Likely manufacturing-related, is my opinion. I am pretty sure Apple would like to change the labor-intense processes currently required to make iPhones and iPads to more automated processes. This is especially true in light of the fact that product designs at Apple make for difficult products to build by hand. Robots will add to build-quality and reduce build-time. Therefore, they will reduce manufacturing costs. This is a BIG deal in an environment of downward pressure on margins.