TF International Securities analyst Ming-Chi Kuo reiterated his belief that a new Apple (AAPL) HomePod with a screen will enter mass production in the third quarter of 2025. In a post on X, the platform formerly known as Twitter, Kuo said: “Three months ago, I predicted that mass production of the new display-equipped HomePod would slip from 1Q25 to 3Q25 (after WWDC) due to software development issues. Beyond Apple Intelligence, the issues also involve ensuring the HomePod’s interface aligns with new OS updates (like iOS 19) set to roll out across other devices in 2H25. This alignment is essential for seamlessly integrating new products into Apple’s ecosystem.”
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