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Apple Inc. is set to introduce its
Vision series and smart glasses beginning in 2027, according to industry analyst Ming-Chi Kuo. Kuo, recognized for his precise forecasts regarding Apple's product strategy, has detailed a timeline for the release of these new devices. His latest insights indicate that Apple has no plans to launch any new head-mounted devices in 2026, instead focusing on a comprehensive rollout of multiple products starting in 2027.Kuo's analysis positions head-mounted devices as the next pivotal trend in consumer electronics. Apple is reportedly investing significantly in research and development to ensure these products deliver high performance and an exceptional user experience. The Apple Vision series is expected to encompass a variety of smart glasses and other head-mounted devices, integrating cutting-edge technologies such as augmented reality (AR) and artificial intelligence (AI).
The first product in the Apple Vision series is anticipated to be a pair of smart glasses resembling Ray-Ban sunglasses. These glasses will feature voice and gesture controls, built-in earphones, and a camera. Initial production is scheduled for the second quarter of 2027, with an estimated annual shipment of 300 to 500 million units. This product is designed to be lightweight and will incorporate AI sensors and voice recognition technology, making it a versatile and user-friendly device.
Kuo's predictions also suggest that Apple plans to release additional products in the Apple Vision series beyond the initial smart glasses. These products are expected to build on the foundational technology of the smart glasses, offering even more advanced features and capabilities. Apple's strategy appears to be focused on gradually introducing new devices to the market, allowing for continuous innovation and improvement.
The release of the Apple Vision series and smart glasses marks a significant expansion for Apple into the wearable technology market. The company has already established a strong presence in this sector with products like the Apple Watch and AirPods. The introduction of smart glasses and other head-mounted devices will further solidify Apple's position as a leader in consumer electronics, offering users a seamless and integrated experience across all their devices.
Apple's competitive advantage in the Vision series and smart glasses market stems from its robust hardware development capabilities and ecosystem integration. However, the primary challenge lies in developing AI-driven systems and software. Before Apple's smart glasses hit the market, several brands are expected to launch their own products to gain an early advantage. Nevertheless, given the current state of technology and design, these products are likely to remain niche items for the next two years.
Apple's product roadmap includes several key milestones. The Vision Pro M5 version is planned for mass production in the third quarter of 2025, with an estimated shipment of 150,000 to 200,000 units. This version will feature an upgraded M5 processor while retaining other specifications. The Vision Air, scheduled for mass production in the third quarter of 2027, will have a new design with significantly reduced weight, approximately 40% lighter than the Vision Pro. It will be powered by Apple's latest iPhone processor and priced lower than the Vision Pro. A new Vision Pro second generation is expected to be produced in 2028, featuring a completely new design, lighter weight, and equipped with a Mac-level processor.
In the smart glasses series, a product similar to Meta Ray-Ban is planned for mass production in the second quarter of 2027. This product is expected to ship 300 to 500 million units or more in 2027, supporting voice control, gesture control, audio playback, video recording, and AI environmental sensing. Additionally, XR glasses are planned for mass production in 2028.
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