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Apple Store Shortages Fuel Talk of New Apple TV and HomePod

The supply dip hints at devices Apple kept on ice to pair with a more capable Siri.

Overview

  • Multiple outlets reported over the weekend that Apple Stores worldwide have low stock of Apple TV 4K, HomePod, and HomePod mini, a pattern that often precedes refreshes but is not proof of one.
  • Bloomberg’s Mark Gurman says next‑gen Apple TV and HomePod mini have been ready since last year, yet Apple has held them to launch alongside a more personal Siri built on Apple Intelligence.
  • Availability now varies by device, with HomePod mini the hardest to find and facing online shipping delays, the larger HomePod tight in some stores, and Apple TV showing the healthiest stock.
  • Rumors point to chip and wireless upgrades, including an A17 Pro and a new N1 Wi‑Fi 7 chip in Apple TV and a newer S‑series chip in HomePod mini, with reports also mentioning improved sound and a newer Ultra Wideband chip.
  • The next window to watch is Apple’s Siri rollout, with Gurman pointing to iOS 26.5 in late March or early April or iOS 27 at WWDC in June, since the hardware is expected to track that schedule.