Apple plans to launch 2 new AI wearable devices next year, AI glasses and AI-enhanced AirPods (Pro 3), media report, citing unnamed supply chain sources. Two types of smart glasses, one with a display and one without. The N50 model (no display) would use voice-AI (2026), while with-display seen out in 2027/2028. The AI AirPods would feature an infrared lens for spatial recognition and gesture controls. Several Taiwan firms are involved: Foxconn on assembly, TSMC on chips, Largan lenses, Shin Zu Shing hinges. $Apple(AAPL.US) $Taiwan Semiconductor(TSM.US) #Foxconn #Largan
Source: Dan Nystedt
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