Feng Huang Wang·2025-08-13 23:53Core Insights - Apple is planning a strong return to the AI sector with ambitious new devices, including a desktop robot, an upgraded Siri, a smart speaker with a display, and home security cameras [1][2] - The core of this AI strategy is a desktop robot expected to launch in 2027, designed to serve as a virtual companion [1] - The new smart speaker is anticipated to be released next year, marking Apple's entry into the entry-level smart home product market [1] - The home security camera is seen as another significant growth opportunity, aiming to enhance user engagement within Apple's product ecosystem [1] Desktop Robot - The desktop robot resembles an iPad mounted on a movable mechanical arm, capable of following users around the room and engaging in conversations [3] - It will feature FaceTime capabilities, automatically adjusting its display to focus on the person speaking [3] - Users will be able to control the robot using their iPhone as a virtual joystick during video calls [3] Upgraded Siri - The new version of Siri will actively participate in conversations and remember information more easily, aiming to create a more interactive experience [4] - Siri is envisioned to assist in complex tasks like travel planning and task management through multi-turn dialogues [4] - The design, codenamed "Bubbles," aims to give Siri a visual personality, potentially resembling Apple's Memoji style [4] Smart Display - A standalone smart display, codenamed J490, is expected to launch mid-next year, lacking the mechanical arm and conversational Siri features of the robot [7] - This device will support home control, music playback, note-taking, web browsing, and video calls, possibly featuring a new visual interface for Siri [7] - Both the smart display and the desktop robot will run on a new operating system called Charismatic, designed for multi-user functionality [7] Home Security Camera - Apple is developing a home security camera, codenamed J450, that can detect people and perform automated tasks [9] - The camera will be battery-powered, lasting from months to a year on a single charge, and will include facial recognition and infrared sensors [9] - Apple aims to compete with Amazon Ring, Google Nest, and Roku by leveraging customer loyalty to sell more products in the home security space [9]