news@appleinsider.com (William Gallagher)
2025-06-30 07:33:00
appleinsider.com
According to analyst Ming-Chi Kuo, Apple has two new Apple Vision Pro headsets in development, with the M5 version expected to arrive perhaps by the end of 2025.
Of all the rumors concerning future versions of the Apple Vision Pro, one of the most recent was that a lighter version would be released in early 2026. Ming-Chi Kuo now disagree with that, and chiefly claims there will be no new headsets at all in 2026 — and then a small raft of them starting in 2027.
In his blog post on the topic, Kuo states that five — including both Apple Vision Pro and other smart glasses designs — have confirmed launch dates, while two are yet to be determined. The full headsets include an M5 version of the Apple Vision Pro that he says will start mass production in the third quarter of 2025, but the others will come out between 2027 and 2028.
Specifically, Kuo claims that Apple’s roadmap for 2025 to 2028 for the Apple Vision Pro is:
- M5 Apple Vision Pro in 3Q25
- Second generation Apple Vision Pro in 2H28
Kuo has also detailed versions of what he calls Ray-Ban-like smart glasses. These are also expected to be released by the end of 2028.
Including those and the Apple Vision Pro direct successors, Kuo says five have what he claims are confirmed release dates, or at least release windows.
The Apple Vision Air version is said to have an all-new form factor, be powered by an iPhone A-series processor, and have an unspecified but significantly lower price than the current headset.
Projected sales
Kuo also reports projected shipments for certain of the devices, although he does not clarify whether these are his estimates or Apple’s.
For the first launch, the M5 edition of the Apple Vision Pro, Kuo reports expected shipments of between 150,000 and 200,000 across the whole of 2027.
He describes it as still being a niche product, and says that one of its functions is just to maintain Apple’s presence in the market. It may also, though, promote growth in the eco-system, and in some unspecified way “reduce component inventory.”
Note that Kuo’s track record in recent years has been much poorer than before. However, he only rarely reports with such specific claims, and he has been right before.
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