Overview

• Bloomberg-linked reports indicate an unveiling in 2026 and a consumer launch in 2027 for Apple’s first smart glasses.
• The initial version is reportedly focused on calls, photo capture, audio and voice-driven tasks rather than in-lens visuals.
• Apple is said to have redirected staff and funding from a major Vision Pro refresh to accelerate eyewear that resembles conventional frames.
• Supply-chain reporting suggests Apple has secured a large share of TSMC’s early 2nm capacity, with a Siri/AI upgrade targeted for spring 2026 to power hands-free control.
• Analyst Gene Munster expects Apple to lead the category yet pegs long-term demand at a few hundred million units annually, well short of smartphone scale.