01

Introduction

Apple Inc. is planning a significant move in the field of artificial intelligence, with two newAI products set to launch:AI cameras andAI robots. According to the latest report from Bloomberg, this tech giant plans to release an AI home security camera codenamedJ450 in2026 and a desktop AI robot in2027, directly challenging the positions of tech giants like Amazon and Google in the smart home market.

02

AI Camera: More Than Just Surveillance, It’s the Brain of Smart Home AI

The upcomingAI camera from Apple is far from a traditional surveillance device; it is a smartAI terminal with deep learning capabilities. This product is equipped with advanced facial recognitionAI technology and infrared sensors, capable of accurately identifying individuals in a room through machine learning algorithms and automatically executing various smart home tasks based onAI analysis results.

🔺 Apple AI Camera (Image generated by AI, not a physical product), Source: AR Circle

The core highlight of thisAI camera is its powerful scene understanding capability. When you leave a room, theAI system will automatically analyze the environmental state and intelligently control the lighting; when a specific family member enters the living room, theAI algorithm will instantly recognize their identity and automatically play personalized music. This AI-based personalized service is at the core of Apple’s smart home strategy.

Apple’s vision is to allow users to deploy theseAI cameras throughout their homes, creating a complete AI-driven automation ecosystem. The devices are designed to be battery-powered, with a single charge lasting for several months or even a year. Apple is also testing a smart doorbell equipped withAI facial recognition unlocking features, further enhancing itsAI driven home security product matrix.

Renowned analyst Ming-Chi Kuo revealed that Apple’s long-term goal for theAI camera is to achieve an annual shipment volume of over10 million units, which would represent a significant share of the current global market of30-40 million smart home cameras. Kuo stated that Apple’s strong ecosystem and deep integration withApple Intelligence andSiri will significantly enhance the user experience of theAI camera.

03

AI Robot: The Future Form of AI Companions

Apple’s more ambitiousAI product is the desktopAI robot planned for release in2027. This device, codenamedJ595, resembles aniPad mounted on a movable robotic arm, capable of flexibly rotating and repositioning through advancedAI algorithms to intelligently track user movements within the room.

The biggest breakthrough of thisAI robot is its new version of theSiri AI voice assistant, which can actively participate in multi-person conversations through advanced natural language processing technology. For example, when friends discuss dinner plans, theAI assistant may intelligently analyze the conversation content and proactively recommend nearby restaurants or relevant recipes. This “human-like” interaction style shifts AI from passive response to active participation.

🔺 The prototype design of the Apple robot resembles a Pixar lamp, video source: iFaner

🔺 The imagined Apple AI desktop robot is similar to a Pixar lamp (AI generated), Source: AR Circle

Apple is developing a visualAI personality system called “Bubbles” for thisAI robot, allowingSiri to have a more vividAI expression. Early tests show that theAI assistant may present as an animated version of theMac systemFinder icon or adopt a design style closer toMemoji.

In addition to the flagshipAI robot, Apple also plans to launch anAI smart display (codenamedJ490) in2026. This is a simplified version of theAI desktop robot, removing the robotic arm and conversationalAI features, but retaining coreAI functions such as home control and smart music playback.

04

AI Smart Hardware Supply Chain Layout: Goer and Mia

In the context of Apple’s upcomingAI products, the choice of supply chain partners is particularly important. According to Kuo’s industry chain research, Goer Technology has already secured Apple’s2026 NPI (New Product Introduction) for two new products, including theAI camera project, and will become the exclusive assembly supplier..

🔺 In March this year, Apple COO Jeff Williams visited Goer. Left: Goer Chairman Jiang Bin, Center: Apple COO Jeff Williams, Source: IT Home

It is noteworthy that, according to experts from the XR Research Institute, the recent acquisition of the Hong Kong company Mia by Goer was driven by Apple. Mia has long supplied Apple with metal structural components and has accumulated deep technical strength and rich experience in cooperation with Apple in precision manufacturing.

