Apple's AR Glasses Project Faces Delays Amid Competition and Tariff Challenges

April 17, 2025
Apple's AR Glasses Project Faces Delays Amid Competition and Tariff Challenges
  • 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.

Summary based on 1 source


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