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Investing.com -- Apple is reportedly preparing to enter the robotics market, a move that Morgan Stanley says could mark “one small step on your desk. One giant leap for AI.”
According to Bloomberg, Apple is expanding its smart home manufacturing in Vietnam with BYD handling assembly, testing, and packaging for new products, including a HomePod-style smart display and a motorized tabletop robot.
The devices are expected to launch in 2026 and 2027, though they would “likely still face U.S. import tariffs despite the production shift,” Morgan Stanley said.
“Apple reportedly is making robots. Let that sink in. Apple – the world’s 3rd most valuable company – is making robots,” Morgan Stanley wrote.
The firm added that a company with Apple’s “resources and pedigree can have a deterministic impact on the world of robotics.”
Morgan Stanley called the development “another ‘moment’ in the journey of AI getting physical,” noting that “as AI moves from the digital world (bits & bites) to the physical world (atoms and photons), investors can expect to see unprecedented examples of tech firms moving into the industrial world.”
The firm also highlighted what it called the “Race for Photons,” saying, “You could have all the compute in the world – but you can’t train a Vision Language Action model without vision data.”
Turning to the competitive landscape, Morgan Stanley said that “Elon Musk may have been early on identifying the opportunity of physical AI and robotics,” but that “the secret is out,” with Apple now joining the “Mag 7 names” targeting the field.