Apple(US:AAPL) Huan Qiu Wang Zi Xun·2025-10-03 03:51Core Insights - Apple is accelerating the development of smart glasses to compete with Meta's Ray-Ban series, even pausing some work on the next-generation Vision Pro to prioritize the glasses' market launch [1]. Group 1: Product Positioning - The smart glasses will initially be positioned as a fashion accessory, similar to the first-generation Apple Watch, offering various frame and arm material options for personalized aesthetics [4]. - Despite the need to accommodate a battery, chips, and multiple cameras, the final thickness of the glasses remains unclear, but Apple plans to offer different colors, sizes, and shapes [4]. Group 2: Role of Siri - Siri will play a central role in the glasses, relying on voice control, with a more intelligent version set to launch in Spring 2026, based on large language models [5]. - Users will be able to interact with Siri for various tasks, including providing feedback on surroundings, searching for information, translating languages, and more, aiming to match Meta's AI capabilities [5]. Group 3: Expected Features - The first-generation glasses will not have a display like Meta's latest models but will feature AI capabilities, cameras, and audio functions comparable to Meta's basic Ray-Ban glasses [6]. - Rumored functionalities include taking photos, recording videos, playing audio, providing navigation, answering questions, and identifying objects in the environment [6][7]. Group 4: Dependency on iPhone - The glasses will use a custom Apple chip based on the Apple Watch chip but will not operate independently, requiring an iPhone for full functionality, which may help extend battery life [7]. Group 5: Launch Timeline - Apple is pushing for a potential showcase of the smart glasses by the end of 2026, with a possible market launch in early 2027, although pricing details remain unconfirmed [7].