With the lag Aapl, can Homepad Spark Apple Next Rosty Cycle? News ad

Apple Inc. NASDAQ: Aapl There has always been a company that measures and reduces twice once. The fact that Apple was late for an artificial intelligence party is not surprising. Apple is not inclined to thicken in things. It is known that the company uses trends late, but is performed at a high level.

Thus, probably, there was no big surprise for consumers or investors that his intellectual display of Homepad is delayed.

Initially, the device was planned at the end of 2024. However, the company takes extra time to improve the hardware and intelligence within the device. A new launch can occur at the end of 2025, but most likely in 2026.

This delay will take place in difficult times. Apple is faced with problems on several fronts, especially with regard to the influence of tariffs on its flagship iPhone. This weighs AAPL shares, which in 2025 decreased by 20.15% and lags behind many technological shares.

Thus, the detained launch is not perfect. But after the warm intelligence of Apple, this is the one that Apple should get correctly. Because HomePad is not just another smart device. This can become a cornerstone Ample Smarthome ambitions.

Good and bad in Apple intelligence

Apple took a lot of time to start An apple intelligence is expected for a long timeThe field but for many users its “restrictions” outweighed their advantages.

This does not mean that sales of the iPhone 16 were bad, but it is difficult to measure whether consumers receive a new iPhone from the Apple intelligence or as an ordinary part of the update cycle.

The general meaning is that Apple Intelligence is incompleteThis field should be decided before Apple can successfully launch a smart concentrator designed for unhindered control of lights, music, camera channels and daily routes.

Homepad can give Apple the last laughter with AI

Homepad will become an extension of Homepod Apple, which was part of Apple Homekit. He promises to make Apple significant Smart House market playerField

It can also embody Apple in a leading position in the new environmental discipline. This applies to the environment with electronic devices that feel and recognize the presence of a person and accordingly adapt.

At the Developers conference in May Alphabet Inc. NASDAQ: Googl He presented his Gemini Live, the first raid of the company in the environment. Once again, Apple plays in the catch, but HomePad has the advantage that it is part of the Apple wall.

This is a big garden. The 2023 study conducted by Consumer Intelligence Research Partners, LLC (Cirp) cited that 30% of Apple owners own all the main products of Apple (iPhone, iPad, Mac Computer and Apple Watch).

Now think about how Homepad will integrate with each of these devices in addition to Apple Music, Appletv and many others. You get a picture.

There is a reason why Apple is so difficult to fight to protect your garden with a wall. This is a significant competitive advantage that reduces outflow by increasing switching costs.

The cost of a shareholder can come down

As in many Apple devices, several generations may be required to widely spread Homepad.

However, like the iPad and then Apple Watch, the company has a way to turn products that seem expensive curiosity into the main technologies that connect consumers closer to the company’s ecosystem.

But what does this mean for Aapl shares?

Like many of its products, Apple is unlikely to tear out income for Homepad as a position. Nevertheless, we know that this will be part of the category of wearable devices, home and accessories of the company. This part of the business brought income 39.84 billion dollars. The United States in 2024 is financial year (ends in September 2024).

This is only about 10% of the total income of Apple last year. So you must say that HomePad cannot immediately move the actionField

But the same thing was said for Apple Watch. Now this has become a significant part of the company’s plans, including the main force in the field of healthcare. In fact, the American Office for Sanitary Supervision of the quality of food and drugs (FDA) now transfers Apple Watch as a wellness tool. So much for expensive curiosity.

It seems that Apple is on the verge of metamorphosis. This does not mean that the iPhone will become obsolete or even less important. But there is a belief that when Apple is quiet, it is dangerous.

Homepad is quiet now, but soon it can become noisy. This may not be the reason for investors to own AAPL shares, but there are more than reason to keep it on the observation list.

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