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Apple has plenty of runway to fine-tune its own smart glasses – Oppenheimer

MacDailyNews

Oct 2

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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:
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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.”

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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.

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