Apple is focusing on how users perceive robots rather than their physical design, emphasizing sensing hardware and software as key technologies for their smart home ecosystem, TF International Securities analyst Ming-Chi Kuo writes Wednesday on X.

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	Forwarded this email? Subscribe here for more Apple robots likely won’t arrive until 2028 or later – Ming-Chi Kuo MacDailyNews Feb 12   READ IN APP   Apple is focusing on how users perceive robots rather than their physical design, emphasizing sensing hardware and software as key technologies for their smart home ecosystem, TF International Securities analyst Ming-Chi Kuo writes Wednesday on X. The development timeline for Apple’s robots suggests mass production might not begin until 2028 or later, the analyst says. Ming-Chi Kuo via X: ‎ Apple is exploring both humanoid and non-humanoid robots for its future smart home ecosystem, and these products are still in the early proof-of-concept (POC) stage internally. While the industry debates the merits of humanoid vs. non-humanoid designs, supply chain checks indicate Apple cares more about how users build perception with robots than their physical appearance (so Apple uses anthropomorphic instead of humanoid), implying sensing hardware and software serve as the core technologies. The timeline from POC to formal kick-off varies. Given current progress and typical development cycles, Apple’s robot mass production likely won’t start until 2028 or later. Interestingly, Apple has been unusually open about sharing some of its robotics research during the early POC stage—possibly to attract talent. People often hear about stages like NPI, EVT, and MP when discussing Apple’s product development, but POC tends to fly under the radar. Essentially, POC is Apple’s testing ground, verifying whether product ideas and core technologies are viable before formal kick-off. Apple’s rumored foldable phone is currently in the POC stage. However, many projects never progress beyond POC — the Apple Car is probably the most notable example of a project that got stuck at this stage. ‎ MacDailyNews Take: We are currently about 1/4th of the way to being sustainable with Substack subscriptions. Please tell your Apple-loving friends about MacDailyNews on Substack and, if you’re currently a free subscriber, please consider $5/mo. or $50/year to keep MacDailyNews going. Just hit the subscribe button. Thank you! Upgrade to paid You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2025 MacDailyNews 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe