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On Fri, 9 May, 12:04 AM UTC
17 Sources
[1]
Apple is developing specialized chips for smart glasses and AI servers, Bloomberg News reports
May 8 (Reuters) - Apple (AAPL.O), opens new tab is developing specialized chips that will power future devices including its first smart glasses, artificial intelligence servers and new MacBooks, Bloomberg News reported on Thursday. The iPhone-maker has made progress on the chip that it's developing for smart glasses, the report said, citing people with knowledge of the matter. This indicates that Apple is doubling-down to compete with the popular Ray-Ban glasses offered by Meta Platforms (META.O), opens new tab. Apple did not immediately respond to a Reuters request for comment. Other processors in development will serve as the brains of future Macs as well as AI servers that can power the Apple Intelligence platform, according to the report. In a bid to compete in the lucrative AI market, Apple has made efforts to add on-device AI features to its latest line of iPhones with Apple Intelligence -- a suite that helps summarize notifications, rewrite emails and give users access to OpenAI's ChatGPT, among other features. The company has already made strides in the development of in-house silicon and, in February, revealed its first custom-designed modem chip that connects iPhones to wireless data networks. The processor for its glasses is based on chips used in the Apple Watch that require less energy than components in products like the iPhone, iPad and Mac, the report stated. The chip, which could enter mass production by the end of next year or in 2027, has been customized for power efficiency and to control the multiple cameras that are planned for the glasses, Bloomberg reported. The chip will be manufactured by Taiwan's TSMC (2330.TW), opens new tab and the glasses -- if successful -- are likely to come to market in roughly the next two years, the report added. Apple is also working on several new Mac chips, including processors that will likely be known as the M6 and M7, according to the report. Reporting by Arsheeya Bajwa in Bengaluru; Editing by Alan Barona Our Standards: The Thomson Reuters Trust Principles., opens new tab Suggested Topics:Artificial Intelligence
[2]
Apple's smart glasses project may use the same chips from the Watch
Apple is developing a chip for smart glasses, according to Bloomberg's Mark Gurman, and it's based on the chip used for the Apple Watch. The company's silicon group has reportedly removed some components from the chip used for the Watch to improve its power efficiency. In addition, the group has been working to give it the ability to control multiple cameras that the glasses would need to be able to function. Gurman previously reported that the company has set aside plans for Mac-tethered augmented reality glasses but that it still intends to release standalone AR glasses in the future. These glasses won't be true AR glasses, however, and would be more of a direct competitor to Meta's Ray-Bans The company is taking a slower, more cautious approach in developing the standalone glasses, so it could take some time before they're released. Gurman says Apple is looking to start mass producing the chips for the product sometime in 2027, so the company is expecting its development to take two more years at the very least. Based on that timeline, Meta will likely be able to release its first true pair of augmented reality glasses first: The company is already working on one and is hoping to launch it in 2027. If the device is going to be a true competitor to Meta's Ray-Ban spectacles, then it will be able to capture photos and videos, will have speakers or earphones and will be able perform tasks with voice commands. Apple's glasses will reportedly be using cameras to scan its environment and will assist wearers with the help of artificial intelligence. So yes, it will be similar to Meta Ray-Bans, but Bloomberg says Apple is still figuring out its exact approach for the product. Aside from the chip for its smart glasses, Apple is also reportedly working on chips for use in other devices, including a range of more powerful Macs and AI servers.
[3]
Apple Designing Chips for Smart Glasses That Rival Meta Ray-Bans
Apple is working on new chips that are destined for smart glasses that would compete with Meta's Ray-Bans, reports Bloomberg. The chip is in development now, with Apple targeting mass production in 2026 or 2027 for a launch in the next two years or so. The Meta Ray-Ban smart glasses do not have augmented reality capabilities, but are equipped with a camera and AI functionality. Apple has been considering a competitor for at least a year, and has apparently decided to move forward with development. Apple's smart glasses will include cameras, microphones, and integrated AI, much like the Ray-Bans from Meta, and they would presumably have similar functions like snapping photos, recording video, and offering translation options. Apple could also integrate a Visual Intelligence-like feature for scanning the environment and describing objects, looking up information about products, and providing directions. The glasses will have multiple cameras included, so they could also potentially record spatial video. The chip that Apple is designing for the smart glasses is based on chips that are used in the Apple Watch. These SoCs use less energy than the chips in devices like the iPhone, and Apple has already optimized it to improve power efficiency. While Apple is designing the Ray-Ban like glasses to compete with Meta, it is still working on augmented reality glasses, but that product will not be ready for some time.
[4]
Apple Working on Chips for New Macs and AI Servers
Apple's chip team is working on new processors for more powerful Macs and future artificial intelligence features that will power Apple Intelligence, reports Bloomberg. Chips codenamed "Komodo" will likely be M6 chips that will follow this year's M5 chips, while chips codenamed "Borneo" will be Apple's future M7 processors. Another more advanced Mac chip that will debut in the future is codenamed "Sotra." Apple is designing chips that will be used for AI servers as well, and they are Apple's first processors made specifically for that purpose. The server chips will process Apple Intelligence requests and will be used in Apple servers, serving the same purpose as the high-end Mac chips that Apple uses for servers now now. The server chips that Apple is working on are part of its "Baltra" project, and the chips are expected to be finished by 2027. Apple is working on multiple types of chips, including those with double, quadruple, and eight times the number of CPUs and GPUs as the current M3 Ultra. Apple is also developing specialized chips that will be used in future smart glasses that will rival the Meta Ray-Bans, as well as chips for AirPods and Apple Watch models equipped with cameras. Those products could launch as soon as 2027.
[5]
Forget the Vision Pro: Apple is reportedly going all in on smart glasses with custom chips
Amid reports that Apple CEO Tim Cook is "obsessed" with developing a pair of Apple Glasses, the rumor mill has been rife with claims that Apple's version of smart glasses would feature Apple Intelligence. More grist for that rumor emerged today (May 8) when Bloomberg's Mark Gurman reported that the Cupertino company is develop new chips to power future smart glasses, Macs and AI servers. What's more, the chip meant for Apple Glasses is apparently well on the way. Since Apple ditched Intel for its own homegrown processors, more and more internal components have been developed in house. Most recently, Apple replaced Broadcom modems with its own C1 modems in the iPhone 16e. The alleged glasses SoC is based on the S chip used in the Apple Watch, which requires less energy than the A and M processors used in iPhones and Macs, respectively. Gurman claims this new chip has been customized to be more power efficient while also controlling multiple cameras that the glasses would feature. While AR has made strides especially with options like the Xreal One and Spacetop glasses, Apple is apparently pursuing the Meta strategy of non-AR glasses. The Apple version would use cameras to scan the world and AI to assist you. That said, Gurman asserts that Apple hasn't settled on an approach yet. For those interested in a set of Apple Glasses, you'll be waiting awhile. The chips might not go into production until late 2026 or 2027, meaning the earliest we could see them in a pair of glasses is maybe fall 2027. According to Gurman, the other chips in development will power future Macs as well as AI servers that will be used to run Apple Intelligence. These new chips include the M6 and M7 as wells an advanced Mac chip code-named Sutra. The AI chips would be exclusively made for AI servers to improve Apple Intelligence. Currently, the company reportedly uses M2 Ultra chips to power its AI servers.
