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Apple Advances Development of Chips for Smart Glasses and AI Ecosystem

The company targets mass production of low-power processors for non-AR smart glasses by 2026-2027 and builds AI server chips to expand its multi-device platform.

Privacy is out, surveillance tech is in.
A stylish person wearing a pair of black Wayfarer Ray-Ban smart glasses in front of a green background
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View of an Apple logo at an Apple store in Paris, France, April 23, 2025. REUTERS/Abdul Saboor/File Photo

Overview

  • Apple is designing a power-efficient chip for smart glasses, based on Apple Watch silicon, to compete with Meta’s Ray-Ban models, with production expected by late 2026 or 2027.
  • The smart glasses will feature multiple cameras and AI capabilities, enabling functions like object recognition, navigation assistance, and voice assistant integration.
  • Apple is also working on camera-equipped AirPods and Apple Watches, with chips codenamed 'Glennie' and 'Nevis,' aiming for readiness around 2027.
  • The company is developing AI server chips under the codename 'Baltra' to enhance the Apple Intelligence platform, with completion targeted for 2027.
  • Next-generation M-series chips, including M6 (Komodo) and M7 (Borneo), are in development for future Macs and iPads, reflecting Apple’s broader AI-driven ecosystem strategy.