While the Vision Pro has been lauded as Apple's most ambitious undertaking to date, the company is reportedly discontinuing plans for its next iterations. Instead, Ternus is set on advancing smart glasses, which promise a broader appeal with a more accessible price point.

Kuo's analysis sheds light on this strategic shift, emphasizing that Ternus made the decision some time ago to halt development of a second-generation Vision Pro model and a lighter version of the mixed-reality headset. According to Kuo, Apple’s forthcoming AR/XR model featuring a display has now been delayed to a 2029 release. Meanwhile, a display-less version, aimed at competing with products like Ray-Ban Meta, is still on track for a 2027 launch.

The concept of smart glasses gained momentum following the launch of Google Glass, which showcased their potential for enhancing everyday experiences. In a promotional video, users navigated their day seamlessly, utilizing AR to receive real-time information and directions.

For instance, the glasses displayed subway updates, provided real-time walking directions, and even guided users within a bookstore. Such functionalities demonstrated the transformative power of AR in daily life.

However, Google Glass faced significant challenges, primarily due to premature hype and privacy concerns, leading to its eventual demise in the consumer market. To avoid a repeat of these issues, Apple will need to ensure privacy protocols, such as indicators that inform bystanders when the device is recording.

Pricing was another critical hurdle for Google Glass, which launched at $1,500. Apple’s strategy for its upcoming smart glasses seems more consumer-friendly, with the display-less model expected to cost between $200 and $500. In contrast, the anticipated Augmented Reality/Mixed Reality glasses, equipped with advanced optical displays, could be priced between $700 and over $1,000.