--- title: "Apple Accelerates Smart Glasses, AI Server Chip Development" description: "Apple is advancing its hardware strategy by developing custom chips for smart glasses and AI servers. The silicon design team is creating processors for future devices, including smart glasses, Macs, " type: "news" locale: "en" url: "https://longbridge.com/en/news/239445511.md" published_at: "2025-05-09T00:10:37.000Z" --- # Apple Accelerates Smart Glasses, AI Server Chip Development > Apple is advancing its hardware strategy by developing custom chips for smart glasses and AI servers. The silicon design team is creating processors for future devices, including smart glasses, Macs, and AI servers, with plans for mass production by 2027. The smart glasses will utilize a chip based on the Apple Watch for lower power consumption. The AI server chip, codenamed Baltra, will handle remote processing for Apple Intelligence. This move emphasizes Apple's commitment to custom silicon, enhancing performance and user experience in the competitive tech landscape. Apple is developing custom chips for its upcoming smart glasses and AI servers, marking a significant step in the company's hardware strategy. The company's silicon design team is working on new chips that will serve as the brains of future devices, including the first smart glasses, more powerful Macs, and AI servers. Sources familiar with the matter have revealed that apple has made progress in developing chips for its smart glasses. This development indicates that Apple is accelerating the development of such devices to compete with meta platforms Inc.'s Ray-Ban glasses. In recent years, the silicon team has become a crucial part of Apple's product development engine, especially since 2020 when the company began using its own Mac chips to replace Intel processors. These unnamed sources also mentioned that the team is developing chips for future Mac devices and AI servers that will support the Apple Intelligence platform. The smart glasses processor is based on the chip used in the Apple Watch, which has lower power consumption compared to components in iPhones, iPads, and Macs. Apple plans to start mass-producing this processor by the end of next year or by 2027, suggesting that the smart glasses product could launch within the next two years if everything goes smoothly. As with other major Apple chips, the production will be handled by Taiwan Semiconductor Manufacturing Company (TSMC). Apple's AI server chip will be the company's first processor specifically designed for this purpose. It will handle remote processing of Apple Intelligence requests and send information back to user devices. Currently, this task is performed by high-end Mac chips, including the M2 Ultra. The AI server project, codenamed Baltra, is planned to be completed by 2027 and will use components co-developed with Broadcom. This strategic move by Apple underscores the company's commitment to integrating custom silicon into its product ecosystem. By developing chips tailored to specific devices and services, Apple aims to enhance performance, efficiency, and user experience. The focus on AI servers also highlights Apple's growing emphasis on artificial intelligence and machine learning, positioning the company to compete more effectively in the rapidly evolving tech landscape. ### Related Stocks - [AAPL.US - Apple](https://longbridge.com/en/quote/AAPL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 特朗普暗示違法徵收的關税不退了,美財長稱今年關税收入將 “基本保持不變” | 美國總統特朗普暗示不會退還被最高法院裁定違法的關税,預計 2026 年關税收入將保持不變。特朗普計劃簽署行政令,對全球商品加徵 10% 進口關税,取代被推翻的關税。財長貝森特表示,政府將利用替代法律權力維持關税收入,強調國家安全和財政收入不 | [Link](https://longbridge.com/en/news/276494362.md) | | 學習英偉達刺激芯片銷售,AMD 為 “AI 雲” 借款做擔保 | AMD 為擴大市場份額祭出金融 “狠招”!為初創公司 Crusoe 的 3 億美元購芯貸款提供擔保,承諾在其無客户時 “兜底” 租用芯片。這一復刻英偉達 “租卡雲” 路徑的策略雖能短期推高銷量,但也令 AMD 在 AI 需求放緩時面臨更大的 | [Link](https://longbridge.com/en/news/276401504.md) | | 彭博新聞報道,康菲石油正在考慮出售其價值 20 億美元的二疊紀資產 | 2 月 20 日(路透社)- 據彭博新聞週五報道,康菲石油正在探索出售其部分二疊紀盆地資產,這是其更廣泛的投資組合精簡的一部分,消息人士透露。這些資產是通過與 Concho Resources 和 Shell(SHEL.L)的交易在多年中收 | [Link](https://longbridge.com/en/news/276478732.md) | | 沃爾瑪四季度財報超預期但盈利指引不及預期,CEO 稱 “美國低收入家庭只能勉強維持生計” | 沃爾瑪 Q4 營收超預期,新財年盈利指引(每股 2.75-2.85 美元)遠低於市場預期的 2.96 美元,顯示通脹壓力下消費者支出不確定性猶存,拖累股價下跌 1.38%。財報印證 K 型” 分化:高收入家庭驅動增長,低收入羣體 “錢包吃緊 | [Link](https://longbridge.com/en/news/276398633.md) | | 最高法裁決後特朗普動用替補選擇:加徵 10% 全球關税 | 美國總統特朗普在最高法院裁決後宣佈將加徵 10% 的全球關税,以補救被推翻的關税措施。根據《1974 年貿易法》第 122 條款,現有的關税將全面生效。最高法院裁定特朗普政府的部分關税措施缺乏法律授權。市場風險提示,投資需謹慎。 | [Link](https://longbridge.com/en/news/276477629.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.