===== Fastest in March: Apple will launch wall-mounted smart home devices, Apple Intelligence combined with Siri support =====
Media reports indicate that the wall-mounted display is positioned as a home command center, capable of controlling home appliances and using an AI navigation app. The screen is approximately 6 inches, roughly the size of two iPhones side by side, with a camera located at the top front. The device features a touch interface, but Apple expects that most people will interact with it using voice commands via Siri. Earlier, Ming-Chi Kuo stated that Apple will launch a smart home network camera for the first time, deeply integrating Apple Intelligence and Siri, with plans for mass production in 2026
We may see Apple's new home device as early as the first quarter of next year—a wall-mounted device supported by Apple's advanced artificial intelligence (AI) system, Apple Intelligence.
On November 12, Tuesday Eastern Time, Bloomberg reported, citing informed sources, that Apple is preparing to launch a wall-mounted display codenamed J490 as early as March next year, positioning it as a home command center. It can control home appliances, handle video conferencing, and use AI navigation applications. A major highlight of the product is the new Apple Intelligence AI platform.
The report stated that the new smart home product has a screen of about 6 inches, resembling a square iPad, approximately the size of two iPhones side by side, with thick bezels around the display. It features a camera at the top front, built-in speakers, and a rechargeable built-in battery. Apple plans to offer it in silver and black options.
The report mentioned that the smart home product has a touch interface, looking like a hybrid of the Apple Watch operating system and the StandBy mode introduced on the iPhone this year. However, Apple expects most people to interact with the device using voice commands, relying on Apple's voice assistant Siri and Apple Intelligence for this interaction.
The report also noted that the product is designed using App Intents.
App Intents is a new framework supported by Apple that allows developers to integrate Siri and Apple Intelligence on Apple system platforms like iOS. Its main functions include directly controlling apps through Siri, allowing users to issue commands to Siri to interact with apps and perform tasks. It also enables users to find content within apps directly in Spotlight search without needing to open the app separately. It supports quick launching of apps using hardware buttons on the iPhone or Apple Watch.
Apple's company representative declined to comment on the report. If the report is accurate, this will be Apple's latest effort to catch up with Amazon and Google's parent company Alphabet in the smart home sector. Coincidentally, earlier this week, Apple "prophet" and Tianfeng International Securities analyst Ming-Chi Kuo just released new information regarding Apple's smart home products, also mentioning that the new products will be deeply integrated with Apple Intelligence and Siri.
In a blog post on Tuesday, Kuo stated that Apple will enter the smart home IP camera market for the first time, with products designed to seamlessly integrate with other Apple hardware via wireless connections. GoerTek has obtained new product introduction (NPI) for the new camera and will become the exclusive assembly supplier.
Kuo's article stated that Apple plans to achieve mass production of the aforementioned camera by 2026, with a target annual shipment volume of 10 million units. He mentioned that the current global shipment volume of smart home network cameras is between 30 to 40 million units per year, and Apple's long-term goal is to exceed an annual shipment volume of 10 million units for the new product line Ming-Chi Kuo stated that this strategic move indicates that Apple is continuously exploring growth opportunities in the home market. He believes that the user experience of the related cameras will be significantly enhanced through Apple's strong ecosystem and deep integration with Apple Intelligence and Siri.
