According to Inventec, which assembles HomePod smart speakers for Apple, smart speaker products will eventually be equipped with a 3D sensing camera to enable face recognition. According to He Dashui, General Manager of IAC, the face recognition function will make smart speakers more convenient and easier to use. However, the executive is not sure whether consumers will be interested in such AI speakers.
Although the executive did not mention Apple HomePod’s name, he revealed that Inventec is producing a smart speaker that supports voice commands. This product may be Apple’s HomePod, which will be available for sale next month. It's $349. He Daishui also said that Enigma has commissioned more than one customer to produce smart speakers. Some of the products previously produced have already been shipped by the middle of this year.
Fuchun Securities analyst Arthur Liao pointed out that the supply chain data indicates that HomePod's production in 2018 will reach 4 million units, but the analyst is also not sure whether consumers have a strong demand for this product. Liao also predicted that Apple will ship 20 million AirPods wireless headsets this year, which will grow to 30 million next year.
Jeff Pu, an analyst at Yuanda Investment Consulting, expects Apple to launch HomePod with 3D awareness in 2019.
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