Apple Developing Custom Chips for Smart Glasses and AI Servers

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On Fri, 9 May, 12:04 AM UTC

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Apple is reportedly working on specialized chips for smart glasses, new Macs, and AI servers, signaling a push into wearable tech and advanced AI capabilities.

Apple's Foray into Smart Glasses

Apple is reportedly developing specialized chips for smart glasses, potentially rivaling Meta's Ray-Ban smart glasses 12. The chip, based on Apple Watch processors, is being customized for power efficiency and to control multiple cameras planned for the glasses 1. This development suggests Apple is taking a cautious approach, with mass production expected by late 2026 or 2027 3.

The smart glasses are expected to include cameras, microphones, and integrated AI capabilities 3. While not true augmented reality (AR) glasses, they could offer features such as photo and video capture, voice commands, and AI-assisted environmental scanning 23.

New Mac Chips and AI Servers

Alongside the smart glasses chip, Apple is working on new processors for future Macs and AI servers 4. These include:

  • M6 chips (codenamed "Komodo")
  • M7 processors (codenamed "Borneo")
  • An advanced Mac chip (codenamed "Sotra")

The company is also developing its first processors specifically designed for AI servers as part of the "Baltra" project 4. These chips aim to process Apple Intelligence requests and are expected to be completed by 2027 4.

Apple's AI Ambitions

The development of AI server chips signals Apple's intent to compete in the lucrative AI market 1. These specialized processors will power the Apple Intelligence platform, which offers features such as notification summarization, email rewriting, and access to OpenAI's ChatGPT 14.

Expanding In-House Chip Development

This move further demonstrates Apple's commitment to developing in-house silicon 15. The company has already made significant strides in this area, including the recent revelation of its first custom-designed modem chip for iPhones 1.

Market Implications

Apple's entry into the smart glasses market could pose a significant challenge to Meta's Ray-Ban glasses 12. However, with Meta already working on true AR glasses slated for a 2027 release, competition in this space is likely to intensify 2.

The development of these new chips also indicates Apple's continued push to vertically integrate its hardware and software ecosystems, potentially giving the company greater control over its products' performance and features 5.

Timeline and Future Prospects

While the exact approach for the smart glasses is still being determined, the projected timeline suggests a possible launch around fall 2027 35. This cautious development strategy aligns with Apple's typical approach to entering new product categories.

As Apple continues to invest in custom chip development for various devices, including AirPods and camera-equipped Apple Watches, the company is positioning itself at the forefront of wearable technology and AI integration 45.

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