Tianfeng analyst Guo Mingchi said John Ternus, expected to become Apple’s next CEO, has approved scaling back Apple’s glasses roadmap—removing the Vision Pro line and reallocating resources to smart‑glasses with broader consumer appeal. Supply‑chain

2026-06-04

Tianfeng analyst Guo Mingchi said John Ternus, expected to become Apple’s next CEO, has approved scaling back Apple’s glasses roadmap—removing the Vision Pro line and reallocating resources to smart‑glasses with broader consumer appeal. Supply‑chain checks show AR/XR smart glasses with displays using waveguide optics delayed to 2029; non‑display AI glasses (Ray‑Ban Meta‑style) remain on track for 2027.