Supply chain analyst Ming-Chi Kuo, in a post today: “The Apple XR headset and smart glasses roadmap I put together about a year ago is no longer a useful reference. For now, only two smart glasses products remain visible in the roadmap.” Bloomberg’s Mark Gurman, this weekend: Apple is developing “a slimmer and lighter headset to succeed to the $3,499 Vision Pro.” Whatever actually pans out, it seems like 2025’s M5 upgrade might be the last for the Vision Pro.

Apple’s development timeline for its own lightweight AI glasses has shifted to next year as the expensive Vision Pro continues to struggle.

It's probably not happening this year.