Apple(US:AAPL) Benzinga·2025-12-22 02:31Core Viewpoint - Apple Inc. is set to expand its artificial intelligence strategy by launching AI-powered wearable devices, including smart glasses and AirPods, expected to debut in 2026 [1][2]. Group 1: AI Wearable Products - Apple plans to introduce two new AI-driven wearable products: smart glasses and AI-powered AirPods, as early as 2026 [2]. - The smart glasses will have at least two versions, with the first model relying on an iPhone connection and lacking a built-in display, while a more advanced model with an integrated display is anticipated for release between 2027 and 2028 [3][4]. - The AI-powered AirPods are expected to feature an infrared camera for AI-driven functions, enhancing gesture-based controls and environmental awareness [6][7]. Group 2: Supply Chain Implications - Major suppliers like Foxconn and TSMC are expected to benefit from Apple's new AI wearables, with Foxconn serving as the primary assembler for the AI glasses and TSMC manufacturing key chips [8]. Group 3: Financial Performance - Apple reported fiscal fourth-quarter revenue of $102.47 billion, surpassing analyst estimates, with iPhone sales rising to $49.02 billion and Mac revenue increasing to $8.73 billion [9]. - The stock has gained 9.28% year-to-date and 9.56% over the past year, indicating a positive price trend [10].