Overview

• Analyst Ming-Chi Kuo forecasts mass production of an M5-powered Vision Pro in Q3 2025 with 150,000–200,000 units expected in its first year.
• Kuo’s roadmap indicates Apple’s first display-free smart glasses could enter production in Q2 2027, with shipments estimated at 3–5 million units featuring voice and gesture controls plus AI sensing.
• The Vision Air headset, predicted to use an iPhone-class processor and weigh 40% less than Vision Pro, is slated for mass production in Q3 2027 to offer a lower-cost alternative.
• Two advanced XR models—a second-generation Vision Pro with a “Mac-class” chip and XR glasses using LCoS waveguide displays—are projected for production in the second half of 2028.
• Development of a cable-tethered display accessory, originally planned for Q2 2026, is reported to be paused over weight and competitive concerns, leaving two device timelines unconfirmed.