Analyst Ming-Chi Kuo reveals Apple's ambitious plans for smart glasses with four models in development, including a direct competitor to Ray-Ban Meta. The first-generation model is projected to ship 3-5 million units by 2027, boosting overall market shipments. Additional XR glasses and a 'display accessory' are also in the works. Meanwhile, the updated Vision Pro headset is set to begin mass production this year, complementing a lightweight version, Vision Air, expected by 2027. These innovations underline Apple's significant investment in the augmented and virtual reality spaces.
The first will be a Ray-Ban Meta competitor with camera and video recording capabilities, speakers and a voice-controlled user interface and AI features.
The first-generation Apple glasses are also expected to raise demand for the smart glasses category across other brands, with the product category expected to reach 10 million shipments in 2027.
Apple is working on extended reality (XR) glasses with liquid crystal on silicon (LCoS) displays, voice controls and gestures.
The Vision Air is expected to arrive in Q3, 2027, with a lightweight form factor that's 40% lighter than the Vision Pro.
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