"Just like the last two years have focused on artificial intelligence, the coming years promise to bring a frenzy of robotic development — including humanoids and other devices that can move around the home."

Read More Mark Gurman: Apple and Meta are headed for a humanoid robot war

"Apple successfully sought an exemption to iPhone tariffs during the last Trump administration by arguing that Samsung would benefit. But it’s unclear if that trick will work a second time around."

Read More Mark Gurman: Apple is doomed in China