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

Top Rated Comments

robertcoogan Avatar
54 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
54 months ago
Well, at least Siri learned a few new jokes...
Score: 31 Votes (Like | Disagree)
Aluminum213 Avatar
54 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
54 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
54 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
54 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)

Popular Stories

RIP iPod Feature

RIP iPod: A Look Back at Apple's Iconic Music Player Over the Years

Friday May 13, 2022 2:25 pm PDT by
Apple earlier this week announced the discontinuation of the iPod touch, and because it was the last iPod still available for purchase, its sunsetting effectively marks the end of the entire iPod lineup. To send the iPod on its way, we thought it would be fun to take a look back at some of the most notable iPod releases over the last 21 years. Original iPod (2001) Introduced in October...
iOS 16 mock for article

Gurman: iOS 16 to Include New Ways of System Interaction and 'Fresh Apple Apps'

Sunday May 15, 2022 6:14 am PDT by
iOS 16 will include new ways of interacting with the system and some "fresh Apple apps," Bloomberg's Mark Gurman has said, offering some more detail on what Apple has in store for the upcoming release of iOS and iPadOS set to be announced in a few weeks at WWDC. In the latest edition of his Power On newsletter, Gurman wrote that while iOS 16 is not likely to introduce a major face-lift to...
14 16 inch 2021 mbps back to back feature orange

Five Things You Still Can't Do With a MacBook Pro

Wednesday May 11, 2022 11:16 am PDT by
It's been over 200 days since Apple debuted its redesigned MacBook Pro lineup. Offered in 14-inch and 16-inch display sizes, the new-look MacBooks wowed Apple fans and creative pros alike with their powerful custom Apple silicon, mini-LED screen, and multiple connectivity options. But there are still some things you can't do with a MacBook Pro. Here are five features some Mac users are still...
iOS 16 mock for article

Which Devices Will iOS 16 and iPadOS 16 Support?

Thursday May 12, 2022 7:29 am PDT by
While there are as yet no concrete rumors related to which devices iOS 16 and iPadOS 16 will support, the discontinuation of the iPod touch earlier this week may be an indication that as many as nine devices could be about to lose support for Apple's upcoming operating systems. iOS and iPadOS 13, 14, and 15 support all of the same devices, with the iPhone 6S and iPhone 6S Plus,...
apple mac ipad watch trade in

Apple Launches Limited-Time Bonus Trade-In Credit for iPhone, iPad, Mac, and Apple Watch in Many Countries

Wednesday May 11, 2022 5:14 am PDT by
Apple has launched a special limited-time offer for iPhone, Apple Watch, Mac, and iPad trade-in that offers customers additional credit when trading in their only device for a new one. The offer is being run in several countries including the US, UK, Germany, Spain, Italy, South Korea, Japan, Taiwan, China, India, and France. In the UK, Apple is offering up to £50 of extra trade-in credit...
sony

Sony Unveils Redesigned WH-1000XM5 Headphones With Improved Noise Cancelation

Thursday May 12, 2022 9:26 am PDT by
Sony's flagship WH-1000XM4 noise-canceling headphones have been among the best on the market for some time, and today Sony announced its fifth-generation WH-1000XM5 headphones, boasting a new design and several improvements over the previous model. The redesigned headphones replace the shrouded arms that swivel on the XM4's with an exposed arm that has a single contact point at the earcups,...
apple tv 4k design clue

Kuo: New Apple TV to Launch in Second Half of 2022, Lower Price Possible

Friday May 13, 2022 7:58 am PDT by
Apple plans to launch a new version of the Apple TV in the second half of 2022, according to well-known analyst Ming-Chi Kuo. In a tweet today, Kuo said the new Apple TV will have an improved cost structure, suggesting that the device could have a lower price that is more competitive with other streaming media players like Google's Chromecast line, Amazon's Fire TV line, and the Roku line. ...
iPhone 14 Purple Feature

Full Range of iPhone 14 Color Options Revealed by Purported Leak From China

Wednesday May 11, 2022 2:20 am PDT by
The iPhone 14 and iPhone 14 Pro models will be available in a refreshed range of color options, including an all-new purple color, according to a recent rumor. The claim comes from a post on Chinese social media site Weibo by an unverified source and purports to reveal the full range of color options for Apple's upcoming iPhone 14 and iPhone 14 Pro models. Compared to the selection of color...