Apple may launch more Vision Pro-like headsets than iPhones in next three years
Apple
is developing at least seven head-mounted devices across two product lines, with smart glasses positioned to become the next major consumer electronics trend, according to analyst Ming-Chi Kuo's latest forecast. The company's aggressive timeline spans from 2025 to 2028, with Ray-Ban-style smart glasses expected to lead the charge in 2027.
The company's first consumer smart glasses will enter mass production in Q2 2027, targeting 3-5 million unit shipments in their debut year. These Ray-Ban competitors will feature voice control, gesture recognition, camera capabilities, and AI-powered environmental sensing without display functionality. Kuo predicts Apple's entry will push total smart glasses market shipments beyond 10 million units in 2027, transforming a niche category into mainstream adoption.
Vision Pro to get the M5 upgrade this year
Apple's immediate focus centers on refreshing the Vision Pro with an
M5 processor upgrade
, scheduled for mass production in Q3 2025. Despite maintaining current specifications, the updated headset targets 150,000-200,000 unit shipments through 2025, positioning it as a premium ecosystem development tool rather than mass-market device.
The company plans no new Vision releases in 2026, instead preparing for a significant 2027 launch of Vision Air, a lighter, more affordable alternative weighing 40% less than the original Vision Pro through plastic optics and magnesium alloy construction.
Apple's Ray-Ban Meta glasses rival could come in 2028
Apple's most advanced smart glasses project involves
XR-capable devices
with LCoS displays and waveguide technology, entering mass production in H2 2028. These glasses will offer full-color displays alongside voice and gesture controls, representing the company's premium smart glasses offering.
Kuo notes that Apple is simultaneously developing a second display-equipped model, though specific details remain undisclosed. Additionally, a previously planned "display accessory" for iPhone and Mac connectivity has been paused due to weight challenges but could resume development.
The roadmap positions Apple to leverage its hardware expertise and ecosystem integration advantages while competitors establish early market presence. However, the company's success ultimately depends on advancing AI-powered software capabilities to match its ambitious hardware timeline.
According to Kuo's analysis, Apple views this multi-device strategy as essential for capturing the next wave of consumer electronics innovation.
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