郭明錤｜Ming-Chi Kuo(@mingchikuo):1. The Apple XR headset and smart glasses roadmap I put together about a year ago is no longer a useful reference. For now, only two smart glasses products remain visible in the roadmap. 2. The major overhaul was signed off by Apple's next CEO, John Ternus. This shift actually happened a while back. I'm just late updating the chart. I think removing the Vision Pro line was the right call, as Apple shifts resources toward smart glasses with greater mass-market potential. 3. My latest supply chain checks suggest Apple’s display-equipped AR/XR smart glasses device, powered by optical waveguides, has slipped to 2029. The display-less AI glasses, similar to Ray-Ban Meta, are still expected to ship in 2027.

2026.06.03 16:56

1. The Apple XR headset and smart glasses roadmap I put together about a year ago is no longer a useful reference. For now, only two smart glasses products remain visible in the roadmap. 2. The major overhaul was signed off by Apple's next CEO, John Ternus. This shift actually happened a while back. I'm just late updating the chart. I think removing the Vision Pro line was the right call, as Apple shifts resources toward smart glasses with greater mass-market potential. 3. My latest supply chain checks suggest Apple’s display-equipped AR/XR smart glasses device, powered by optical waveguides, has slipped to 2029. The display-less AI glasses, similar to Ray-Ban Meta, are still expected to ship in 2027.

郭明錤｜Ming-Chi Kuo@mingchikuo

2025.06.29 20:23

Apple Vision Series and Smart Glasses Roadmap (2025–2028): Smart Glasses Set to Drive the Next Wave in Consumer Electronics Full story: