In a Medium post, analyst Ming-Chi Kuo says Apple is working on a smart home camera and AirPods with more health care features.
He says the smart home IP camera, scheduled for production in 2026, is designed to integrate seamlessly with other Apple hardware products via wireless connectivity. Current global smart home IP camera shipments are 30–40 million units per year, and Apple anticipates long-term goal of annual shipments of 10+ million units for this product line, Kuo says.
He adds that health management features will be a key selling point for AirPods, and shipments are expected to rebound from 2024. Following the success of the Apple Watch, AirPods are being repositioned to focus on health management, with future models integrating more health management features, he adds.
“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,” Kuo says.