[6]
Apple will reportedly take on Ray-Ban Meta glasses in 2027
The company is also reportedly still working on a more advanced pair Apple's been rumored to be working on smart glasses for what feels like forever, and it makes sense considering that this wearable gadget would be lighter than the Apple Vision Pro with a slimmer all-around design and, hopefully, lighter on the wallet as well. A new report from Bloomberg's Mark Gurman details that the Cupertino-based tech giant is making progress on a chip that will power "its first smart glasses." The report notes that 'progress has been made' on the chip, which means that internal work on the smart glasses is ramping up and that production on the processor is set to start by the end of 2027. Now, dates can move and change, but that would put these smart glasses on the road for release in about two years. These aren't the full-fledged AR glasses that have long been rumored, though; rather, the report says these smart glasses "would compete with the popular Ray-Ban spectacles" from Meta. The Meta Ray-Bans are a hit for the company, landing in a similar build to classic glasses. They allow one to take photos or videos without taking a phone out and offer easy access to the Meta AI assistant. Apple's exact feature set for these smart glasses that wouldn't overlay the world around you isn't set as of yet, though. According to the report, "Apple is currently exploring non-AR glasses that use cameras to scan the surrounding environment and rely on AI to assist users." This sounds pretty similar to what Meta Ray-Ban offers and also to Visual Intelligence on the iPhone 16 lineup - and iPhone 15 Pro and 15 Pro Max - which uses Google or ChatGPT to identify what's in the scene. Hopefully, by 2027, though, Apple Intelligence will be more widely rolled out, with AI-powered Siri in the hands of plenty of consumers on the iPhone, iPad, and Mac. Seeing that this reported chip is modeled after the Apple Watch's SoC, it's likely that these smart glasses would pair with another device like an iPhone, probably in a process similar to setting up an Apple Watch or AirPods. However, Apple isn't just switching to focusing on building smart glasses without AR. The report notes that this new model and the previously rumored one are in development, and that Tim Cook really wants to beat Meta in the world of smart glasses. Offering more than one model when the time comes for a release would be an easy way to attract more consumers, especially if it lowers the entry price. Even so, we're far out on Apple's rumored smart glasses, as two years puts them at the earliest of 2027, but I'd bet we'll see plenty more rumors and reports in the lead up to that. In the more immediate future, though, Apple's World Wide Developers Conference will kick off on June 9, 2025, and the company should share more about its next-generation platforms and Apple Intelligence at large. Who knows, we might even get a more substantial update for the Vision Pro, which could hint at future glasses.
[7]
Apple is working on a chip for smart glasses, report claims
Apple is working on two types of smart glasses, and we might see at least one of them in 2027. Credit: Bloomberg / Getty Images Apple is working on a bunch of specialized chips, and it shows how serious the company is about AI. It also indicates that Apple hasn't given up on its own version of smart glasses. According to a new Bloomberg report, Apple is developing chips for wearable devices, including its first-ever smart glasses. We're not talking about the company's Vision Pro mixed reality headset, but something akin to Ray-Ban's Meta smart glasses, which wear like normal glasses but are equipped with speakers, cameras, and some basic AI capabilities. This particular chip is based on the processor used in the Apple Watch, only it's been customized to make it even more power efficient. It will also be able to control the "multiple cameras" that Apple plans to build into its smart glasses. The chip should be ready for mass production by the end of 2026 or sometime in 2027, meaning that's roughly when Apple could launch the smart glasses. Apple is reportedly working on two different versions of the smart glasses, one simpler, lightweight, and similar to the Ray-Ban Metas, and the other having AR capabilities. Apple is also working on several new chips for Macs, including the ones that will likely launch under the names M6 and M7. There's also a "more advanced" Mac chip being developed, but for that one we know nothing besides the codename: Sotra. Finally, Apple is working on specialized chips for AI servers, coming in 2027. These servers will be the ones remotely processing Apple Intelligence requests from customers -- right now, according to the report, Apple uses its high-end Macs chips for that purpose, such as the M2 Ultra. Ultimately, this means the AI requests would be completed faster, and would open up the path for more powerful AI capabilities down the road.
