On June 30th, analyst Guo Mingchi announced that Apple will release multiple wearable devices starting from 2027, with smart glasses being Apple's key business. Apple believes that it will be the next wave of consumer electronics products. According to Guo Mingchi, Apple currently has at least 7 projects under development, including 3 Vision Series products and 4 smart glasses products, of which 5 have a confirmed development schedule and 2 are yet to be determined.
Among Apple's head mounted products, smart glasses like Meta Ray Ban will be the first to be mass-produced on a large scale. It is expected that the shipment volume will reach 3-5 million pieces or even more by 2027. With Apple's entry, the shipment volume of this category of smart glasses market is expected to exceed 10 million pieces by 2027. Guo Mingchi also stated that Apple's competitive advantage in the Vision series and smart glasses stems from its strong hardware development capabilities and ecosystem integration, with the main challenge being AI driven systems and software. It is worth noting that before the launch of Apple's smart glasses, it is expected that multiple brands will release similar products to seize market share. However, these products may still be niche products in the next two years and require continuous technological iteration and design improvement. Here is Apple's specific product roadmap: 1. Vision series: Vision Pro M5 version: planned for mass production in the third quarter of 2025, with an expected shipment of 150000 to 200000 units by 2025. The processor will be upgraded from M2 to M5, while other specifications remain unchanged. Vision Air: Planned for mass production in the third quarter of 2027, featuring a brand new exterior design and significantly reduced weight, with a weight reduction of over 40% compared to Vision Pro. Equipped with Apple's latest iPhone processor, it is priced significantly lower than Vision Pro. The all-new Vision Pro second generation: expected to be mass-produced in 2028, featuring a completely new design, significantly lighter weight, and will be equipped with a Mac grade processor. 2. Smart glasses series: Apple's smart glasses, similar to Meta Ray Ban, are planned to be mass-produced in the second quarter of 2027. It is expected that the shipment volume will reach 3-5 million pieces or even more by 2027, supporting voice control and gesture control, audio playback, video recording, and AI environment perception. XR glasses: planned for mass pro
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Gestant Display Technology Co.,LTD was founded in 2012 in Shenzhen China. Even, the founder of the company, has more than 15 years of rich experience in LCD display industry. He has been engaging in the basic research of LCD display technology in Japan since his graduate school and has been working in the flat panel display industry after graduation.
Proficient in the manufacturing process and technology development of LCD / OLED / polarizer, Even was also one of the members of China liquid crystal Association who has a senior industry background and supply chain resources. In the past three years, he assisted his shareholders in building factories, purchasing equipment，establishing production lines, and successfully obtaining ISO9001 and ISO14001 system certificates.
He has established good business relations with major panel manufacturers in China (BOE /Tianma / IVO /EDO / Visionox), and the glass supply is stable and sufficient.
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