摩根士丹利看好蘋果機器人業務：Apple智能鋪路，征戰萬億級賽道

機器人網

2025/11/10

摩根士丹利（Morgan Stanley）分析師發布報告稱，蘋果的下一個重要業務線將從手機和頭戴設備擴展至機器人領域。報告預測，蘋果尚未推出的機器人業務到 2040 年可能創造約 1300 億美元（IT之家注：現匯率約合 9256.23 億元人民幣）的年收入，這一規模不僅與當前 App Store 的體量相當，更將遠超 Mac（年收入約 290 億美元）和 iPad 業務的總和，甚至比 2024 ...

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Stanley）分析師發布報告稱，蘋果的下一個重要業務線將從手機和頭戴設備擴展至機器人領域。報告預測，蘋果尚未推出的機器人業務到 2040 年可能創造約 1300 億美元（IT之家注：現匯率約合 9256.23 億元人民幣）的年收入，這一規模不僅與當前 App Store 的體量相當，更將遠超 Mac（年收入約 290 億美元）和 iPad 業務的總和，甚至比 2024 年服務業務的 960 億美元高出約 35%。報告具體描繪了蘋果的機器人產品路線圖。蘋果的首款產品預計是一款電動桌面助理機器人，計劃於 2027 年推出。該設備能夠移動並追蹤用户，協助處理家庭或辦公室的日常簡單任務。摩根士丹利認為，機器人技術，或稱「具身智能」（embodied AI），是繼移動互聯網後的下一個重大平台變革。如果蘋果能抓住這個機遇，到 2040 年有望佔據全球機器人市場約 9% 的份額。摩根士丹利估計，到 2050 年，全球具身人工智能市場規模可能達到 5 萬億美元（現匯率約合 35.6 萬億元人民幣），這將為蘋果公司提供將其生態系統從螢幕擴展到動態領域的契機。在更樂觀的預測下，蘋果市場份額可能高達 22%，年收入將接近 3000 億美元，足以媲美目前 iPhone 的業務規模。屆時，機器人業務將成為蘋果僅次於 iPhone 的第二大業務線。蘋果進軍機器人領域的底氣在於其成熟的生態整合能力。公司通過自研芯片（Apple Silicon）、操作系統和軟件服務，打通了超過二十億台活躍設備。蘋果智能（Apple Intelligence）被視為連接現有生態與未來機器人業務的關鍵橋樑。這項技術為機器人提供了感知、推理和實時學習等核心能力，讓其不再是簡單的移動設備，而是真正有用的智能體。此外，過往的「Titan」造車項目和Daisy回收機器人，已為蘋果在傳感器融合、移動技術和機械工程方面積累了寶貴經驗。分析師指出，蘋果近期在機器人相關領域的招聘、專利活動以及與供應商的合作，都表明其正在為規模化生產做準備。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}