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A Launch Strategy Similar to Apple Silicon
Apple appears to be adopting a schedule similar to the one used for its Apple Silicon chip in 2020, which involves announcing the product well in advance to give developers ample time to adapt their applications before the product hits the market the following year. The goal is to develop an ecosystem of apps and services that are ready upon the glasses’ release.
What to Expect from these Smart Glasses?
Unlike the Vision Pro and speculations about lightweight augmented reality glasses, the initial version of the Apple Glasses will focus on more basic uses, such as making phone calls, handling Siri requests, and taking photos. A dedicated processor—inspired by the one used in the Apple Watch—will handle these tasks independently while minimizing power consumption.
According to Bloomberg, a second model is already in the works (though many might settle for the first one) and it would include actual AR display capabilities. There are rumors about an integrated display within the frame’s lens, but no timeline has been suggested for this more ambitious version.
Apple’s Strategy Against Meta
According to Mark Gurman, the Vision Pro does have a niche market—just as the Mac Studio and Mac Pro—but it remains inherently limited. Apple cannot afford to have its new major platform confined to a niche.
Even by making the headset lighter and less expensive, the experience wouldn’t likely appeal to the general public. This is precisely why the journalist believes that Apple’s strategy in mixed reality will primarily involve connected glasses, more suited for mass adoption.
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For several months, reports suggest that Apple is reallocating some of its teams from the Vision Pro—too costly and bulky to attract the general public. Similarly, the company has paused the lighter and cheaper “Air” version, initially planned for 2027.
In general, the company is working on two projects. The first model, known under the codename N50, would lack a screen and is designed to operate in conjunction with an iPhone. It could be unveiled as early as 2026, with its market launch expected in 2027. A second model, this time with an integrated screen, was initially expected for 2028, but its development has reportedly been accelerated.