AAPL's smart home expansion is not a significant driver for investors; it is a low-risk ecosystem extension rather than a breakthrough product.

Micron now generates more operating profits than Apple.

We are approaching the end of the year, but it appears that Apple has another big announcement to make. Mark Gorman of Bloomberg reports that the company will offer some kind of home control center.

But now, what has recently emerged, Lou, is doorbells, indoor and outdoor cameras, and all sorts of other devices that will connect to this smart home device. The interesting thing is that we've been through this before.

Apple introduced the "Home" app, which I still have on my phone. I still don't know exactly what I'm supposed to do with it. That was almost a decade ago today . Can they really do that?

Can they really enter the smart home market with the help of other companies that manufacture the products, because the big thing was that LG would be manufacturing some of these things?

Now you suddenly go from being fully vertically integrated into phones to, "Hey, we need a bunch of partners here in the smart home." Can they do that? No , this isn't the next big thing.

Steve Jobs wouldn't have gone on stage and said, " Doorbell". Especially since everyone has had this for a decade, but I think it makes sense for both parties because it is simply an expansion of product lists and ecosystems without significant risk or huge capital expenditure.

I don't think Apple or LG see this as a smash hit or an iPhone-like device , but I think it's increasingly about controlling the " closed garden" of the consumer relationship.

If Apple can expand that, or try again, as she says, to include home automation and the like, it would make sense for them to be there.

So, I think it's not impactful for investors in either company, but I think it makes sense for both of them. Yes, I think if you consider this a big move and a huge announcement, it actually doesn't seem logical to either party.

I mean, look at Apple, they're moving towards a new, improved smart home based on artificial intelligence, but what does Apple actually offer?

While LG retains its brand on the devices themselves, the AI models that Apple adopts are a partnership with Google's Gemini.

So there might be a hub device, but I'm sure it will be more expensive than Amazon or Google devices. It will be difficult to sell, especially if you already own such devices in your home.

You might be able to sell some subscriptions if you're an Apple, and that's fine, but are you really opening up a whole new consumer base to sell those subscriptions? I really don't know if you will do that.

But back to LG. I mean, if you think this is the next big thing, well, you keep the low-margin devices and give up more of the high-margin subscriptions to Apple, even though you have your own service that you can sell.

Yes, this will be really interesting because they have been talking about the "home hub" for a very long time. This seems like a last-ditch, desperate attempt. If they can't make something convincing to me, honestly.