Oppenheimer analysts state that Apple’s hardware ecosystem is not immediately threatened by new AI-enabled smart glasses, as significant design challenges persist.

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	Forwarded this email? Subscribe here for more Apple has plenty of runway to fine-tune its own smart glasses – Oppenheimer MacDailyNews Oct 2   READ IN APP   Oppenheimer analysts state that Apple’s hardware ecosystem is not immediately threatened by new AI-enabled smart glasses, as significant design challenges persist. After testing Meta’s Ray-Ban Display glasses in a New York City demo, the brokerage noted that the experience underscored “the key challenges that have prevented smart glasses from mass consumer adoption since Google Glass (2013).” Sam Boughedda for Investing.com: ‎ In particular, Oppenheimer said Meta’s single-eye display “fails to tackle well-known issues that cause eye strain and blurry vision.” The analysts added that while the Ray-Ban Display introduces novel designs, it is “too early to view [it] as an everyday wearable such as Apple Watch, let alone a potential challenger to smartphones.” Oppenheimer concluded: “We came away from the demo more confident that Apple’s hardware ecosystem is safe from new AI-enabled smart glasses for the next 2-3 years. It also gives Apple more runway to fine-tune its own smart glasses products.” While the demo showed early consumer interest, with stock selling out on launch day at the store visited, Oppenheimer’s verdict was clear: “We came away convinced that Ray-Ban Display will remain a niche product.” ‎ MacDailyNews Take: Meta’s glasses are hardly smart, nor are they a threat to Apple. There is no substitute for Apple’s vast ecosystem. As soon as Apple releases its first pair of smart glasses it will quickly become that nascent market’s leader. ‎ Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you! Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post Apple has plenty of runway to fine-tune its own smart glasses – Oppenheimer appeared first on MacDailyNews. You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2025 MacDailyNews 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe