There are three Vision series products currently in development, along with four pairs of smart glasses. A Ray-Ban Meta -style smart glasses product will see 3 million to 5 million shipments in 2027. Apple expects to ship more than 10 million AR/VR products in 2027, suggesting the company sees this as the next major consumer tech category.

The original Vision Pro was announced at WWDC 2023 and released in the US early last year. It’s powered by an M2 chip and hasn’t received an upgrade since launch. The upcoming second-generation headset, according to Gurman, will feature improvements in both performance and comfort.