
Apple seemingly has astatine slightest 7 projects successful development, including 3 "Vision" devices and 4 astute glasses products. Kuo says that 5 of these products person "confirmed" improvement timelines, portion 2 stay to beryllium confirmed. Here's what to expect:
2025
- Apple Vision Pro (M5): A refreshed first-generation Vision Pro. Featuring the M5 spot with nary different changes, the caller instrumentality volition not beryllium considered to beryllium a "second generation" model. Mass accumulation is scheduled for the 3rd 4th of 2025 and Apple is expecting to vessel 150,000–200,000 units this year. It volition apt stay a niche product. The 2nd procreation exemplary is simply designed to support marketplace beingness and enactment ecosystem development, arsenic good arsenic trim inventory of excess components successful the proviso chain.
2026
- No caller Vision oregon astute glasses products to beryllium released.
2027
- Apple Smart Glasses: Similar to Meta Ray-Bans, Apple's archetypal astute glasses merchandise volition connection aggregate framework and temple worldly options for a much personalized look. It volition diagnostic dependable power and motion recognition, but determination volition beryllium nary display. Key features see audio playback, photography and videography, and AI-powered biology awareness. Some users volition usage the astute glasses to regenerate their AirPods oregon iPhone camera successful definite situations. Mass accumulation is scheduled for the 2nd 4th of 2027, with Apple expecting shipments of 3 to 5 cardinal units successful the motorboat year. It volition apt beryllium the archetypal Vision oregon glasses merchandise to execute important income volume.
- Apple Vision Air: Featuring all-new plan that is "substantially lighter," with implicit 40% value simplification compared to the Vision Pro. This value simplification volition beryllium achieved by replacing solid with plastic, utilizing magnesium alloy, and reducing the fig of sensors connected the device. It volition incorporate Apple's latest flagship ‌iPhone‌ processor of the time, alternatively than an M-series chip. It volition travel astatine a "significantly little terms point" than the Vision Pro. Mass accumulation is scheduled for the 3rd 4th of 2027.
2028
- Apple Vision Pro (second generation): Apple's existent 2nd procreation Vision Pro headset volition debut an wholly caller plan with a importantly reduced weight. It volition diagnostic a powerful, Mac-grade processor and a little terms point. Mass accumulation is projected to statesman successful the 2nd fractional of 2028.
- Apple XR Glasses: While the merchandise volition diagnostic dependable power and motion designation similar the company's archetypal astute glasses, this much precocious mentation volition adhd a colour Liquid Crystal connected Silicon (LCoS) show with waveguide optics. AI volition seemingly beryllium captious to the device's success. Mass accumulation is scheduled for the 2nd fractional of 2028. Several different brands are expected to merchandise akin products earlier Apple to found aboriginal marketplace presence, but owed to the quality of this class of devices arsenic aboriginal technology, these products volition astir apt stay niche offerings implicit their archetypal fewer years of existence.
2029 and Later
- Apple XR Glasses (second procreation oregon variant): A antithetic mentation of Apple's XR glasses introduced successful 2028, with a aboriginal accumulation timeline. Little is known astir this instrumentality astatine present.
- Display Accessory (development paused): An all-new benignant of instrumentality that uses a tethered transportation to show contented from Apple devices similar iPhones and Macs. It features show exertion from Birdbath optics with electrochromic dimming. The instrumentality was primitively scheduled to participate wide accumulation successful the 2nd 4th of 2026, but its improvement was paused successful the 4th fourth of 2024 due to the fact that Apple questioned its competitory vantage implicit different existing products. Apple's mentation had a value of 120–130 grams, versus a sub-100 gram value of competitors. Apple is presently reviewing the merchandise for "repositioning and specification refinement," and a task restart is possible.
Kuo believes that Apple has sizeable competitory advantages successful its program to connection a scope of Vision and astute glasses products, owed to its robust hardware improvement capabilities and unsocial ecosystem integration. The main situation facing the institution remains AI-powered features and software. See Kuo's full report for much information.
Related Roundup: Apple Vision Pro
Tags: Apple Glasses, Ming-Chi Kuo
Buyer's Guide: Vision Pro (Neutral)
Related Forum: Apple Vision Pro
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