Kuo: Apple's Vision Pro Successors Off the Table as Focus Shifts to Smart Glasses
Key Points:
- Incoming Apple CEO John Ternus has approved a major overhaul of Apple's Vision Pro and smart glasses strategy, consolidating efforts and canceling several planned products.
- Analyst Ming-Chi Kuo reports that Apple has scrapped plans for a second Vision Pro and a lighter Vision Air, now focusing on just two smart glasses: AI smart glasses targeting 2027 and AR glasses with optical waveguides expected no earlier than 2029.
- Bloomberg's Mark Gurman confirms the Vision Air was discontinued in October 2025, the Mac-paired display glasses were canceled in January 2025, and AI smart glasses are anticipated to launch by the end of 2027.
- While Kuo doubts any new Vision Pro models are in development, Gurman claims a Vision Pro 2 is in testing but the category is currently "on ice," with a cheaper, lighter Vision Pro possibly arriving no sooner than late 2028 or 2029.
- John Ternus will become Apple's CEO on September 1, 2026, with Tim Cook transitioning to Executive Chairman.