China Times Echoes Poor HomePod Sales and Rumors About Possible Lower-Priced Version

A new supply chain report out of Taiwan echoes a recent Bloomberg News story suggesting that HomePod sales have been lackluster, but as with most channel checks, it can be difficult to draw accurate conclusions.

homepodhandson
Namely, the China Times claims that Apple has reduced its HomePod shipment forecast to 200,000 units or less per month in the second quarter, down from around 500,000 units per month in the first quarter, due to lower-than-expected sales. Apple is also said to revise down its shipment forecast for all of 2018.

HomePod sales may very well be lackluster, as a relatively niche product with an expensive $349 price tag, and given a handful of early reviews that criticized Siri's capabilities, but Apple CEO Tim Cook has previously warned against trying to interpret single data points from the supply chain.

Cook on Apple's first quarter earnings call in 2013:

I suggest it's good to question the accuracy of any kind of rumor about build plans. Even if a particular data point were factual, it would be impossible to interpret that data point as to what it meant to our business. The supply chain is very complex and we have multiple sources for things. Yields can vary, supplier performance can vary. There is an inordinate long list of things that can make any single data point not a great proxy for what is going on.

For example, the China Times report only mentions Inventec and a few smaller suppliers affected by the cuts, despite reports that Foxconn would begin assembling HomePods alongside Inventec at some point in 2018. It's possible that Inventec has simply lost a portion of its orders as Apple diversifies its production.

A few months have passed since the HomePod launched, too, so early adopters who were eagerly waiting to purchase the speaker have likely already done so. Just like an iPhone, sales can be expected to be strongest within the first few weeks of availability, followed by a gradual decline over time. Production cuts are to be expected.

Moreover, the HomePod has yet to even launch outside of the United States, Australia, and the United Kingdom, so sales remain limited geographically. Apple said the speaker will launch in France and Germany later this spring.

If sales are in fact poor, one way that Apple could boost interest is by offering a more affordable HomePod, and today's report echoes rumors about a possible lower-priced version. However, the report predicts that Apple wouldn't launch a revised or cheaper HomePod until at least the fourth quarter of this year.

We'll likely never know exactly how well the HomePod is selling, as Apple said it will group the speaker under its "Other Products" category in its quarterly earnings reports, alongside the Apple Watch, Apple TV, AirPods, Beats, iPod, and more. But we'll be listening to the May 1 earnings call for any potential hints.

Related Roundup: HomePod
Buyer's Guide: HomePod (Caution)

Top Rated Comments

robertcoogan Avatar
34 months ago
I think much of the smart speaker "phenom" is overrated. I don't want to talk to my home, and I am sure most others don't want to as well.
Score: 39 Votes (Like | Disagree)
Smartass Avatar
34 months ago
Well, at least Siri learned a few new jokes...
Score: 31 Votes (Like | Disagree)
Aluminum213 Avatar
34 months ago
Apple releasing a dumb speaker for $350 isn’t going to be acceptable in 2018

Siri can’t even set two timers at once on the thing haha
Score: 24 Votes (Like | Disagree)
4jasontv Avatar
34 months ago
meh. I hate talking to my machines. It’s not that they don’t understand, it’s that it feels so disruptive. If I ask her to shut off a light, just do it. We aren’t dating. You don’t need the final word.
Score: 20 Votes (Like | Disagree)
TwoBytes Avatar
34 months ago
'Hey Siri, what's cheaper, 3 amazon echos or one homepod?'

'would you like to do a web search?'
Score: 19 Votes (Like | Disagree)
zorinlynx Avatar
34 months ago
This comment may make me unpopular here, but frankly I'm glad the HomePod is failing. It is a lackluster product, and Apple needs to stop relying on their logo and name to sell even crappy products.

If this had proper Bluetooth support, and a proper line-in, it would be an absolutely phenomenal speaker. I would have bought one on release day. However, the fact that my friends with Android devices of Windows PCs cannot connect to the HomePod to play music from their devices pretty much kills it for me.

