Analysts at Loup Ventures wrote a wish list of an Apple hardware + software bundle they call a 360° bundle. I call it a wish list because there are no rumors or evidence suggesting this is Apple’s plan, and the article tries to align shareholder wishes with consumer wishes. However, my opinion is that this sort of bundle is in the realm of possibility. The iPhone Upgrade Program is already a subscription, the only thing missing is the software.
For hardware subscriptions and ultimately a 360° bundle to gain wide adoption, the product family must work seamlessly together, the infrastructure to service and maintain those products must exist, and the products must hold their value over time. Apple is the only company that can bring all three of those together.