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Strategy

Will a new CEO realize Apple’s smart home potential?

Apple's new CEO John Ternus is mounting a serious smart home challenge after a decade of underinvestment (3 devices vs competitors' 40+), with HomePad and other devices arriving fall 2025 powered by AI Siri and Matter interoperability.

Wednesday, April 22, 2026 12:00 PM UTC2 MIN READSOURCE: The VergeBY sys://pipeline

Apple's new CEO John Ternus is reportedly leading a significant push into smart home hardware, with multiple devices rumored for fall 2025 launch including the HomePad, a 7-inch touchscreen display. Apple has lagged far behind competitors—shipping only three smart devices in a decade compared to Amazon and Google's 40+ each—but now has the resources and strategic momentum to compete. The shift is enabled by a unified homeOS, smarter Siri with generative AI, and Matter interoperability standards that Apple helped develop.

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