The mass production schedule for the display-equipped HomePod has been delayed multiple times. Initially forecasted for 2024 (as I predicted in 2023), it was postponed to 1Q25, and more recently, further delayed to after WWDC 2025/3Q25.

The delay in production is mainly due to software development. The display-equipped HomePod is expected to feature an A18 processor, a 6–7 inch display, and support for the Apple Intelligence.

Compared to the current HomePod lineup, the display-equipped HomePod will emphasize smart home functionalities more. It can be seen as Apple’s strategic repositioning of the HomePod product line.

Apple has a history of successfully repositioning existing products. A notable example is the Apple Watch, which transitioned from an iPhone accessory and fashion product to a health management device.

I previously predicted that Apple would launch a smart home IP camera in 2026, which will be able to wirelessly connect with the display-equipped HomePod. I believe Apple will tightly integrate these two new products with its existing ecosystem and HomeKit to deliver a seamless smart home experience.

Apple’s patents related to authentication demonstrate the company’s strong interest in the smart home market (01, 02). Similar to the importance of Face ID and Touch ID for mobile/portable devices, Apple has proposed solutions for identity authentication in the smart home space, which will help promote smart home applications.

The display-equipped HomePod is expected to ship around 500,000 units in 2H25. If the market response is positive, this product’s annual shipments could reach the million-unit level.

BYD Electronic:

- The exclusive assembler for the display-equipped HomePod.

- Following its role in assembling iPads, the company has secured another new assembly order from Apple, further strengthening its position as a key assembly supplier in Apple’s supply chain.

- The iPad Pro equipped with the M5 processor is expected to enter mass production in 2H25. The company’s business momentum in 2H25 is anticipated to benefit significantly from Apple’s new product launches.

Tianma Microelectronics:

-The exclusive panel supplier for the display-equipped HomePod.

- As a new panel supplier for Apple, the company has significant growth potential in the future.

- The Chinese smartphone market is expected to recover from its decline and return to growth (approximately 2–4% YoY) in 2025. Additionally, the company’s increasing market share in smartphone OLED panels will contribute positively to its 2025 business outlook.