Exciting concept designs of Apple Glass – Image Source: AppleInsider
According to Ming-Chi Kuo, Apple’s long-anticipated smart glasses may finally hit the market by late 2027.
The concept of Apple Glass has generated substantial buzz, with many expecting a unique iteration of smart glasses to emerge from Cupertino in the future.
In a recent report, TF Securities analyst Ming-Chi Kuo provided updated insights into Apple’s plans for smart glasses.
Ray-Ban Style
Speculation suggests that Apple’s initial offering will be simpler than originally envisioned. Contrary to the long-held dream of augmented reality in eyewear, rumors indicate a more straightforward, non-visual experience.
Kuo asserts that these Ray-Ban-esque smart glasses won’t feature a display but will include audio playback and video recording capabilities, resembling the existing partnership between Meta and Ray-Ban that integrated a camera into sunglasses.
Users will control these features through voice commands and gesture recognition, utilizing built-in cameras.
Meta Ray-Ban
These cameras will also be useful for AI environmental sensing, similar to features proposed for AirPods. This would enable Apple’s AI to better contextualize responses.
Kuo mentions that Apple will offer a range of frames and materials, though he hasn’t elaborated on specifics.
The Ray-Ban-style glasses are expected to enter mass production in the second quarter of 2027, with shipment estimates ranging from three to five million units or more that year.
Kuo believes Apple’s launch could boost the market for headsets and smart glasses, although he notes that other brands may introduce their devices sooner.
This timeline suggests a delay compared to earlier expectations. Reports in May indicated these simplified smart glasses might arrive as early as late 2026 or early 2027.
The Real Thing
Kuo also mentions another product, the “XR Glasses,” which aligns more closely with the full-featured concept of smart glasses. Mass production for this model is anticipated to begin in the second half of 2028.
These glasses are expected to feature a Liquid Crystal on Silicon (LCOS) display with a waveguide, allowing for vibrant color displays. Similar to the other model, Kuo notes the use of voice and gesture controls.
Simpler Apple Glass models should arrive first
Kuo emphasizes that AI functionality will be crucial for the success of these glasses.
Apple is reportedly confident in the XR Glasses, with a second variant under development, despite a later production timeline and “lower visibility,” according to Kuo.
Possibly Back from the Dead
Kuo also references a third type of smart glasses called the “Display Accessory.” This model appears to require a connection to another device for processing, suggesting it is a variant of Apple Glass that was previously thought to be shelved.
According to Kuo, this project was not canceled but rather paused in late 2024. Its current status is unclear as it’s under review for possible repositioning in the market, with a relaunch being a viable possibility.
The concept revolves around these glasses acting as tethered displays connected to a Mac or iPhone. They would utilize “birdbath optics” with electrochromic dimming capabilities to deliver images efficiently to the user’s eye.
Kuo explains that the development was paused because it couldn’t compete effectively, noting that the glasses weigh between 120g and 130g compared to rivals that come in under 100g.
Ming-Chi Kuo has a strong track record regarding Apple rumors and forecasts, and his insights today align closely with earlier reports, reinforcing the credibility of his claims.