Apple's $299 HomeView ships after two-year delay, with its robotics ambitions held back by Siri
创业邦 · wechat · 2026-10-20
Apple finally launched HomeView, a $299 smart display with a 7-inch screen — delayed nearly two years largely because the new Siri's AI never met the bar, with finished units sitting boxed in warehouses. The piece traces Apple's home robotics roadmap: the J595 desktop robotic arm ("Pixar Lamp"), mobile home robots, even a Rosie-the-robot concept, plus Morgan Stanley's $133B-by-2040 revenue forecast. The core tension: Apple's on-device-first AI limits model capability versus cloud-first rivals, pushing J595 to 2027-2028 while Tesla, Figure and Amazon already occupy the field.
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