Overview

• Apple's silicon team is finalizing a power-efficient chip for smart glasses, based on Apple Watch processors, with mass production expected by late 2026 or early 2027.
• The planned Apple glasses, codenamed N401, will compete with Meta's Ray-Ban AI glasses, offering features like cameras, microphones, and AI-driven functionality.
• Meta is reportedly working on 'super sensing' facial recognition for its next-generation Ray-Ban AI glasses, sparking privacy concerns over bystander consent.
• Meta is also exploring integrating facial recognition into other wearables, such as AI-equipped earphones, as it expands its ecosystem of smart devices.
• Both companies aim to integrate smart glasses into broader AI ecosystems, leveraging cloud services, smartphone connectivity, and complementary wearables.