X @郭明錤 (Ming-Chi Kuo)

Market Trend & Product Strategy - Apple's decision-making on smart glasses, similar to Meta Ray-Ban, is considered slow, potentially impacting AirPods demand [1] - The industry views Apple's smart glasses as a potential consumer electronics trend driver from 2025-2028 [1] - Apple's active innovation in hardware products is beneficial for the supply chain [1] Competitive Analysis - Describing Apple's product as "similar to Ray-Ban smart glasses" is seen as a form of humiliation, yet an objective description of the industry situation [1] - The industry believes Apple has the capability to create the best smart glasses in the market [1]