In the early hours of June 4th, TF International Securities analyst Ming-Chi Kuo posted on X that Apple’s incoming CEO John Ternus has approved a significant scaling back of the XR product roadmap. The roadmap Kuo compiled about a year ago is “no longer a valid reference,” with only two smart glasses products remaining visible in the entire plan; the Vision Pro product line has effectively withdrawn from core deployment. Supply chain surveys show that Apple’s AR/XR smart glasses, equipped with optical waveguide displays, have been delayed to 2029; the display-less AI glasses, similar to the Ray-Ban Meta form factor, are still planned to ship in 2027. Kuo stated bluntly that removing the Vision Pro product line was the right decision, and Apple should redirect resources to the AI glasses track, which has greater consumer potential — their price could be kept to a few hundred dollars, with a potential user base comparable to smartphones.
This adjustment has been underway for some time and is not a new move following Ternus’s succession decision. Apple’s smart glasses project has long been driven by the Vision Products Group (VPG), which Ternus oversees, and developing smart glasses was also current CEO Tim Cook’s “number one priority.” However, Kuo’s assessment differs from that of Bloomberg columnist Mark Gurman: Gurman says Apple is still working on a thinner, lighter Vision Pro successor, expected to launch as early as late 2028 or 2029; he also revealed that the lower-cost Vision Air was canceled in October 2025, and the smart glasses project with a display was shelved in early 2025. The divergence between the two tipsters will face its first test at next week’s WWDC (Apple Worldwide Developers Conference) — whether visionOS receives substantial updates will be the most direct signal of the Vision Pro product line’s continued existence.