弃Vision Pro转战AI眼镜?Apple Glasses预计今年发布

Group 1 - Apple has reportedly paused maintenance for the Vision Pro in the industrial sector and reduced the production of headsets significantly, indicating a shift in strategy from initial strong promotion to reduced investment due to underwhelming market performance [1] - IDC forecasts that Apple will ship 390,000 units of Vision Pro in 2024, with a drastic drop to 45,000 units in the last quarter of 2025 [1] - Sensor Tower's report reveals that Apple has cut digital advertising spending for Vision Pro by over 95% in key markets like the US and UK over the past year [1] Group 2 - In response to the disappointment with Vision Pro, Apple is shifting focus to the more lightweight AI smart glasses, with the first product, Apple Glasses, expected to launch this year [2] - Apple has entered a multi-year partnership with Google to utilize Google's Gemini model and cloud technology for its next-generation AI models, aiming to enhance its AI capabilities, including a more personalized Siri [2] - IDC predicts that global shipments of smart glasses will exceed 23.687 million units by 2026, with the Chinese market alone expected to surpass 4.915 million units, indicating a move towards scaled growth in the smart glasses market [2]