Apple(US:AAPL) Zhi Tong Cai Jing·2025-10-02 00:37Group 1 - Apple has paused its upgrade plans for the Vision Pro headset to focus on developing smart glasses that can compete with Meta Platforms' products [1] - The original plan for Apple was to launch a cheaper and lighter headset, code-named N100, by 2027, but the project staff has been reassigned to accelerate the development of smart glasses [1] - Apple is reportedly developing at least two smart glasses products, one named N50, which will work with the iPhone and will not have a standalone display, with plans to launch it as soon as next year [1] Group 2 - Apple is also working on a smart glasses product with a display that may challenge the recently released Meta Ray-Ban Display, originally set for a 2028 launch but now potentially expedited [1] - The smart glasses from Apple will feature voice interaction and AI capabilities, utilizing an upgraded Siri system expected to launch in March next year [1] - The pricing of Apple's smart glasses is expected to be significantly lower than the starting price of $3,499 for the Vision Pro [1] Group 3 - Meta released the Meta Ray-Ban Display smart glasses on September 30, with a starting price of $799, equipped with the Meta Neural Band [2] - The Meta Ray-Ban Display glasses are AI-driven, allowing users to interact with digital content while fully immersed in the real world [2]