6 Sources
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Kuo: Apple's Vision Pro Successors Off the Table as Focus Shifts to Smart Glasses
Incoming Apple CEO John Ternus signed off on a major revision of Apple's Vision Pro and smart glasses plans, consolidating Apple's work in the category. According to Apple analyst Ming-Chi Kuo, Ternus nixed plans for a second Vision Pro and a lighter Vision Air. Kuo says there are only two smart
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AppleInsider.com
Apple's head-mounted hardware plans are slowly being cut, reportedly by new CEO John Ternus himself, with Vision Air said to be killed off alongside Display glasses. The Apple Vision Pro was supposed to be the first salvo in a new platform for Apple to dominate. However, Apple has reportedly made
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Apple May Have Just Killed the Vision Pro
The company will reportedly release display-free audio/AI glasses in 2027, followed by AR display glasses in 2029. Pour one out for the Apple Vision Pro. According to industry analyst Ming-Chi Kuo, Apple has scrapped plans to release a new version of its VR/AR headset for the foreseeable future.
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Apple to Scrap Vision Pro Successor and Focus on Smart Glasses | PYMNTS.com
The company has two different versions of smart glasses on its agenda, according to the report. Apple is expected to ship display-less AI glasses in 2027. Kuo described this product as being similar to Ray-Ban Meta sunglasses, the report said. The company is expected to then ship display-equipped
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Kuo suggests Apple smart glasses with display delayed to 2029 By Investing.com
Investing.com - Apple Inc. (NASDAQ:AAPL) has pushed back the launch of its display-equipped AR/XR smart glasses to 2029, according to TF International Securities analyst Ming-Chi Kuo, citing his latest supply chain checks. The device, which will use optical waveguide technology, was previously
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Apple may ditch Vision Pro successors to focus on smart glasses, claims analyst
Gurman says a Vision Pro 2 exists in testing but the headset category is "on ice" at Apple Apple's spatial computing ambitions look very different today than they did a year ago. Analyst Ming-Chi Kuo posted on X this week, saying that the XR roadmap he published in June 2025, which originally
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Incoming Apple CEO John Ternus has overhauled the company's head-mounted hardware roadmap, canceling the Vision Pro 2 and Vision Air to focus exclusively on smart glasses. The shift redirects resources toward AI-powered glasses similar to Meta Ray-Bans launching in 2027, followed by display-equipped AR smart glasses in 2029, marking a dramatic pivot in Apple's wearable future.
Apple has made a dramatic shift in Apple product strategy, scrapping plans for a Vision Pro successor and the lighter Vision Air model to concentrate entirely on smart glasses development. According to analyst Ming-Chi Kuo from TF International Securities, incoming CEO John Ternus signed off on this major overhaul of Apple's revised plans for head-mounted hardware, consolidating what was once a seven-product roadmap down to just two smart glasses products
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. The Vision Air was discontinued in October 2025, while display glasses meant to pair with a Mac were sunset in January 2025, according to Bloomberg's Mark Gurman2
.
Source: PYMNTS
The company is developing AI-powered smart glasses comparable to Meta Ray-Bans, expected to ship in 2027 without displays but packed with AI capabilities for tasks like online searches and translations
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. Following that, display-equipped AR smart glasses using optical waveguide technology won't arrive until 2029 at the earliest5
. Optical waveguides pair a micro-display with waveguides that guide images to users' eyes while keeping lenses transparent, making virtual content appear overlaid on the real world .
Source: AppleInsider
Kuo believes removing the Vision Pro line was the right decision as Apple shifts resources toward smart glasses with greater mass-market product potential
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. The Vision Pro, priced at over $3,500 for the base model, proved too expensive for widespread adoption despite its impressive technology3
. This shift in Apple's strategy mirrors broader VR/AR market trends, with Meta also refocusing efforts on smart glasses after pausing global expansion of Ray-Ban Meta smart glasses due to unprecedented demand in the United States4
.Related Stories
The cancellation raises questions about Apple's commitment to immersive augmented/extended reality experiences. While Gurman claims Apple has a Vision Pro 2 in testing, the category is "on ice," and any cheaper, lighter Vision Pro is unlikely to launch before late 2028 or 2029
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. John Ternus, set to take over as Apple's CEO on September 1, 2026, appears central to these scheduling decisions and possible cancellations2
. Apple stock dropped 2% following the news5
. The devices will reportedly be built around Siri and linked to the iPhone to keep users within the Apple ecosystem4
. With both Apple and Meta pulling resources from flagship VR headsets, the dream of mass adoption for full-immersion virtual reality appears to be returning to niche markets serving early adopters and specialized use cases3
.
Source: Digit
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