It’s been just over a year since Apple introduced its first foray into spatial computing with the Vision Pro headset, and already the rumor mill is churning out details of an ambitious product roadmap that stretches well into the end of the decade. Supply chain analyst Ming‑Chi Kuo (and corroborating reports from Bloomberg’s Mark Gurman) suggest that Apple is quietly lining up no fewer than seven new head‑mounted wearables—ranging from next‑generation Vision headsets to sleek, lifestyle‑focused smart glasses—in a bid to capture everything from high‑end VR/AR aficionados to the mainstream audience that helped propel AirPods and the Apple Watch to their market‑leading positions.
According to Kuo, Apple has deliberately paced its XR deployments, electing to skip a major release in 2026 and instead focus on incremental upgrades and foundational R&D. The first stop on this road is an M5‑powered Vision Pro refresh, slated for mass production in Q3 2025. While this “spec bump” won’t reinvent the headset’s design, it will carry a more powerful chip—an in‑house system on a par with the latest Mac silicon—along with modest tweaks to maintain momentum and developer interest. Shipments for this update are projected in the 150,000–200,000‑unit range, underscoring Apple’s continued positioning of Vision Pro as a premium, volume‑limited product.
From there, Apple’s plan is a two‑year quiet period—no new head‑mounted devices hit shelves in 2026—before the company bursts forth with a trio of Vision gear and four variants of smart glasses between 2027 and 2028.
Perhaps the most eagerly awaited of Apple’s next gen is the so‑called Vision Air headset, rumored to arrive in Q3 2027. Unlike the bulky, flagship Vision Pro, Vision Air is said to focus on weight savings (40% lighter than the current model) and cost control. Apple is reportedly swapping out the original’s glass optics for lighter plastics, paring down the number of sensors, and moving to a magnesium‑alloy chassis in place of titanium. Under the hood, the Air model is expected to run on an iPhone‑grade processor—likely one of the A‑series chips—allowing Apple to price it considerably below the Vision Pro’s $3,499 entry tag.
This strategy mirrors Apple’s broader hardware playbook: introduce a cutting‑edge flagship for early adopters, then refine and democratize the tech in a more accessible package. If Apple can nail comfort, battery life, and a compelling price point—say, somewhere between $1,000 and $1,500—it could ignite a mainstream surge in XR adoption.
While headsets are Apple’s showcase devices for spatial computing, smart glasses represent the company’s bid to make augmented reality a part of everyday life. Sources say Apple plans to launch its first Ray‑Ban‑style smart glasses in mid‑2027, without a full display but with a heavy emphasis on audio, camera, and AI features. Think bone‑conduction or speaker‑based audio, on‑frame cameras capable of 1080p or higher video capture, voice commands via Siri, and gesture controls—perhaps leveraging Apple’s U1 chip for precise spatial tracking.
Crucially, Kuo reports these glasses will include “AI environmental sensing,” hinting at context‑aware features like object recognition, live translations, or real‑time fitness tracking. Bloomberg’s Gurman has noted Apple wants to outshine Meta’s Ray‑Ban collaboration by touting “better build quality” and deeper integration with iOS and the wider ecosystem.
Analysts estimate Apple could ship 3–5 million units of these audio‑first glasses in their first year, a volume that would position Apple alongside (or even ahead of) Meta and Snap in the smart‑spectacles race.
Looking further down the line, Apple’s pipeline includes two display‑equipped wearables: a pair of XR glasses entering mass production in H2 2028, and a fully redesigned, second‑generation Vision Pro headset also landing that year. The XR glasses are expected to incorporate waveguide optics and a full‑color micro‑LED or OLED panel directly in the lenses—bringing true heads‑up AR overlays to a form factor resembling conventional eyewear.
Meanwhile, Vision Pro 2 is rumored to sport an all‑new chassis, a “Mac‑grade” processor (possibly the M6), improved battery tech, and a lower price tag—though exact positioning remains unclear. Kuo believes these advances could make Vision Pro 2 Apple’s first truly high‑volume XR headset, especially if paired with the more affordable Vision Air and smart glasses lineup.
Among the more intriguing items on Kuo’s list is a tethered display accessory—essentially a lightweight AR “window” that connects to an iPhone or Mac for edge‑computing power. Originally slated for 2026, this device was reportedly shelved due to a “lack of competitive advantage,” with its weight (120–130g) falling short of lighter rivals under 100g. While development isn’t abandoned outright, Apple has shifted focus toward the standalone headsets and glasses that better leverage its custom silicon and ecosystem synergies.
Apple’s XR roadmap arrives at a time of heightened competition. Meta has doubled down on both high‑end headsets (Quest Pro) and lifestyle glasses (Ray‑Ban Stories), while Google and Samsung quietly work on their own AR spectacles. Yet Apple’s strengths—tight hardware‑software integration, a massive installed base of developers, and best‑in‑class supply‑chain execution—could tilt the scales in its favor.
The big question remains: will consumers embrace XR the same way they did smartphones and wearables? For now, Apple appears content to build a layered approach:
- Vision Pro refresh (M5 chip, late 2025) – Showcase.
- Vision Air (2027) – Early mainstream.
- Audio‑first smart glasses (2027) – Lifestyle play.
- XR glasses & Vision Pro 2 (2028) – Mass‑market AR/VR.
If Apple can hit each milestone with compelling use cases, battery life, and comfort, it may well define the next era of personal computing—just as the iPhone did in 2007. And after all, as Kuo reminds us, Apple is playing the long game: laying the groundwork today for products that could feel as indispensable tomorrow as the iPhone once did.
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