Apple's AI glasses could reshape eyewear like Watch did to watches: Report

Apple’s AI smart glasses, originally expected in early 2027, have been delayed to late 2027, according to Bloomberg’s Mark Gurman. The postponement stems from concerns that Apple’s visual AI technology may not be ready by the end of 2026, prompting the company to prioritize refinement over speed—a strategy similar to its approach with the Apple Watch. The Apple Watch, launched in 2015, transformed the wearables market and became one of Apple’s most successful products. With an estimated $17 billion in annual revenue, it reshaped competition, forcing traditional watchmakers like Swatch and Fossil to adapt. Apple now seeks to replicate this success in the smart glasses market, which is valued at around $200 billion. The company is reportedly targeting the $200–$500 price segment, where brands like EssilorLuxottica, Safilo, and Warby Parker currently dominate. Analysts suggest Apple’s hardware, software, and ecosystem integration could pressure established eyewear players, though luxury brands may remain unaffected, much like Rolex in the watch industry. Apple’s smart glasses are expected to evolve beyond camera and audio features into a health-focused wearable, mirroring the Apple Watch’s capabilities. Potential health monitoring features could include heart rate tracking, vision analysis, and other metrics, setting the device apart from competitors like Meta’s Ray-Ban smart glasses. The delay reflects Apple’s cautious approach, aiming to ensure the product meets high standards before entering a competitive market. If successful, the glasses could redefine consumer expectations for eyewear, combining utility with Apple’s signature ecosystem integration.