Kuo and Gurman are wrong more often than they are correct, so I wouldn't read anything into their guesses, which is all they are...
Apple will never get my money on a HomePod or mini or any other speaker system until they give it an HDMI port and allow it to be used directly by a TV (not the ATV). Otherwise it will be a pathetic wireless POS with extremely limited capability. Same goes for Amazon and their Echo Studio.
You can connect one or two HomePod speakers to Apple TV 4K to enjoy room-filling stereo sound. When you set up a second HomePod as a stereo pair, you get true stereo sound and a more immersive sound stage for your home theater.
Note: HomePod (2018) provides Dolby Atmos, Dolby Digital 7.1, and Dolby Digital 5.1 surround sound for your home theater. Apple TV 4K doesn’t support home theater sound on HomePod mini.
If you have an Apple TV 4K (2nd generation), you can play audio on your HomePod speakers from devices such as DVD players or game consoles that are connected to a supported TV with an HDMI cable. For more information, see
Set up Apple TV.
Before you start, make sure you’ve
assigned a room to your Apple TV. Your HomePod (or HomePod stereo pair) must be connected to the same network and set up in the same room as your Apple TV 4K using the Home app on an iOS, iPadOS, or macOS (Catalina or later) device.
For more information on setting up HomePod, see the
HomePod User Guide.
- Open Settings on Apple TV 4K.
- Go to Video and Audio > Audio Output, then select the HomePod (or HomePod stereo pair).
Note: This setting routes all sound, including navigation clicks, from Apple TV to your HomePod. Only HomePod speakers can be selected for default audio output and home theater sound. If you temporarily select other speaker options (such as HomePod mini or other wireless speakers), home theater sound and navigation clicks are not supported and your speaker selection resets after Apple TVis put to sleep.
If you use a HomePod stereo pair, place the speakers on either side of the TV.
For the best surround sound, place HomePod (2018) within 10 inches of a wall and as close to the center of your TV as possible. For optimal surround sound, the HomePod speakers should be about 4 feet apart from each other.
You can use the speakers with everything now. Just need to enable ARC port on ATV.