[8]
Apple Working on New 'Specialised' Chips: Report
These chips will be integrated into the company's upcoming wearable smart glasses and AI servers. Apple is working on new chips for its upcoming smart wearable glasses, 'more powerful' Macs, and AI servers, according to a Bloomberg report. This indicates progress from the company to compete with Meta's Ray-Ban smart wearable glasses. The Cupertino tech giant is likely to begin mass production of these chips by the end of next year, or in 2027. The report further indicates that the processor designated for these glasses is derived from those used in the Apple Watch, necessitating less energy compared to those found in the iPhone, iPad, and Mac. Furthermore, the AI server chips will be designed to process tasks related to Apple Intelligence, which will then be sent to the users' devices. This signifies yet another attempt to improve Apple Intelligence, which has been subjected to significant criticism over the last few months. Eddy Cue, Apple's senior VP of services, revealed that the company plans to integrate AI search in Safari, powered by either Perplexity, Google or OpenAI. Sundar Pichai also revealed that Google is planning to strike a deal with Apple to integrate Gemini into Apple Intelligence this year. CEO Tim Cook, in an interaction with Pichai, said that 'more third-party AI models' would ship to Apple Intelligence this year. This will add to the company's efforts to build powerful, in-house hardware systems, building on the success of the Arm architecture M series chips released a few years ago, which were hailed for exceptional performance and power efficiency. The company recently unveiled its first 'custom-designed' modem chip, as a part of the C1 subsystem integrated in the iPhone 16e. The move is set to reduce the company's reliance on Qualcomm. Recent reports also claimed that Apple plans to integrate cameras into Apple Watch and AirPods. The cameras would help the devices visually observe the user's environment and use AI to deliver appropriate information.
[9]
Apple is developing specialised chips for glasses, Macs, AI servers
Gift 5 articles to anyone you choose each month when you subscribe. Apple's silicon design group is working on new chips that will serve as the brains for future devices, including its first smart glasses, more powerful Macs and artificial intelligence servers. The company has made progress on the chip that it's developing for smart glasses, according to people with knowledge of the matter. The move indicates that Apple is ramping up work on such a device, which would compete with the popular Ray-Ban spectacles offered by Meta Platforms.
[10]
Apple makes progress toward its first pair of smart glasses: Report
Apple is reportedly planning to take on Meta with rival smart glasses powered by a new line of microchips. Apple is reportedly working on its own microchips across multiple product categories, including smart glasses and artificial intelligence -- a hint at what's next for the massive Silicon Valley-based tech giant. A May 8 report from Bloomberg, citing people familiar with the matter, said the company is working on new processors to power its future devices, including its first smart glasses to rival Meta's Ray-Bans, more powerful Macs, and artificial intelligence servers. The smart glasses -- a first for Apple -- would rely on a specialized chip codenamed N401. The processor is based on Apple Watch chips but is further optimized for power efficiency and designed to control multiple cameras planned for the glasses, the sources said. Apple's smart glasses will initially be non-augmented reality versions that will include cameras, microphones and integrated AI, much like rival offerings from Meta. They would presumably have similar functions like snapping photos, recording video and offering translation options, the report added. The product may also integrate a visual intelligence feature for scanning the environment and describing objects, looking up information about products and providing directions. Mass production targeted for late 2026 or 2027, suggesting a product launch within approximately two years, they added. The Bloomberg sources added that other semiconductors were also developing chips to power future Macs and AI servers that can power the firm's "Apple Intelligence" platform. Related: Apple softens crypto-related app rules, 'hugely bullish' for crypto industry Meanwhile, MacRumors reported that chips codenamed "Komodo" will likely be M6 chips that will follow this year's M5 chips, while chips codenamed "Borneo" will be Apple's future M7 processors with another more advanced chip that will debut in the future codenamed "Sotra." Apple is also working on its first dedicated AI server chips in a project codenamed "Baltra" to power its Apple Intelligence platform, according to Bloomberg. The firm's Baltra chips could have up to eight times the processing and graphics cores of the current M3 Ultra chips, the report added. Apple has targeted completion by 2027 to make its AI services faster and more competitive. In late April, it was reported that Chinese tech giant Huawei has developed a powerful AI chip that could rival high-end processors from US chip maker Nvidia.
