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.