Ming-Chi Kuo: Apple is entering the smart home IP camera market for the first time, expected to start mass production in 2026, with Goertek as its exclusive supplier
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Analyst Ming-Chi Kuo stated that Apple will enter the smart home IP camera market for the first time in 2026, with a target annual shipment of 10 million units, and Goertek will be the exclusive supplier. The global shipment of smart home IP cameras is approximately 30 to 40 million units, and Apple's move demonstrates its growth potential in the home market. In addition, health management features will become a selling point for the new AirPods, with expected shipment growth resuming in 2024
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