[11]
Apple develops new chips for AI smart glasses and Macs
Apple is reportedly developing new chips to drive smart glasses similar to Meta's Ray-Ban Meta, as well as more powerful Macs and AI servers. Bloomberg's Mark Gurman notes that one of the chips is inspired by the Apple Watch's low-power processors. Apple aims to put these chips into mass production with TSMC by the end of next year or 2027, according to the report. Glasses are a significant focus for Apple. Bloomberg has previously reported that Apple CEO Tim Cook is determined to beat Meta in the glasses market, where Meta has seen success in recent years. Since 2023, Meta has sold around 2 million pairs of Ray-Ban Metas. Apple is currently exploring non-AR glasses that use cameras to scan the surrounding environment and rely on AI to assist users. One of the processors under development will be able to control these cameras and other components without draining too much battery, per the report.
[12]
Apple Is Developing Specialized Chips for Smart Glasses and AI Servers, Bloomberg News Reports
(Reuters) -Apple is developing specialized chips that will power future devices including its first smart glasses, artificial intelligence servers and new MacBooks, Bloomberg News reported on Thursday. The iPhone-maker has made progress on the chip that it's developing for smart glasses, the report said, citing people with knowledge of the matter. This indicates that Apple is doubling-down to compete with the popular Ray-Ban glasses offered by Meta Platforms. Apple did not immediately respond to a Reuters request for comment. Other processors in development will serve as the brains of future Macs as well as AI servers that can power the Apple Intelligence platform, according to the report. In a bid to compete in the lucrative AI market, Apple has made efforts to add on-device AI features to its latest line of iPhones with Apple Intelligence -- a suite that helps summarize notifications, rewrite emails and give users access to OpenAI's ChatGPT, among other features. The company has already made strides in the development of in-house silicon and, in February, revealed its first custom-designed modem chip that connects iPhones to wireless data networks. The processor for its glasses is based on chips used in the Apple Watch that require less energy than components in products like the iPhone, iPad and Mac, the report stated. The chip, which could enter mass production by the end of next year or in 2027, has been customized for power efficiency and to control the multiple cameras that are planned for the glasses, Bloomberg reported. The chip will be manufactured by Taiwan's TSMC and the glasses -- if successful -- are likely to come to market in roughly the next two years, the report added. Apple is also working on several new Mac chips, including processors that will likely be known as the M6 and M7, according to the report. (Reporting by Arsheeya Bajwa in Bengaluru; Editing by Alan Barona)
[13]
Apple Is Reportedly Working a Ray-Ban Meta Smart Glasses Competitor
Apple's smart glasses could compete with the Ray-Ban Meta AI glasses Apple is working on a chip that could arrive on the company's first smart glasses, according to a report. The iPhone maker is said to be developing a pair of smart glasses that offers support for augmented reality (AR) content, but it could also be working on a pair of spectacles equipped with a camera and microphones, similar to the Ray-Ban Meta AI glasses. Apple's wearable could be launched within the next couple of years, and it will reportedly be equipped by a power efficient in-house chip that is still in development. According to a Bloomberg report citing people aware of the company's plans, Apple's silicon design group is developing a chip that could arrive on a pair of smart glasses that competes with the smart glasses offered by Meta. Launched in 2023, the Ray-Ban Meta AI glasses allow users to record videos and capture images, while also offering access to Meta AI. Apple is said to be developing a dedicated chip for the smart glasses, which is based on the System in Package (SiP) used on the Apple Watch. The company reportedly stripped away additional components from the chip, which already offers more power efficiency than its other Apple Silicon chips. Both of Apple's smart glasses (including the one with real AR capabilities) that are in development are codenamed N401, according to the report, and the competitor to the Ray-Ban Meta AI glasses could launch within two years. Apple supplier TSMC is said to be expected to begin production of the dedicated chip by 2027. However, Apple might face multiple challenges in launching a pair of smart glasses to compete with Meta's offerings. The Facebook parent firm already has a head start on Apple and plans to launch even more advanced wearables -- including a pair of true AR glasses -- by 2027. The Ray-Ban Meta AI glasses also offer access to the company's Meta AI platform with support for text translation, setting reminders and more. Meanwhile, Apple has yet to announce dedicated AI features designed for wearables. In order to deliver improved battery efficiency, AI processing could be performed on a linked smartphone. A recent report suggests that Meta is looking to equip its smart glasses with a new capability. The company is said to have recently discussed adding facial recognition using the camera on its smart glasses to identify users by name. This could pose a risk to people around those wearing a pair of Meta's smart glasses, as they would have no way to opt out of the service.
