Apple(US:AAPL) Huan Qiu Wang Zi Xun·2025-10-13 07:11Core Insights - Apple's second-generation smart glasses are expected to feature two unique modes that can switch based on the connected device [1][3] - When paired with a Mac, the smart glasses will run the full version of the visionOS operating system, providing a rich and powerful user experience similar to that of a computer [3] - When connected to an iPhone, the interface will switch to a lighter version suitable for mobile use, facilitating quick and convenient operations for daily activities and social interactions [3] Product Features - The first-generation smart glasses will not include an embedded display but will still offer several notable features, such as speakers for high-quality music playback, a camera for capturing photos and videos, and voice control for easier operation [3] - Potential health-related functionalities may also be included to assist users in managing their health [3] Market Position - The design of Apple's smart glasses is expected to give the company a competitive edge in the market, particularly against Meta's Ray-Ban glasses, which already offer an embedded display starting at $799 in the U.S. [3] - The anticipated announcement for the first-generation smart glasses could occur as early as 2026, with a potential market launch in 2027 [3]