Apple is preparing to launch its first AI-powered smart glasses and upgraded AirPods in 2026, positioning the tech giant to compete directly in the growing market for AI wearables, currently dominated by the Meta–Ray-Ban partnership.
According to Bloomberg’s Mark Gurman, citing informed sources, Apple aims to unveil smart glasses codenamed N50 in late 2026, with shipments likely starting in 2027. The device will have no built-in display and will instead rely on AI voice interaction and a redesigned Siri — an approach that sets it apart from augmented-reality products such as Apple’s Vision Pro headset.
The focus on AI glasses marks a strategic shift for Apple. Reports say the company has shelved plans for a lighter Vision Pro to redirect resources to smart wearables. The N50 will feature multiple cameras for “visual intelligence”, built-in speakers and a low-power S-series chip (similar to the Apple Watch).
Like the Apple Watch, the glasses will connect to the iPhone to offload some processing and act as part of Apple’s ecosystem rather than a standalone device. According to supply-chain reports, Apple is developing a more advanced, high-end version with a built-in display, likely to launch in 2027 or 2028. Taiwanese firms Foxconn, TSMC, Largan Precision and Shin Zu Shing will handle assembly, chips, optical components and hinges respectively.
AI features in AirPods
At the same time, Apple plans to add Apple Intelligence features to AirPods from early spring 2026, according to code found in an early version of iOS 26. Upgraded AirPods will support Visual Look Up, letting users identify objects and places through iPhone integration. “Contextual reminders” triggered by location or activity will also be offered. A feature called “ConversationBreakthroughVQA” suggests AirPods may improve notification management using machine-vision elements.
Earlier reports indicated Apple is exploring AirPods with infrared lenses for spatial detection and gesture controls, though it is not yet clear which features will be exclusive to high-end models such as AirPods Pro.
Competition in a crowded market
Apple faces stiff competition from Meta, which according to Barclays analysts holds about 60% of the smart-glasses market. Meta’s Ray-Ban Display glasses, launched in September 2025 at USD 799, have a built-in display and have added more than four percentage points to EssilorLuxottica’s annual growth. Google, with Warby Parker and luxury group Kering, is developing its own model for 2026, while Alibaba launched its Quark AI smart glasses in China in November.
Citi analysts forecast the AI glasses market will grow more than 100% a year through 2030, reaching 110 million units and nearly USD 40 billion in retail revenue. Despite entering later than rivals, Apple’s ecosystem integration and manufacturing partnerships could give it advantages, especially in a market where brand recognition plays a major role in consumer purchase decisions.
