In an X post, analyst Ming-Chi Kuo says Apple will release its own “smart glasses” in 2027. These will have a design more like traditional eyewear than the Apple Vision Pro.
Kuo says Apple will ship 3-5 million units or more of the device. He says core features will include audio playback, camera, video recording, and AI environmental sensing. Kue also thinks that Apple will offer multiple material options for frames and temples, with Apple actively testing 3D printing technology for production.
When it comes to head-mounted devices, he doesn’t think Apple will release any new products this year or next. However, the company views head-mounted devices as the next major trend in consumer electronics, he feels.
“The company currently has at least seven projects in development, comprising three Vision series products and four smart glasses variants,” Kuo writes. “Five of these products have confirmed development timelines, while two remain to be determined. Among Apple’s head-mounted offerings, Ray-Ban-like smart glasses will likely be the first to achieve significant volume, with projected shipments of 3-5 million units or more in 2027. Apple’s entry is expected to push total market shipments for this category beyond 10 million units in 2027, marking a significant emerging trend.”
As for Apple’s roadmap for Apple Glasses and Vision Pros, here’s what Kuo is forecasting:
Vision Pro M5 Version:
° Mass production scheduled for 3Q25, with projected shipments of 150,000-200,000 units in 2025;
° Processor upgrade from M2 to M5; other specifications remain unchanged;
° Will continue as a niche product, aimed at maintaining market presence, developing the ecosystem, reducing component inventory, and exploring XR headset applications.
Vision Air:
° Mass production scheduled for 3Q27;
° Features all-new form factor, substantially lighter (over 40% weight reduction compared to Vision Pro);
° Powered by Apple’s latest flagship iPhone processor;
° Weight reduction achieved through glass-to-plastic replacement, extensive magnesium alloy use (titanium alloy deemed too expensive), and reduced sensor count; ° Significantly lower price point than Vision Prol
All-New Design Vision Pro 2nd Generation:
° Mass production is projected for 2H28;
° Features an entirely new design, significantly lighter, and a lower price point;
° Will equip with a Mac-grade processor.
Smart glasses–type:
° Ray-Ban-like;
° Mass production scheduled for 2Q27, with projected shipments of 3-5 million units or more in 2027;
° Multiple frame and temple material options;
° Voice control and gesture recognition user interface;
° No display functionality; core features include: audio playback, camera, video recording, and AI environmental sensing
XR Glasses:
° Mass production scheduled for 2H28;
° Voice control and gesture recognition user interface; ° Display technology: LCoS with waveguide, supporting color display;
° AI functionality critical to product success;
° Additional variant in development with later production timeline and lower visibility.
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