🔺 Announcement of Goer’s acquisition of Mia, Source: Goer

The strategic significance of this acquisition goes far beyond mere capital operations.

After integrating into Goer’s system, Mia will not only continue to provide precision metal structural components for existing Apple products like the Apple Watch, but more importantly, as Apple advances its AI robot product line, Mia is expected to become a core component supplier for these innovative products. Especially in high-tech, high-value components such as metal shells, movable joint structures, and precision mechanical parts required for AI robots, Mia’s professional manufacturing capabilities will play a key role.With Goer’s deep accumulation in smart hardware design, assembly, and large-scale production, the synergy between the two companies’ technologies and capacities will create a powerful chemical reaction. This full-chain integration from precision components to complete machine manufacturing will not only provide Apple with a more stable and reliable supply guarantee but will also lay a solid foundation for Goer to build a complete industrial capability in robot manufacturing, opening up a new business growth area for them.

This “acquisition + integration” model reflects Apple’s deep consideration for vertical integration in the supply chain. By promoting the integration of core suppliers, Apple not only ensures the stable supply of key components but also builds a complete manufacturing ecosystem for the upcomingAI robot products.

According to Kuo, it is expected that Goer’s Apple business will see significant improvement in2025 and further growth in2026 driven by this new product’sNPI..

05

AI Technology Revolution: Apple’s Strategic Counterattack Faces Dual Challenges

The backdrop of Apple’s upcomingAI products is the ongoing AI technology revolution in the entire tech industry. Amid the wave of generativeAI, Apple has been perceived as lagging behind competitors likeOpenAI and Google. The launch of theAI camera andAI robot marks Apple’s comprehensive counterattack in theAI hardware field.

Optimistic View: Strategic Vision and Ecological Advantages

Supporters believe that Apple’s choice to enter the smart home market throughAI cameras is a highly strategic decision. Home security is a rigid demand for users, and cameras combined withAI technology can provide an intelligent experience far beyond traditional surveillance devices. Coupled with the launch ofAI robots, Apple is building a brand newAI driven smart home ecosystem.

From a market competition perspective, the arrival of Apple’sAI products will redefine the competitive landscape of the smart home market. Currently, this market is mainly dominated by traditional manufacturers like Amazon’sRing andGoogle Nest, and Apple, with its strongAI ecosystem advantages and brand loyalty, is expected to reshuffle this market in the era ofAI.

Apple’s core advantage lies in its unparalleled ability to integrate ecosystems. TheAI camera’s seamless connection with devices likeiPhone,iPad,Mac, and its deep integration withApple Intelligence andSiri will create a user experience that is difficult for competitors to replicate. This ecological synergy effect is a key factor in Apple’s success in the smartphone market.

Critical Voices: Late Challenge and Intense Competition

However, critics have raised questions about Apple’sAI smart home strategy. The primary issue is timing: when Apple’sAI camera launches in2026, Amazon and Google will have been deeply entrenched in the smart home market for over a decade, establishing a large user base and a comprehensive product matrix. There is significant uncertainty about whether Apple can catch up in this relatively mature market.

Price competition is also a real challenge. Apple products have always been positioned as high-end, but the smart home camera market is highly price-sensitive. How to compete with cost-effective manufacturers like Xiaomi and Hikvision while maintaining Apple’s quality and profit margins will be a major test for Apple.

Deeper concerns lie in the choice of technological paths. Apple has started late in the field ofAI large models, and the core competitiveness of itsAI camera andAI robot mainly relies on third-partyAI technologies (such as possibly usingAnthropic‘sClaude). This reliance on externalAI technology may weaken Apple’s control over product differentiation.

What do you think about Apple’s new AI products? Feel free to share your views in the comments section. To promote communication among practitioners and enthusiasts in the smart glasses industry, AR Circle has established multiple communication communities covering various fields includingCEOs, product managers, hardware development, software development, testing, sales, procurement, and enthusiasts. If you are a relevant practitioner or enthusiast, feel free to add Xiao Huang (assistant) as a friend via phone number18026953759 or scan the QR code below to join the discussion group.

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