Core Insights - Apple is expanding its manufacturing operations in Vietnam as part of its strategy to enter the smart home market and reduce reliance on China [1][2] - The company plans to launch a series of new home devices, including an indoor security camera and a home control display, with a more advanced desktop robot expected by 2027 [1][4] - Apple is collaborating with BYD for the assembly, testing, and packaging of these new products, marking a significant shift in its production strategy [1][2] Manufacturing Expansion - Apple has already been producing some iPads, AirPods, Apple Watches, and Mac computers in Vietnam, highlighting the country's growing importance as a manufacturing base [2] - The shift to Vietnam is driven by geopolitical tensions, rising tariff risks, and supply chain disruptions, although it does not completely shield Apple from tariff impacts [2] - Products imported from Vietnam will face a 20% tariff under the reciprocal tariff policy announced by the Trump administration [2] New Product Development - The new home control device, a 7-inch square display, was initially set for a March 2025 release but has been delayed due to AI software development issues [2][3] - The updated Siri is expected to launch in March next year, enhancing its functionality in controlling home appliances and applications [3] - The home control device will have two versions, one resembling a HomePod mini and another designed for wall mounting, both featuring a FaceTime camera and adaptive user interface [3] Future Innovations - The indoor security camera, code-named J450, is expected to launch by the end of next year, while the desktop robot is projected to be released in about two years [4] - The desktop robot will feature a rotating mechanical arm and a 9-inch display, with a focus on AI applications and movement capabilities [4] - Both new devices will utilize low-cost LCD panels from Tianma Microelectronics Co., rather than Apple's latest display technology [4]