources—excited hypothesis together 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 corporations 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 vital investments in humanoid robotics.)

The fast developments in AI and robotics have led to daring predictions, together with by Tesla CEO Elon Musk, who speculated in October that robots may outnumber people by 2040, probably 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 begin earlier than 2028.

“Many tasks by no means progress past proof-of-concept,” Kuo wrote. “The Apple Automotive might be essentially the most notable instance of a challenge that bought caught at this stage.”

This isn’t the primary time that pundits have recommended that Apple may be introducing a robotic to its product lineup. And clearly Apple, which produced a TV collection that includes a really Apple-like dwelling robotic, isn’t precisely tamping down hypothesis.

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

However what type its first providing would possibly 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 trying like Sunny.

“Apple execs are educated on the client 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 quite a lot of extra particular, constrained robots to get us used to them.”

Whereas Scoble is skeptical of Apple’s skill to guide in AI and robotics, he recommended 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 carried out properly, and it appears to be like like it’s, it is going to assist customers develop comfy with Apple as a robotics firm,” he mentioned.

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

“We’re nonetheless within the stage of creating these robots understand the atmosphere and act like people,” Professor of Pc 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 identical 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

Usually Clever E-newsletter

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



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