The delay is said to stem primarily from challenges in software development, which is crucial to the device's functionality. The new HomePod model is set to feature a 6- or 7-inch display and an A18 processor. The HomePod is also expected to be integrated with Apple Intelligence , which is expected to be one of the biggest upcoming upgrades to Apple's smart speaker lineup — alongside the display, of course.
Unlike current HomePod models , which focus on sound quality and Siri-based interactions, the screen-equipped version is expected to prioritize smart home capabilities, and the shift signals Apple's strategic repositioning of the HomePod to cater to the expanding smart home market
In his Medium post, analyst Ming-Chi Kuo points to Apple’s track record of successfully repositioning products to fit market needs, citing the Apple Watch as an example, which has gone from being a fashion accessory and companion to an iPhone to becoming a leading health and fitness tracker. Kuo expects the HomePod with a display to follow a similar path
In addition to the new HomePod, Apple is reportedly developing a smart home IP camera, expected to launch in 2026. This camera is expected to wirelessly integrate with the HomePod with a display, and both products are likely to work closely with Apple's HomeKit ecosystem
In a similar vein, Apple has recently been spotted filing patents for identity verification solutions designed for smart home devices, similar to the role Face ID and Touch ID play in enhancing security and usability on mobile devices. These developments are aimed at making smart home applications more accessible and secure
According to Kuo's production estimates, Apple plans to ship about 500,000 units of the HomePod with a display in the second half of 2025. If the product performs well in the market, its annual shipments could exceed 1 million units, highlighting its potential impact