Apple is reportedly shifting its focus from the unaffordable, bulky Vision Pro headset to AI-powered smart glasses, as Ray-Ban Meta continues to dominate the fast-growing smart glasses space.

A wave of new AI and AR glasses has flooded the consumer market in the second half of this year. Goldman Sachs analysts, led by Allen Chang, provided clients with a breakdown of what the next phase of the smart-glasses boom will look like.

Wave of New Launches:

Another round of launches this month:

AR glasses pipeline: New models in Oct and Dec

AI glasses pipeline: New models in Nov

AR / AI glasses price and shipments trends

Specification of recent AI / AR smart glasses

Ray-Ban Meta's shipments have been leading. 

Related:

Hmm.

Important to note: Apple's Vision Pro was an outright flop (read here & here). Meta, on the other hand, has been dominating the market with its Ray-Ban smart glasses - a trend we believe will continue with the next iteration featuring an integrated AR display.