I have a JBL speaker that supports AirPlay, Bluetooth, DLNA, TOSlink, and analog line in. It sounds great, and cost about the same as the HomePod when I got it a couple years ago. Apple should have at least lived up to something like that.
Score: 19 Votes (Like | Disagree)

Top Stories

Apple Watc black friday 20 sale feature

Apple Black Friday 2020: Best Apple Watch Deals [Updated]

Wednesday November 25, 2020 4:01 pm PST by
Black Friday sales have begun on a variety of products, including the Apple Watch. There are quite a few deals across the Apple Watch lineup this year, including one of the lowest price we've ever seen the Apple Watch Series 3. Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we may receive a small payment, which helps us keep the...
AirPods Pro black friday 20 sale feature 2

Black Friday 2020: AirPods Pro Reach Lowest Price Ever [Updated]

Wednesday November 25, 2020 3:22 pm PST by
Black Friday has kicked off this week, and one of the first major sales for the AirPods Pro is available right now on Walmart. You can find this deal below, along with a few other solid discounts on the regular AirPods. Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we may receive a small payment, which helps us keep the site...
windows 10

Developer Successfully Virtualizes Windows for Arm on M1 Mac

Friday November 27, 2020 7:16 am PST by
Developer Alexander Graf has successfully virtualized the Arm version of Windows on an M1 Mac, proving that the M1 chip is capable of running Microsoft's operating system (via The 8-Bit). Currently, Macs with the M1 chip do not support Windows and there is no Boot Camp feature as there is on Intel Macs, but support for Windows is a feature that many users would like to see. Using the...
General black friday 20 sale feature

Thanksgiving Day Deals Still Available on AirPods, M1 Macs, Apple Watch Series 6, iPads

Thursday November 26, 2020 10:21 am PST by
Black Friday deals seem to start earlier and earlier every year, so there were already a wide variety of discounts available for Apple products on Thanksgiving Day. Many of the deals remain available even after Thanksgiving, but act fast, as inventory quickly fluctuates. Thanksgiving Day Deals on Apple Products — Still Available:AirPods with a wireless charging case remain available for...
iPhone black friday 20 sale feature

Apple Black Friday 2020: Best iPhone Deals

Friday November 27, 2020 12:56 pm PST by
Black Friday is halfway done, but there are still a few deals to shop for on iPhones at carriers like AT&T, Verizon, and T-Mobile/Sprint. Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we may receive a small payment, which helps us keep the site running. AT&T Starting with AT&T, you'll find up to $700 off any iPhone 12 when...
13 16 inch macbook pro air trio

Reliable Leaker Suggests Redesigned MacBooks in 2021 Will Include Both Apple Silicon and Intel Models

Wednesday November 25, 2020 9:15 am PST by
Reliable leaker known as "L0vetodream" has today suggested on Twitter that redesigned MacBooks coming in the second half of 2021 will include models with both Apple Silicon chips and Intel processors. The brief Tweet came in response to a MacRumors article from earlier today, which outlined a report from Ming-Chi Kuo claiming that Apple plans to release redesigned MacBook models with Apple ...
iphone trade in store

UK Environmental Committee Says Apple Contributing to 'Throwaway Culture' of 'Short-Lived Products'

Thursday November 26, 2020 7:07 am PST by
Technology companies like Apple are contributing to e-waste by making their products difficult to repair, and charging expensive repair fees, according to a lengthy report published today by the UK Parliament's Environmental Audit Committee. "We were told that Apple glues and solders parts together on their laptops, which makes repairing them very difficult," the Committee wrote in a summary ...
m1 chip macbook air pro

Kuo: Redesigned MacBooks With Apple Silicon to Launch in Second Half of 2021

Tuesday November 24, 2020 7:53 pm PST by
Apple plans to release additional MacBook models with Apple Silicon in the second half of 2021, according to analyst Ming-Chi Kuo, as part of the company's two-year transition away from Intel processors across its Mac lineup. In a research note today, obtained by MacRumors, Kuo said that these MacBook models will feature a new design. Kuo did not specify which models these will be, but he...
mac mini macbook pro macbook air

Apple M1 Hands-On Comparison: MacBook Air vs. MacBook Pro vs. Mac Mini

Monday November 23, 2020 3:40 pm PST by
Apple's M1 Macs are out in the wild now, but ahead of the holidays, you might still be trying to figure out which one to pick up, either for yourself or as a gift for someone else. We've got all three of the new Macs available, so we thought we'd give MacRumors readers a hands-on overview of each machine in our latest YouTube video. Subscribe to the MacRumors YouTube channel for more videos. ...
iPad Pro 5G and Mini LED feature

Rumored 2021 High-End iPad Pro May Feature 5G With mmWave Support

Thursday November 26, 2020 2:14 am PST by
Apple's rumored high-end iPad Pro models to be released next year will be 5G-enabled with mmWave support, according to sources cited by industry publication DigiTimes. Multiple rumors have suggested Apple is planning to release a high-end 12.9-inch iPad Pro with a mini-LED display next year, with the possibility that there will be an 11-inch mini-LED model too, but details beyond that have...