Apple Intelligence slips again, postponing smart home lineup

Apple’s rumored Home Hub, smart glasses, and a tabletop robotic arm are being pushed into later release windows as Apple Intelligence upgrades arrive more slowly than expected—turning what looked like multiple “delays” into a smaller, AI-blocked bottleneck for

For people waiting on Apple’s next wave of devices, the pattern is starting to feel exhausting: a promised launch date comes and goes, then another window appears, and suddenly you’re tracking rumors the way you track weather.

Now the same idea is being applied to Apple’s AI upgrades. In the unannounced-products world where internal plans don’t always survive contact with reality, new release windows are often labeled as “delayed”—even when engineers are simply adjusting after something else slips.

In Bloomberg’s “Power On” newsletter, three unannounced products reportedly depend on Apple Intelligence getting to the point Apple wants. The list includes the rumored Home Hub. the rumored smart glasses. and a robotic arm upgrade tied to the Home Hub. The claim is blunt: those waiting-on-AI products add up to “so many Apple product delays.”.

If Apple Intelligence had rolled out as expected and “completely” through 2025, the newsletter suggests the Home Hub would have arrived sooner. The glasses would have been released in early 2027, and the robotic arm could have arrived in 2026 or 2027.

The most telling part is how the message lands. The robotic arm. as described in the discussion around these leaks. is technically an accessory or a second iteration of the Home Hub. That means. rather than three separate product lines stuck in limbo. you’re likely looking at two categories affected by the same AI timing—and possibly just one core launch.

The rumored Meta Ray-Ban glasses are where the timeline gets especially messy. They’re described as being “delayed” from early 2027 to late 2027. but the reporting also points to a timeline that may have been shifting all along. Leaker Ming-Chi Kuo was first to say late 2027 was the goal. and it wasn’t until more recently that Gurman switched to that timeline.

In other words. “delay” may not describe a single failed handoff so much as a moving target that people later reframe as late delivery. The other friction point—the Home Hub tablet—reads like the clearer bottleneck. The newsletter’s line about “so many Apple product delays” starts to look like one bigger issue. with a course correction built in.

Why would Apple hold back? The reasoning given here is practical and familiar: if the Home Hub is built around Siri, the company can’t afford to launch another product perceived as underpowered just because Siri is underpowered. The report’s push toward better AI before launch fits that logic.

There’s also a noticeable absence in the details: there’s no mention here of Apple work on an AI pendant waiting on the same upgrades. The discussion around that is cautious—this may be too early in development for even Gurman’s timeline to be locked.

Apple, for its part, is clearly preparing to push deeper into the smart home market with its own product lines. Those would include the Home Hub tablet, a security camera, and a doorbell. The launch could occur at any time.

And if the smart home schedule already feels uncertain, the wider release calendar doesn’t exactly calm things down. The conversation also touches iPhone Fold as a potential September move. described as the company’s most expensive handset yet. even as the broader market deals with pricing and supply.

Underneath that is another constraint: the memory and computer parts market has become overrun with AI company demand. The concern is that Apple may not see the remainder of M5 upgrades this summer. Even though WWDC is primarily software-focused, Apple has previously used the event to reveal product upgrades and even chipsets. This time, the supply chain is described as so depleted that even Apple would have to take a back seat.

Put all of it together and the emotional takeaway is simple: the tech world keeps forcing customers to wait. and Apple’s wait-times don’t happen in isolation. One delayed “full” version of Apple Intelligence in early 2025 is described as creating a ripple effect across other releases and product strategies.

But the piece also resists the easy narrative that Apple is falling behind or unable to ship. The argument offered is that consumer-facing reality doesn’t match that picture. In a market where AI has already beat customers down with similar claims elsewhere. Apple is portrayed as thriving with almost zero presence in the space.

The real test now lands in the next cycle: what Apple brings to WWDC, and whether the company’s slower AI rollout translates into slower devices—or into a single, stubborn delay it has finally learned to design around.

Apple Intelligence Home Hub smart glasses robotic arm Siri WWDC iPhone Fold Apple Silicon M5 supply chain Bloomberg Power On Ming-Chi Kuo Mark Gurman