In a blog post today, analyst Ming-Chi Kuo detailed his updated roadmap forecast for Apple’s headset and smart glasses markets. According to him, the company has at least seven head-worn devices in development across two product families, one coming in 2025.
According to Kuo:
Apple views head-mounted devices as the next major trend in consumer electronics. The company currently has at least seven projects in development, comprising three Vision series products and four smart glasses variants. Five of these products have confirmed development timelines, while two remain TBD.
Apple Vision Series and Smart Glasses Roadmap (2025–2028): Smart Glasses Set to Drive the Next Wave in Consumer Electronics
Full story: https://t.co/41Moxlj1Ai pic.twitter.com/U2nQhBmEYg — 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 29, 2025
Apple Vision Pro: spec bump in 2025, Vision Air in 2027, 2nd-gen Vision Pro in 2028
M5 Vision Pro: Kuo believes that Apple is prepping an updated M5 Vision Pro version, which is slated to go into mass production during Q3 2025. He said other specs will remain unchanged, and estimates shipments between 150,000-200,000 until the end of 2025.
Apple Vision Air: As for the rumored Vision Air, Kuo says that the cheaper sibling of the original Vision Pro is expected to enter mass production in Q3 2027. He says it will weigh 40% less than the original Vision Pro and use plastic and a magnesium alloy rather than glass and the current titanium alloy. Finally, it will feature a “highest-end” iPhone processor and fewer sensors.
2nd-gen Vision Pro: Kuo claims that a second-generation Vision Pro will feature a new design, a “Mac-class” processor, and will enter mass production in 2H-2028. He claims that it will also be cheaper and significantly lighter than the original version.
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