AI 摘要
郭明錤更新苹果XR头显与智能眼镜路线图,原先版本已失效。目前仅剩两款智能眼镜产品在规划中,主要调整由苹果下任CEO John Ternus批准,取消了Vision Pro产品线,将资源转向更具大众市场潜力的智能眼镜。最新供应链调查显示,配备光学波导显示屏的AR/XR智能眼镜设备推迟至2029年;不带显示屏的AI眼镜(类似Ray-Ban Meta)预计2027年出货。
- The Apple XR headset and smart glasses roadmap I put together about a year ago is no longer a useful reference. For now, only two smart glasses products remain visible in the roadmap.
- The major overhaul was signed off by Apple's next CEO, John Ternus. This shift actually happened a while back. I'm just late updating the chart. I think removing the Vision Pro line was the right call, as Apple shifts resources toward smart glasses with greater mass-market potential.
- My latest supply chain checks suggest Apple's display-equipped AR/XR smart glasses device, powered by optical waveguides, has slipped to 2029. The display-less AI glasses, similar to Ray-Ban Meta, are still expected to ship in 2027.