According to analysts Ming-Chi Kuo, a supplier may have been selected for smart home cameras designed by Apple and the future.AirPods.After Apple has abandoned the Apple car project for ten years, there are rumors that Apple will increase investment in smart homes and artificial intelligence.Although the Apple Intelligence has been released to the public, there is almost no evidence that Apple will make new commitments to smart homes except the rumors of smart monitors.
Tapo smart camera compatible with Apple HomeKit
Analyst Guo Mingzheng Ming-Chi Kuo is based on supply.New rumors of the chain show that Apple supplier Geor has received orders for two products in 2026.The first product is a smart home camera, and the second product is a set of AirPods that pays more attention to health.
Apple has been relying on Goel to assemble before, but the compliance problem has led the company to withdraw orders.Guo Mingzheng pointed out that the relationship between the two sides became normalized in the second half of 2024, which led to the emergence of new product orders.
Since the launch of HOMEKIT in 2014, Apple has always adhered to the background to provide APIs and protocols only for smart homes.The closest products of the smart home category are HOMEPOD, HomePod Mini and Apple TV 4K.
There have been rumors before that Apple may develop its own smart home products, such as light bulbs, but these rumors have never been realized.Since the launch of HOMEKIT, Apple has even gave up developing its own router, which seems to indicate that Apple wants to rely on third -party hardware.
In 2026, the smart home camera made by Apple may change this situation.It is unclear what the existing HomeKit security video camera can provide, especially considering that HomeKit has taken over the third -party camera.
Guo Mingxuan believes that Apple regards IP cameras as the main goal of future growth.The total market for these cameras is about 30 million to 40 million per year, and Apples goal is to ship about 10 million units.
AirPods Pro 2 with hearing aid function
Set the time to launch the smart camera at 2026In the year, it coincided with the widely used application of cameras that support MATTER.In addition, over time, Apple is expected to enter more smart home accessories markets.
Another growth opportunity of Apple is wearable devices, and this is the place of use of AirPods.Gortek has obviously been listed as the main supplier of AirPods focusing on health in the future.
iPhone is still Apples most profitable product, and other products are likely to be unable to compare with it.Therefore, Apple hopes that through the sales of more types of equipment, it occupies a smaller but still favorable market, which makes investors feel satisfied.
