This expansion helps Apple diversify its supply chain amid rising geopolitical tensions and tariff risks, although products imported from Vietnam are still subject to a 20% tariff under new U.S. trade policies.
“This expansion move shows Apple’s growing dependence on Vietnam as a key manufacturing hub,” Bloomberg commented.
The smart home control device - a 7-inch square display capable of making FaceTime calls, controlling music and appliances, and facilitating intercom communication - is expected to be priced at around $350.
Originally planned for release in March 2025 alongside a newly AI-integrated version of Siri, the product has been delayed to spring 2026 due to software setbacks.
Apple is developing two versions: a desktop model (code J490) that mounts the screen on a speaker, and a wall-mounted version (code J491).
Both will feature FaceTime cameras and adaptive software interfaces that automatically adjust based on the user.
This software can recognize the user as they approach the screen, similar to adaptive features seen in Amazon’s latest Echo models.
Bloomberg notes that this project began in 2023.
Meanwhile, Apple’s upcoming desktop robot - a device that can rotate its display to follow the user, designed for use in kitchens or workspaces - is scheduled for release in 2027.
Additionally, the company is developing a robotic arm to support production and researching mobile robot models similar to Amazon’s Astro.
Beyond mobility and a more natural, interactive version of Siri, Apple’s desktop robot will also feature a display approximately 9 inches in size - similar to that of an iPad.
Both devices will use low-cost LCD panels supplied by Tianma Microelectronics, instead of Apple’s current most advanced display technology.
Du Lam