[14]
Apple is developing specialised chips for smart glasses and AI servers: Bloomberg report
Apple is developing specialised chips that will power future devices including its first smart glasses, artificial intelligence servers and new MacBooks, Bloomberg News reported on Thursday. The iPhone-maker has made progress on the chip that it's developing for smart glasses, the report said, citing people with knowledge of the matter. This indicates that Apple is doubling-down to compete with the popular Ray-Ban glasses offered by Meta Platforms. Apple did not immediately respond to a Reuters request for comment. Other processors in development will serve as the brains of future Macs as well as AI servers that can power the Apple Intelligence platform, according to the report. In a bid to compete in the lucrative AI market, Apple has made efforts to add on-device AI features to its latest line of iPhones with Apple Intelligence - a suite that helps summarize notifications, rewrite emails and give users access to OpenAI's ChatGPT, among other features. The company has already made strides in the development of in-house silicon and, in February, revealed its first custom-designed modem chip that connects iPhones to wireless data networks. The processor for its glasses is based on chips used in the Apple Watch that require less energy than components in products like the iPhone, iPad and Mac, the report stated. The chip, which could enter mass production by the end of next year or in 2027, has been customized for power efficiency and to control the multiple cameras that are planned for the glasses, Bloomberg reported. The chip will be manufactured by Taiwan's TSMC and the glasses - if successful - are likely to come to market in roughly the next two years, the report added. Apple is also working on several new Mac chips, including processors that will likely be known as the M6 and M7, according to the report.
[15]
Apple's Smart Glass Ambitions Take Shape with New Chip in the Works
The company is expected to start production of this chipset by the start of 2027, hinting at a potential release some time in the next two years. Ever since they released their Vision Pro, Apple has been working on ways to offer AR and VR experience to more users. With two upcoming Vision Pro models already in the works, it appears that Apple now wants a piece of Meta's smart glass market and it's already developing a new chip that will power these glasses. According to Bloomberg's Mark Gurman, Apple is making progress on the chip that's going to be power its potential smart glasses. It will be based on the company's Apple Watch processors, since it'll primarily use less energy. To make it more power efficient, Apple has removed some parts of the chips. The report points that Apple's smart glasses chip is designed to "control multiple cameras". These cameras will "scan the surrounding environment" and "assist users" using AI. Mass production of this smart glasses chip could commence by the end of 2026 or by the start of 2027. The company will likely rely on their long-term partner, TSMC for the production of this chip. So, if everything goes as planned, we may see Apple's version of smart glasses within two years. Besides this, Apple is also developing smart glasses that use augmented reality. This will be similar to Meta's Orion glasses that the latter revealed last year. Seeing Meta's success with their non-AR smart glasses, Apple looks all set to enter the smart glasses market while working on AR glasses in parallel. Smart glasses aren't the only thing in the works. The Cupertino company is betting on adding cameras to AirPods and watches, and on developing chips for both products. Beyond that, Apple is working on SoCs for other products. These include the M6 (Komodo), M7 (Borneo), and Sotra chips for the Mac. And then, there's the M5 chip for Pro models of iPad and MacBook. What do you think Apple's smart glasses will be like? Do you think they'll be able to compete with Meta's Ray Ban glasses? Let us know in the comments.
