Apple to Launch Smart Home Security Camera with Goertek as Key Partner
Apple plans to introduce its own HomeKit-compatible security camera by 2026, partnering with Chinese manufacturer Goertek for production.
According to well-known analyst Ming-Chi Kuo from the Taiwanese investment firm TF International Securities, Apple is preparing to enter the smart home security market with its own HomeKit-compatible IP camera. The tech giant has already secured a manufacturing partner, reportedly aiming to launch this product in 2026. Apple is planning to produce up to 10 million units annually, suggesting it has ambitious goals for this new venture.
The key manufacturing partner for Apple’s new smart home devices is said to be Goertek, a Chinese company known for its expertise in acoustics and consumer electronics. Goertek, which also has production facilities in Vietnam, will be responsible for the New Product Introduction (NPI) phase for both the HomeKit camera and an updated version of AirPods. The collaboration marks a significant step forward in their relationship after past supply compliance issues, which reportedly led Apple to cut orders. With these issues seemingly resolved, Goertek is poised to take on more Apple business by 2025.
While specifics about the design and features of Apple’s smart home camera remain under wraps, the move indicates a strategic expansion into the smart home market. The current market for smart home IP cameras is relatively small, with annual sales estimated at around 30 to 40 million units. By leveraging its HomeKit Secure Video platform, Apple could carve out a significant share, offering enhanced privacy and security through integration with its iCloud+ service. Currently, HomeKit Secure Video only works with third-party cameras from brands like Eve Home.
In addition to the smart camera, Kuo notes that Apple is exploring health-related features for its AirPods. This could include integrating heart rate sensors, possibly extending to its Powerbeats Pro lineup. Apple has already transformed its AirPods Pro 2 into a tool for mild to moderate hearing loss management, showcasing its efforts to expand the AirPods’ functionality beyond just audio.
These developments underline Apple’s strategy to diversify its product range and explore new market segments, especially in health tech and smart home automation, as it looks to broaden its already successful AirPods business.