Overview

• Bloomberg’s Mark Gurman reports that Apple plans a 2026 unveiling with a 2027 release for its first smart glasses, with the initial model lacking an AR screen.
• The device is expected to act as a hands-free iPhone companion for tasks such as answering calls and discreetly taking photos rather than projecting visuals onto lenses.
• Apple has reportedly secured a large share of TSMC’s initial 2nm capacity, targeting efficiency gains of up to about 20% over current 3nm chips to reduce heat and battery bulk.
• An AR display is expected to arrive in a follow-up generation, with the staggered rollout designed to give developers time to prepare apps, similar to the Vision Pro approach.
• The reported strategy emphasizes mass-market wearability as Meta’s Ray-Ban smart glasses advance, with Apple said to have reallocated resources from some headset work to accelerate glasses development.