Morgan Stanley points out that although Apple is perceived as lagging behind industry trends in AI software, it holds significant potential in the fields of robotics and embodied artificial intelligence. Analyst Erik Woodring believes that as AI and robotics reshape the physical world, Apple could leverage its vertically integrated capabilities, an installed base of over 2.3 billion devices, and its yet-to-be-fully-tapped robotics expertise to become a leader in the field of embodied AI.
