Apple doesn’t have the technology to serve up the full meal in question. That’s a fact. They aren’t sitting on the sidelines by choice. They don’t have the technology developed to compete with Meta’s Gen. 1 smart glasses. Let alone the Gen 2. Version just released and definitely not close to these display enabled glasses.
Unless you work at Apple and have access to their unannounced products and research, no, it’s not a fact. Just because they aren’t releasing something doesn’t mean the technology isn’t sitting in their lab or they couldn’t have done so had they wanted to. My suspicion is Apple doesn’t think the current state of technology can produce the product they want at scale, so they’re fine to wait until it gets there.
Apple always enters markets when Apple thinks they’re ready, and people on the internet often say whoever is doing it (usually poorly) is eating Apple’s lunch. But they’re almost always wrong.
Apple’s non-display having, Gen. 1 smart glasses won’t be ready until 2026 at the earliest.You know, 2026 right? That magical year when they’ll also fix Siri, releases foldable iPhone, totally re-design the MacBook Pro, produce a Smart Home Hub with a robotic arm, feed the hungry, shelter the poor and cure cancer while the birds in Cupertino will sing Steve Jobs name in unison and all the unicorns will finally come out of hiding with Apple logos tattooed on their faces.
I won’t hold my breath. Yes, the glasses are a loss leader for Meta. Ask a member of the Walton family how that strategy is flawed one? They’ll laugh at you to the bank.
I didn’t say it was a flawed strategy, just one that Apple can’t replicate due to its position in the market. And remember Meta says they can only make 100,000 of their display glasses. If Apple released a product they could only make 100k of, MacRumors posters would be calling for Tim Cook’s head more than they already are. If Apple releases $1,000 smart glasses they need to be prepared to sell tens of millions of them, not hundreds of thousands or single digit millions.
Ask Apple as well. The difference is that Meta’s loss leaders in the AR glasses space have all been very popular. They have created the entire AR glasses market while competitors like Apple and Google (who actually lead the way with Google Glass but dropped the ball) sit it out on the sidelines.
And Diamond and Creative created a MP3 market while Apple sat on the sidelines, until Apple didn’t. And BlackBerry, Nokia, and others created a SmartPhone market, while Apple sat on the sidelines. Until Apple didn’t. Same story with smart watches. Others were there first.
Also, “very popular” is relative. We’re talking about a market that’s still measured in single digit millions. I’m happy to give Meta credit for pushing the technology forward, but you’re mistaking early adoption for market creation. The real test will be when someone figures out how to make AR glasses that tens to hundreds of millions of people actually want to wear daily and can manufacture them profitably at scale. Maybe Meta will get there first, or maybe it’ll be Apple, or maybe it’ll be Samsung. But regardless of who gets there first, they’re all going to play.
I’ll have a pair of AR glasses with a display by years end. It won’t be from Apple because despite everything you’ve said the fact of the the matter is that Apple does not now have, nor will have, an actual product they can bring to market at this point with a display and they are still more than a year away from even being able to hold Meta’s beer in that space.
I agree Apple doesn’t have a product they will bring to market this year. I just disagree they couldn’t have if they had wanted to.
Think about what you’re arguing. Apple, who revolutionized smartphones and smartwatches, and has a state-of-the-art headset on the market somehow lacks the technical capability to compete with Meta’s 2 million unit niche product? You’re essentially arguing that the company that created the iPhone somehow can’t figure out how to put a camera and speakers in glasses frames?
They just know being first doesn’t matter, so they’ll work out doing it right while Meta beta tests in public.