苹果自研芯片帝国，更进一步

Core Viewpoint - Apple is making significant progress in developing a custom chip for smart glasses, indicating an acceleration in its product development to compete with Meta's offerings [1][2]. Group 1: Smart Glasses Development - Apple is developing smart glasses that will utilize a custom chip based on the technology used in the Apple Watch, designed for low power consumption [1]. - The company plans to start mass production of the smart glasses processor by the end of next year or in 2027, suggesting a potential market launch within the next two years [1]. - Apple is also exploring non-AR smart glasses that will use cameras and AI to assist users, similar to Meta's products [2]. Group 2: Semiconductor Advancements - Apple's silicon team has become a crucial part of its product development, especially since the transition to in-house Mac chips in 2020 [1]. - The company is developing new chips for various devices, including a camera-equipped Apple Watch and AirPods, with plans to have these ready by around 2027 [3]. - Apple is also working on advanced Mac chips, including potential M6 and M7 processors, with the M5 processor expected to be applied to iPad Pro and MacBook Pro by the end of this year [3]. Group 3: AI Server Chips - Apple is developing its first dedicated AI server chips, named "Baltra," which are expected to enhance the speed and functionality of its AI services by 2027 [4][5]. - The AI server project will utilize components co-developed with Broadcom, aiming to significantly increase processing capabilities compared to current models [5]. - The hardware technology team is also working on future components, including sensors for non-invasive blood glucose measurement for future Apple Watch versions [5].