Well-known technology analyst Ming-Chi Kuo posted:Incoming Apple CEO John Ternus has approved scaling back the development roadmap for Apple GlassesMing-Chi Kuo said that the Apple XR headset and smart glasses roadmap he compiled about a year ago is "no longer an effective reference." at present,Only two smart glasses products are visible on the entire roadmap.
He also said that this major adjustment was approved by Apple's next CEO Ternus, and that this change has been happening for some time.
(Source: X)
As a background, developing smart glasses is not only the "number one task" of current CEO Cook, Ternus is also the core person in charge of the Apple Glasses project. He has been in charge of the Vision Products Group (VPG) responsible for developing the product for the past two years.
Guo Mingchi also said that the latest supply chain survey shows thatApple AR/XR smart glasses device equipped with optical waveguide display has been delayed to 2029. Display-less AI glasses similar to the Ray-Ban Meta are still scheduled to ship in 2027.
Regarding the ending of the Vision Pro product line being removed, Kuo Ming-Chi said bluntly that this was the right decision and that Apple should shift resources to the AI glasses category with greater consumer potential.
It is worth noting that there are discrepancies between Ming-Chi Kuo’s revelations and Mark Gurman, another technology whistleblower.
In a routine update last weekend,Gurman mentioned that Apple has been developing a thinner and lighter headset to replace the $3,499 Vision Pro..
However, Gurman also mentioned that he believes that Apple’s next headset is unlikely to be launched by the end of 2028 or before 2029. Apple will have to figure out how to fix the design and pricing issues that caused the Vision Pro to fail. Until then, the category will be "frozen." At the same time, the vision of Apple Intelligence Glasses is to target the billions of people around the world who wear glasses every day. It is one of the largest consumer goods markets on the planet, and the number of potential users is almost comparable to the global smartphone business.
The differences between the two people's revelations will soon be verified.
Apple will hold WWDC developer conference next week, the visionOS 27 annual system update will be brought. Whether Apple will bring substantial updates to this product will naturally be the best indicator of whether the entire product line will survive.
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