If Apple doesn't release Apple TV & HomePod Mini this year, and if it can get next generation Siri ready by March, it might well make sense for all that stuff to be combined into a focussed March event where Apple announces a big push into the smart home market - updated HomePod Mini and new HomePod with a display both running updated Siri, new Apple TV with enough power to handle a lot of the AI load locally, and maybe some other new stuff like security cameras and/or a doorbell.
That does leave the question about what is going on with the falling stock levels in a few places. Would Apple really be willing to have a gap in HomePod sales for 4 months? Maybe sales of the current model are low enough right now that it doesn't care in the bigger picture of a major push into the smart home market next year. Also, the scarcity of current generation HPM isn't universal. I just looked them up on Apple's UK web site and, while my local Apple Store can't offer me any for pickup today, all colours are available for in-store pickup or home delivery tomorrow. Perhaps this is just a temporary supply glitch and at least some more will be going into the retail channel between now and early next year.
That does leave the question about what is going on with the falling stock levels in a few places. Would Apple really be willing to have a gap in HomePod sales for 4 months? Maybe sales of the current model are low enough right now that it doesn't care in the bigger picture of a major push into the smart home market next year. Also, the scarcity of current generation HPM isn't universal. I just looked them up on Apple's UK web site and, while my local Apple Store can't offer me any for pickup today, all colours are available for in-store pickup or home delivery tomorrow. Perhaps this is just a temporary supply glitch and at least some more will be going into the retail channel between now and early next year.