How Apple’s delayed product launches could impact their future success
Apple, the tech giant, has added one of the most anticipated devices to its lineup — the HomePad, a smart home hub that combines the functionalities of an iPad and a smart home control station. However, fans and investors have to wait longer, as the device’s release has been delayed. This could impact competition with other smart device manufacturers, such as Amazon and Google, which continue innovating their smart home solutions.
The HomePad is expected to feature a 7-inch square display with a wide frame and a camera at the top. The control panel is designed in StandBy style. The device operates on HomeOS, which supports Apple Intelligence and various apps, including FaceTime. The HomePad also offers the ability to control a smart home comfortably.
Meanwhile, Apple’s augmented reality (AR) plans are facing challenges. According to Mark Gurman, Apple does not plan to release a Vision Pro 2 headset this year. Some sources suggest that the presentation of the latest model may still take place in 2025, but most data indicates that the release will take place only in 2026. This delay puts Apple at a disadvantage as competitors like Meta and other technology giants aggressively expand their presence in the burgeoning AR market. The implications can be significant, given the increasing investor interest in the augmented reality market.
Apple is working on a more affordable headset, codenamed N107, with plans for its release in the near future, alongside exploring smart glasses and wearable devices like AirPods with cameras. However, none of these are expected to launch before 2025. Additionally, Apple is preparing a significant update for its smartwatches, including a new Apple Watch SE, Series 11, and Ultra 3, featuring advancements like pressure monitoring and satellite communications, which could enhance their appeal for active users and travelers. These innovations aim to bolster Apple’s position in the wearable market and fuel revenue growth in 2025.
However, not all news is positive. Apple experienced a 2% decline in smartphone sales, losing one percentage point to its competitors, which undoubtedly affected Apple stock. At the same time, Samsung managed to increase its shipments by 1%. The decline in the share may also stem from delays in the distribution of Apple Intelligence and the company’s overall technological progress. This decline could unsettle investors and force the company to reassess its long-term strategies. Without decisive action, these setbacks can undermine the company’s financial stability in 2025.
Despite the steady growth in iPhone shipments in Latin America and Africa, 2024 was less than stellar for Apple. The debut of the iPhone 16 was accompanied by the uneven rollout of Apple Intelligence, particularly its absence in the Chinese market. Overall, the global smartphone market grew by 4% last year, significantly improving after two consecutive declines. Xiaomi’s product shipments grew the best among the top five, with a 12% increase. This solidified its position as the world’s third-largest smartphone manufacturer. All other smartphone manufacturers collectively control no more than a third of the global market, but their share did not exceed 30% two years ago. This distribution is similar to the principles of automated trading, when the percentage affects the rate of profit more than the actual asset allocation.
These dynamics highlight Apple’s challenges—the delay in product launches, technological hurdles, and declining market share—but also underscore its potential. Apple must develop more aggressive innovation strategies and resource allocation to maintain its position and restore growth. In 2025, the company should focus on improving its key products and expanding into new markets. Innovations such as enhanced smartwatch capabilities and the introduction of smart home solutions can play a key role in securing Apple’s future success.
