Renowned Apple analyst Ming-Chi Kuo has recently released new supply chain findings, significantly revising the roadmap for Apple's head-mounted products. It is reported that John Ternus, set to become Apple's next CEO, has approved a major strategic shift, canceling the development of follow-up Vision Pro products and concentrating resources on smart glasses with greater mass-market potential.

According to the updated roadmap shared by Kuo, only two smart glasses products are currently in active development. Among them, the AR/XR smart glasses featuring optical waveguide displays have been postponed until 2029 for release; meanwhile, the AI glasses without displays, similar to Ray-Ban Meta, are still scheduled to ship in 2027.

Kuo stated on social media that the Apple XR headset and smart glasses roadmap he compiled about a year ago "is no longer a valid reference." He pointed out that removing the Vision Pro series is the correct decision, and Apple should shift resources to the smart glasses domain, which holds broader consumer appeal. This strategic pivot has, in fact, been underway for some time, with Kuo only recently updating the product chart.

It is understood that Ternus, who currently oversees the Vision Products Group responsible for developing visual products, has been directly leading this team for the past two years. This significant reduction in the roadmap means several previously planned follow-up Vision Pro models, including a lighter and more affordable "Vision Air," have been canceled.

Bloomberg journalist Mark Gurman previously reported that Apple's smart glasses project has been delayed from an initial target of late 2026 to late 2027 due to development challenges. The first product is expected to feature multiple frame designs, incorporate oval-shaped cameras, and focus on practical functions like hands-free Siri interaction, calls, music playback, navigation, and real-time translation. It is anticipated to be priced between $200 and $500, making it far more accessible than the $3,499 Vision Pro.

Industry analysis suggests that with Meta's Ray-Ban smart glasses having sold approximately 2 million units, Apple's strategic adjustment aims to accelerate its efforts to catch up with the competition. As Ternus is set to officially assume the CEO role on September 1, 2026, smart glasses are poised to become a key focus area for his leadership.