Apple to unveil smart home camera in 2026, boost AirPods health features: analyst
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- Apple (NASDAQ:AAPL) may be getting ready to unveil its first offering in the smart home camera market in 2026, according to TF International Securities’ analyst Ming-Chi Kuo.
- “The smart home IP camera, scheduled for production in 2026, is designed to integrate seamlessly with other Apple hardware products via wireless connectivity,” Kuo wrote on his blog. He added that Apple’s long-term goal is annual shipments of 10M or more, compared to the current market of 30M to 40M annually. Amazon (AMZN) and Google (GOOG) (GOOGL) have smart home cameras via the Ring and Nest brands, respectively.
- The camera would be “significantly enhanced by Apple’s great ecosystem and deep integration with Apple Intelligence and Siri,” Kuo added.
- In addition, Apple may further increase the number of health-related features in its AirPods wireless headphones, Kuo suggested, which should boost sales. “This strategic positioning is expected to drive AirPods shipments from approximately 48 million units in 2023 to 53–55 million in 2024, 58–62 million in 2025, and 65–68 million in 2026,” he wrote.
- Apple unveiled new versions of its popular AirPods Pro headphones in September. The new headphones have added health features, including hearing protection, a new hearing test feature and a professional grade hearing aid.