3 6 Ke·2025-12-08 08:33Core Viewpoint - Morgan Stanley's recent report predicts that Apple is advancing its humanoid robot plans to create a new growth engine, with the potential to significantly impact the robotics market [1][3]. Group 1: Apple's Advantages - Apple has a strong brand premium and manufacturing scale, with over a billion users globally, providing a unique user base that is difficult for competitors to match [3]. - The company has accumulated technical reserves and experience in areas like computer vision and embodied AI, which can be reused in robotics [3]. - Apple's vertical ecosystem integration allows for self-research and control over core components, enhancing its ability to gather vast amounts of visual data from its user base [6]. - The company has increased its focus on robotics through hiring and patent applications, indicating a commitment to this field [4]. Group 2: Apple's Disadvantages - Apple is currently lagging behind other giants in self-research and investment in robotics, which may hinder its ambitions [7]. - The upcoming leadership change, with CEO Tim Cook likely stepping down, introduces uncertainty regarding the direction of Apple's robotics initiatives [7][8]. - Apple's conservative corporate culture and decision-making processes may stifle innovation necessary for success in the robotics sector [8]. - The company's AI capabilities are perceived as relatively weak, which could impact the effectiveness of its robotics efforts [8][9]. Group 3: Potential Impact of Apple's Robotics - Apple plans to launch a desktop robot by 2027, aimed at serving as a virtual companion, although its functionality appears limited compared to existing devices [10][12]. - The company is exploring advanced human-robot interaction capabilities, which could enhance user engagement with robotics [13]. - Apple's development of a robust supply chain for critical components, such as rare earth magnets, may influence the global robotics industry and improve supply chain resilience [14].