Apple Vision Series and Smart Glasses Roadmap (2025–2028): Smart Glasses Set to Drive the Next Wave in Consumer Electronics
Apple Vision 系列和智慧眼鏡路線圖（2025-2028 年）：智慧眼鏡將推動消費電子產品的下一波浪潮
創建於 5 小時前 • 更新時間 4 小時前
Research Update and Key Findings:
研究更新和主要發現：
Apple is not expected to launch any new head-mounted devices in 2026, with multiple product releases planned from 2027 onward.
預計 Apple 不會在 2026 年推出任何新的頭戴式設備，並計劃從 2027 年起發佈多款產品。
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 將頭戴式設備視為消費電子產品的下一個主要趨勢。該公司目前至少有 7 個專案正在開發中，包括 3 款 Vision 系列產品和 4 款智慧眼鏡。其中 5 款產品已確認開發時程表，而 2 款仍待定。
Among Apple's head-mounted offerings, Ray-Ban-like smart glasses will likely be the first to achieve significant volume, with projected shipments of 3-5 million units or more in 2027. Apple's entry is expected to push total market shipments for this category beyond 10 million units in 2027, marking a significant emerging trend.
在 Apple 的頭戴式產品中，類似 Ray-Ban 的智慧眼鏡可能會率先實現大量銷量，預計 2027 年的出貨量將達到 3-500 萬台或更多。預計 Apple 的進入將使該類別的市場總出貨量在 2027 年超過 1000 萬台，這標誌著一個重要的新興趨勢。
Apple's competitive advantages in Vision series and smart glasses stem from its robust hardware development capabilities and ecosystem integration. The primary challenge remains the AI-powered operating system and software.
Apple 在 Vision 系列和智慧眼鏡方面的競爭優勢源於其強大的硬體開發能力和生態系統集成。主要挑戰仍然是 AI 驅動的作系統和軟體。
Before Apple launches display-enabled smart glasses, several brands are expected to release similar products to establish early market presence. However, given the ongoing technological and design improvements needed, these products will likely remain niche offerings over the next two years.
在 Apple 推出支援顯示幕的智慧眼鏡之前，預計多個品牌將發佈類似的產品以建立早期市場地位。然而，鑒於需要持續的技術和設計改進，這些產品在未來兩年內可能仍然是小眾產品。
My latest research reveals the following roadmap and key details for Apple's head-mounted products, including Vision series and smart glasses, from 2025-2028:
1. Vision Series (XR headset–type):
(1) Vision Pro M5 Version:
Mass production scheduled for 3Q25, with projected shipments of 150,000-200,000 units in 2025
Processor upgrade from M2 to M5; other specifications remain unchanged
Will continue as a niche product, aimed at maintaining market presence, developing the ecosystem, reducing component inventory, and exploring XR headset applications
(2) Vision Air:
Mass production scheduled for 3Q27
Features all-new form factor, substantially lighter (over 40% weight reduction compared to Vision Pro)
Powered by Apple's latest flagship iPhone processor
Weight reduction achieved through glass-to-plastic replacement, extensive magnesium alloy use (titanium alloy deemed too expensive), and reduced sensor count
Significantly lower price point than Vision Pro
(3) All-New Design Vision Pro 2nd Generation:
Mass production is projected for 2H28.
Features an entirely new design, significantly lighter, and a lower price point.
Will equip with a Mac-grade processor.
2. Smart glasses–type:
(1) Ray-Ban-like:
Mass production scheduled for 2Q27, with projected shipments of 3-5 million units or more in 2027
Multiple frame and temple material options
Voice control and gesture recognition user interface
No display functionality; core features include: audio playback, camera, video recording, and AI environmental sensing
Such devices could potentially replace some TWS and smartphone camera functions
This product category represents the smart glasses segment with highest near-term growth potential; global shipments across all brands expected to exceed 10 million units in 2027
(2) XR Glasses:
Mass production scheduled for 2H28
Voice control and gesture recognition user interface
Display technology: LCoS with waveguide, supporting color display
AI functionality critical to product success
Additional variant in development with later production timeline and lower visibility
(3) Display Accessory:
Originally scheduled for 2Q26 mass production; has been paused since 4Q24
Currently under review for repositioning and specification refinement; project restart possible
Tethered connection to display content from Apple devices (e.g., iPhone)
Display technology: Birdbath optics with electrochromic dimming as an additional key selling point
Development halted due to insufficient competitive advantage (e.g., weight of 120-130g vs. sub-100g competing products)