Apple's Smart Glasses Plans Already Triggering Industry Changes

Source: MacRumors

Overview

Apple’s rumored plan to enter the smart glasses market by late 2026 is already reshaping the global AR optics supply chain, according to DigiTimes.

According to the paywalled report, demand for smart glasses from the likes of Meta is rising steadily, but the industry now expects Apple’s equivalent product to accelerate the market shift toward higher‑resolution displays and more sophisticated optics.

Supply‑chain impact

• Manufacturers of micro‑LED and waveguide components are scaling up production capacity to meet anticipated Apple orders.
• Existing AR players such as Snap and Meta are adjusting their roadmaps to stay competitive.

Market expectations

• Analysts predict that Apple’s entry could push the global AR headset market from $5 billion in 2025 to $12 billion by 2028.
• The report cites a “significant uptick” in patents filed for lightweight, prescription‑compatible lenses, suggesting Apple is targeting a broader consumer base.

The article also notes that Apple’s rumored partnership with Luxottica for frame design could further streamline production, leveraging Luxottica’s established distribution channels.

For the full DigiTimes report, a subscription is required.