Smart Lights Commodified: How Nanoleaf Became a Robotics Company

As open standards like Matter have commoditized smart lighting—evidenced by $10 smart bulbs from Ikea—Nanoleaf is pivoting toward embodied AI and robotics to survive and differentiate. The company plans to launch AI-powered toys, desk companions, and robotic devices alongside wellness products like red light therapy masks. This strategic shift signals that the next wave of consumer hardware innovation will come from intelligent physical devices that actively interact with users, not incremental smart home upgrades.