Apple’s decision to deprioritize a full Vision Pro successor in favor of smart glasses has driven the 97.8% market-implied odds against a 2026 release. Bloomberg’s Mark Gurman reported in September 2026 that the N224 project exploring four lighter, cheaper redesigns remains on “life support,” with no confirmed launch before late 2028 or early 2029, after the original headset’s M5 refresh in October 2025. Analysts including Ming-Chi Kuo noted incoming CEO John Ternus canceled related efforts such as Vision Air and redirected mixed-reality staff toward 2027 AI glasses and later waveguide AR models. The absence of any official timeline, supply-chain signals, or developer previews reinforces trader consensus that a true second-generation spatial computing headset will not reach market before 2027. While an unexpected engineering breakthrough or competitive pressure could theoretically accelerate development, current internal priorities and technical hurdles around weight, cost, and battery integration make such a shift improbable in the remaining months.
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