Apple’s extended-reality ambitions look set to accelerate: supply-chain analyst Ming-Chi Kuo’s latest note outlines a seven-device XR pipeline, starting with a lightly refreshed Vision Pro running an M5 chip in Q3 2025. Mass production targets 150-200 000 units, maintaining its niche status while a more affordable, 40 % lighter “Vision Air” headset is pencilled in for 2027.

The roadmap also sketches Apple smart glasses with voice control, gesture recognition and on-lens video capture by 2027, setting up a clash with Meta’s Ray-Ban collaboration. Industry watchers note the staggered release lets Apple drive down component costs—particularly micro-OLED panels—before chasing volume. Investors cheered the leak; Apple shares added 1.2 % in after-hours trading as analysts upgraded FY 2028 wearables revenue forecasts. Kuo adds that a tethered XR accessory for iPhone “remains shelved” amid battery-life concerns, signalling Cupertino’s focus on all-in-one headsets. Developers expect the refreshed Vision Pro to debut alongside iPhone 17 in September, giving studios three months to optimise apps for the more powerful silicon.