Apple's AR Glasses Project Faces Delays Amid Competition and Tariff Challenges
April 17, 2025
Apple is intensifying its focus on developing augmented reality (AR) glasses that will enable users to integrate digital content with their real-world environment.
Additionally, Apple has encountered significant challenges with the box office performance of its extended reality (XR) device, Vision Pro, which was launched in early 2024.
CEO Tim Cook is reportedly dedicating his efforts exclusively to the AR glasses project, aiming to launch a competitive product ahead of Meta.
The upcoming Vision Pro 2 is expected to feature improvements in weight and cost, although specific details about its specifications remain unclear.
However, Apple's plans have faced delays due to technical challenges, pushing the initial release date, which was originally set for 2023, further back.
Analysts have expressed concerns that the Trump administration's tariff policies may further delay the launch of Apple's new products, leading the company to secure inventory in the U.S. market.
Reports indicate that Apple is considering two versions of the AR glasses: a lighter, more affordable option and another that connects to a Mac PC via cable to reduce latency.
In response to tariff uncertainties, Apple is diversifying its production bases, particularly by increasing manufacturing in India.
Bloomberg analysts suggest that the release of Apple's smart glasses could take several more years.
Throughout this development phase, Apple has been working on microLED displays for the AR glasses, but a specific release date has not yet been established.
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