Last year, Apple analyst Ming-Chi Kuo said that Apple had at least seven visionOS projects in development, comprising three Vision series products and four smart glasses variants. Now, Kuo says that incoming Apple CEO John Ternus has tightened the company’s, er… vision regarding this product line.
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.
MacDailyNews Take: It’s going to be very, very nice for Apple and AAPL shareholders to finally have a CEO who’s a product person again!
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“It’s going to be very, very nice for Apple and AAPL shareholders to finally have a CEO who’s a product person again!”
That’s not how trillion dollar companies work, moron