[16]
Apple developing custom chips for smart glasses and AI servers: Report
Apple is reportedly developing specialized chips for smart glasses and AI servers, according to Bloomberg's Mark Gurman. The company's silicon design team is also working on processors for future Macs, aiming to support a wider range of upcoming devices. Sources familiar with the matter, who spoke anonymously due to the private nature of the plans, said the tech giant is making progress on a dedicated chip for smart glasses. This suggests a ramp-up in efforts to create a product that could rival Meta Platforms Inc.'s Ray-Ban smart eyewear. Mass production of the chip is expected to begin between late 2026 and 2027, the report noted, with the smart glasses potentially launching within two years. Taiwan Semiconductor Manufacturing Co. will handle chip production, continuing its long-standing role in fabricating the company's key silicon components. The report added that the company is also working on processors for AI servers that will support its Apple Intelligence platform. These chips, part of an internal initiative known as Baltra, are targeted for completion by 2027. Unlike the M2 Ultra used in high-end Macs for AI workloads, the new chips are being custom-built for server-side processing. It is considering architectures with significantly higher capabilities, possibly featuring two, four, or even eight times the CPU and GPU cores found in the M3 Ultra. The Information noted that Broadcom Inc. is collaborating on this effort. In the Mac segment, the company is preparing multiple processors, including the M6 (codenamed Komodo) and M7 (internally referred to as Borneo). Another high-end chip, Sotra, is also in development. Meanwhile, the M5 processor is expected to be integrated into upcoming iPad Pro and MacBook Pro models, with availability anticipated by the end of 2025.
[17]
Apple reportedly working on new chips for smart glasses, Macs and AI servers: What we know
AI server chips are expected to enhance Apple Intelligence performance, targeting a 2027 release. Apple is reportedly working on a new processor lineup that will power upcoming products such as smart glasses, Macs, and artificial intelligence servers. According to Bloomberg's Mark Gurman, citing insiders, the company's silicon team is making progress, with chips in development that could power future devices. According to the report, the tech giant is developing a specialised chipset for its highly anticipated smart glasses, which will compete with Meta Ray-Ban smart glasses. He went on to say that the processor, which is based on the Apple Watch chip's energy-efficient architecture, is being customised to deliver low power consumption while maintaining performance. It will be able to control multiple cameras designed for smart glasses, allowing it to capture real-world views and interact with apps. Also read: GTA 6 trailer 2 is out: From new characters to map, here is what you can expect The chip's mass production is expected to begin by the end of 2026 or early 2027, according to the report. Taiwan Semiconductor Manufacturing Co. (TSMC) would handle production. Aside from wearables, the company is developing next-generation processors for its Mac lineup, such as the M6 (Komodo) and M7 (Borneo). According to the report, the company is also developing a more advanced Mac chip, possibly known as Sotra. Furthermore, the company is looking into AI server chips. It will be intended to improve the performance of Apple Intelligence, which is currently under fire for a staggered rollout. These chips are said to provide better performance than the M3 Ultra. Regarding the timeline, the report stated that it could be completed by 2027. Meanwhile, Apple is reportedly considering incorporating cameras into its wearable products, such as AirPods and Apple Watch. These new products will be powered by new chips, which are expected to be released by 2027. However, the exact confirmation for the devices is unknown.
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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 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.
Alongside the smart glasses chip, Apple is working on new processors for future Macs and AI servers 4. These include:
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.
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.
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.
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.
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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Apple is reportedly developing AI-powered smart glasses, codenamed N50, integrating Apple Intelligence to analyze surroundings and provide information to wearers. This move puts Apple in direct competition with Meta's successful Ray-Ban smart glasses.
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Apple is developing M6 and M7 chips for future devices and a powerful AI server processor, signaling a strong push into AI technology to enhance Apple Intelligence and compete with leading AI companies.
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Apple is developing a range of new AR/VR products, including a cheaper Vision headset, smart glasses to rival Meta, and AirPods with cameras, as part of its long-term strategy in the mixed reality market.
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6 Sources
Apple is reportedly developing a custom AI server chip codenamed 'Baltra' in partnership with Broadcom, aiming to bolster its cloud-based AI processing capabilities. The chip is expected to enter production by 2026, potentially leveraging advanced packaging technologies.
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18 Sources
Apple is reportedly developing new versions of its Vision Pro headset and working on smart glasses to compete with Meta, as CEO Tim Cook prioritizes AR technology.
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5 Sources
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