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Sources: Apple's push into smart home devices includes a doorbell, thermostat, and other accessories developed with LG; the products will carry the LG brand

Apple Inc.'s upcoming push into smart home devices will include a doorbell, thermostat and other accessories developed through an unusual partnership with LG Electronics Inc.

Bloomberg Mark Gurman

Context & Ripple Effects

Apple’s home ambitions have moved through a long series of reported initiatives, from Siri-controlled home hardware in 2016 to HomeKit bundles offered through homebuilders and a dedicated smart-home team in 2019. A reported Apple doorbell system in 2024 indicated that entry and access control had become a focal point.

The LG arrangement changes the route to market: LG is reported to handle manufacturing and product support, with the accessories carrying its brand. Separate coverage says the devices are still at least a few months away, making the partnership a deployment model rather than an immediate retail launch.

First-order effects

  • LG gains a branded return to smart-home hardware while taking responsibility for manufacturing and support of accessories intended to sit alongside Apple’s home ecosystem.
  • Apple can broaden the hardware around its planned hub, HomePod mini and Apple TV without making each accessory an Apple-branded product.

Second-order effects

  • Amazon and Google face a broader Apple-centered home setup spanning entry, climate and camera accessories; the reported LG product-support role gives Apple a way to compete across categories without owning every customer-service obligation.
  • LG’s brand becomes the customer-facing layer for the accessories, so its execution on support and hardware quality will shape adoption of Apple’s wider home setup.

Third-order effects

  • If Apple repeats this structure, smart-home platforms may separate software, hubs and services from the branded accessory makers that build and support the physical devices.
  • The partnership points to ecosystem competition shifting from individual speakers or cameras toward coordinated sets of access, security and climate hardware.

The trend: Smart-home competition is moving toward ecosystem bundles in which platform owners use specialist hardware partners to fill more rooms and use cases.

Discussion

  • @markgurman Mark Gurman on x
    The Apple + LG security cameras are completely separate from Apple's own privacy-centric home camera/sensor, coming next year.
  • @legendaryscoop Max Buondonno on x
    Holy crap - that's at least 6 new smart home products from Apple we knew nothing about. All co-developed with LG. So weird. Wonder what they'll look like. We should know everything on October 13.
  • @vadimyuryev Vadim Yuryev on x
    Apple's Event next week is going to be nuts! My prediction (since we didn't get invites today): Monday: Apple TV 4K and HomePod mini 2 launch with features that are destined for both (quad stereo setup) Tuesday: Apple HomePad smart device and all of the new smart accessories.
  • @markgurman Mark Gurman on x
    The co-development strategy with LG is fairly unusual for Apple. LG also hasn't made smart home devices in a decade-plus, so this is a big return to the market for them as well.
  • @markgurman Mark Gurman on x
    The accessories are meant to outfit Apple's major new smart home ecosystem with the smart home hub, new HomePod mini, updated Apple TV — all with Siri AI — at the center.
  • @markgurman Mark Gurman on x
    NEW: Apple - in an unusual partnership with LG - is readying a Doorbell, Deadbolt Lock, Thermostat, Indoor Camera, Outdoor Camera, Floodlight Camera and more to rival Amazon and Google as part of its major smart home reboot. https://www.bloomberg.com/...
  • r/apple r on reddit
    [Gift article] Apple's Smart Home Push Includes Doorbell, Lock, Thermostat Codeveloped With LG