Apple is delving into both humanoid and non-humanoid robotic designs, as per a recent update from veteran Apple analyst Ming-Chi Kuo. This information follows a research publication from the tech giant examining human interactions with “non-anthropomorphic” robots — notably featuring a design reminiscent of a Pixar lamp.
Although Apple’s research paper indicates components that may shape a future consumer robot, it primarily reflects efforts from a company still navigating the initial phases of a complicated domain. Kuo describes this as “early proof-of-concept,” noting a parallel with the Apple Car project, which was similarly set aside at an early point. Based on “current developments and standard timelines,” Kuo forecasts 2028 as a hopeful target for mass production.
What sets this robotic initiative apart from other nascent Apple endeavors — like rumors surrounding a foldable iPhone — is the surprising level of openness from Apple, which is known for its secrecy. (This is the same organization that recently sought a public apology from a former iOS engineer for leaking details about the Vision Pro as part of a legal settlement.)
The landscape of robotics is heavily supported by academic institutions and research organizations, as well as private corporate projects. In recent years, many robotics firms have struggled to recruit quickly enough to meet tightening release schedules accelerated by the rise of generative AI. Publicly sharing research proves to be an effective strategy for attracting engineering talent.
Kuo points out that the term “non-anthropomorphic” is likely used to differentiate this robot from humanoid designs.
“As the industry weighs the advantages of humanoid versus non-humanoid designs,” he elaborates, “supply chain insights suggest Apple prioritizes how users perceive robots over their physical form… indicating that sensing hardware and software are fundamental technologies.”
In a broader sense, “anthropomorphic” can encompass robotic systems that exhibit human traits but don’t strictly conform to a standard humanoid model of two arms, two legs, and a face. It seems that Apple is currently in a “throw-it-at-the-wall” phase, experimenting with a range of systems, from rudimentary designs to intricate humanoids.
Kuo refers to this proof-of-concept as part of a “future smart home ecosystem.” This could entail anything from a full humanoid designed for household tasks to a smart home display equipped with a mechanical arm. Leaks suggest the latter scenario is more plausible, as launching with a full humanoid capable of doing chores like laundry appears far-fetched. However, to reach that level, Apple needs to first validate that there is consumer interest in home robots beyond just vacuums.
Several companies focusing on industrial humanoids, such as 1X, Figure, and Apptronik, are deciphering how these technologies can transition from the industrial sector into homes. Pricing and reliability are key challenges to overcome. If you think the $3,499 Vision Pro was a hard sell, you might be surprised by the initial pricing of home humanoids. Currently, the objective is to scale reliable industrial humanoid production to drive costs down.
After moving away from the Apple Car and facing challenges with both the Vision Pro and Apple Intelligence, it’s reasonable to conclude that Apple is adopting a cautious stance towards robotics. While Apple typically excels in popularizing existing product categories, the tech landscape is littered with failed consumer robots. The same holds true for the smart home market.
What is clear is that Apple is actively pursuing developments in robotics. Beyond that, we can likely anticipate at least another three years filled with leaks and speculation.
Compiled by Techarena.au.
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