Apple Delays 3 AI Devices to 2028 as Siri Bottleneck Stalls Hardware
Updated
Updated · FourWeekMBA · Jun 8
Apple Delays 3 AI Devices to 2028 as Siri Bottleneck Stalls Hardware
3 articles · Updated · FourWeekMBA · Jun 8
Summary
Apple has pushed back three AI-dependent products: a tabletop robot to 2028, a smart home display to late 2026, and AI glasses to late 2027.
The delays stem from software, not hardware: Bloomberg said the devices are ready, but Siri and Apple Intelligence remain too weak to support reliable voice and visual AI.
That bottleneck follows Apple Intelligence 1.0's poor reception and a delayed Siri overhaul, leaving Mike Rockwell's rebuild and Apple's Gemini partnership central to getting the products shipped.
John Ternus, who becomes CEO on Sept. 1, inherits the backlog as rivals already hold ground—Meta sells Ray-Ban smart glasses, Amazon says Alexa is in 500 million devices, and Google runs Gemini across 3 billion Android phones.
With Meta already dominating the AI glasses market, has Apple’s chance to define this new category already passed?
Is Apple’s Google partnership a temporary fix or has its famed closed-ecosystem model failed in the new AI era?
Apple’s AI Hardware Delays: 2026 Rollout Bottleneck, Market Risks, and Supply Chain Shifts
Overview
As of June 2026, Apple is experiencing major delays in launching its AI-powered hardware, mainly because of ongoing software development challenges. While competitors like Meta, Amazon, and Google have already made strong progress in the AI device market, Apple’s products are still waiting for crucial software updates, especially improvements to Siri and the Apple Intelligence framework. This software bottleneck is holding back the release of innovative devices like Apple’s smart glasses, which are designed with unique features and could become important health and AR tools. The delays highlight how essential advanced software is for Apple’s next-generation hardware to succeed.