Overview

• Apple is designing specialized chips for smart glasses that will compete with Meta's Ray-Ban glasses, with mass production expected by late 2026 or 2027 and a market launch within two years after.
• The smart glasses chip, based on Apple Watch technology, is optimized for low energy use and managing multiple cameras for features like spatial video and Visual Intelligence capabilities.
• Apple is concurrently developing camera-equipped chips for future AirPods and Apple Watch models, with launches also anticipated around 2027.
• Under Project 'Baltra,' Apple is working on its first dedicated AI server chips to enhance its Apple Intelligence platform, aiming for completion by 2027.
• Apple's silicon roadmap includes next-generation Mac processors, codenamed 'Komodo' (M6), 'Borneo' (M7), and the advanced 'Sotra' chip, to power future devices.