When will Apple release its “HomePod with a screen” device?
Basic
6
Ṁ71
Jan 20
3%
March 2025
3%
April 2025
3%
May 2025
5%
June 2025
26%
September 2025
18%
October 2025
17%
November 2025
16%
December 2025
10%
Other

Background

Apple is developing a new smart home device, codenamed J490, that combines HomePod audio capabilities with a 6-7 inch display interface. The device is expected to feature an A18 chipset (similar to iPhone 16), support the full Apple Intelligence feature set, and serve as a home hub for HomeKit and Matter integration.

Resolution Criteria

The market will resolve based on Apple's official announcement or release of a Home device with an integrated display screen. The resolution date will be determined by:

  • For pre-orders: The date when Apple officially begins accepting pre-orders

  • For immediate availability: The date when the device becomes available for purchase

  • For announcement only: The date will NOT be based merely on Apple's announcement if no specific release date is provided

The market will resolve N/A if:

  • Apple cancels or indefinitely postpones the project

  • Apple releases a fundamentally different product that doesn't match the core concept of a HomePod with integrated display

  • No release occurs by December 31, 2025

Considerations

  • Recent reports from analyst Ming-Chi Kuo suggest the release timeline has been pushed back from early 2025 to Q3 2025

  • Production estimates indicate Apple plans to manufacture between 500,000 and 1 million units in the latter half of 2025

  • Apple is also reportedly developing a higher-end version with a robotic arm-mounted screen, which should not be confused with this product for market resolution purposes

  • Apple has not officially confirmed the existence of this product, so all current information is based on analyst reports and industry sources

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An argument for June is WWDC

If the software is meaningfully different from iPadOS (which it should be if it's a brand new product) they will want to tell developers about it

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