Can Apple Take Over Your Home?

Apple's new home devices look like incremental, overpriced ecosystem plays, while ASML's sold-out backlog and luxury's China-driven slump reveal diverging cyclical trends.

• Apple's home push: Apple launched a $300 HomeView tablet-hub, pricier security cameras (~$200) and deadbolts (up to $350), plus an Apple Home Collection co-developed with Schneider Electric and LG, drawing host skepticism on value vs. Nest/Ring.
• Monetization angle: Hosts speculate Apple's real strategy is expanding the ecosystem to later raise prices on home-related services and usage limits, not hardware margins.

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