Sources: Apple is working on an iPad-based smart display, with smart home controls, video, and FaceTime, and a new Apple TV with a faster processor for H1 2024
Later coverage of a wall-mounted appliance-control display and a planned 7-inch smart-home hub traces a consistent product arc: Apple is treating the home display as a dedicated interface rather than simply a larger iPad.
First-order effects
Apple’s reported device slate would put smart-home controls, video and FaceTime on an iPad-derived display while giving Apple TV a faster processor.
Amazon and Google would face a more direct Apple challenge across the smart display and connected-TV endpoints named in the report.
Second-order effects
Apple TV and the proposed display become mutually reinforcing surfaces for Apple’s home controls and video communications, rather than isolated accessories.
Amazon and Google would need to defend both the display interface and television foothold against a single Apple home-device lineup.
Third-order effects
The repeated reports point to a home-computing model organized around purpose-built screens for rooms and televisions, with communications and appliance control converging on those endpoints.
If Apple continues separating these roles into dedicated hardware, competition in the smart home will hinge less on one hub product and more on control of the household’s visible interfaces.
The trend: Apple’s reported plans are part of a broader shift toward dedicated, screen-based home interfaces that combine smart-home control, video and communications.
New story: Apple launched its new big HomePod today, but there's more coming. Apple is working on a new low-end iPad for smart home control as well as an upgraded Apple TV box for next year. It's also looking at even larger smart screens for the home. https://www.bloomberg.com/..…
Wow @markgurman has been on a streak in the long term (HomePod temp/humidity sensor) and short term (calling for the release of the new HomePod). He latest story makes given Apple has been working on adding FaceTime to tvOS since last March. https://twitter.com/... https://twitte…
“Apple's push into smart displays will start with a tablet product that can control things like thermostats and lights, show video and handle FaceTime chats. The product could be mounted on walls or elsewhere using magnetic fasteners.” Definitely sounds familiar...🤔 https://twitt…
smartscreens with an integrated Apple TV functionality make a lot of sense considering Apple's focus on content but also where Amazon is taking the Echo+FireTV integration https://t.co/YTV0SVb5bT
@parismarx Probably just angling to compete in whatever market google is trying corner with the pixel tablet. They've leaned into marketing as a part time home hub thing https://twitter.com/...