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Apple’s Plan for Headwear Shapes Up - DTNSB 5050
2025/6/30
Daily Tech News Show
Tom Merritt: 苹果将头戴设备视为下一个主要趋势，并计划推出包括Vision Pro升级版、更轻薄的平价版以及智能眼镜在内的多款产品。Vision Pro的升级版主要集中在芯片的改进，而平价版则要等到2027年才能推出。智能眼镜方面，苹果也在积极布局，但首款与Meta竞争的产品预计要到2027年第二季度才能上市。苹果的策略是先推出不带显示屏的智能眼镜，之后再推出带有显示屏的XR眼镜。苹果在头戴设备领域有着长远的规划，并且有望凭借其技术和设计优势超越现有产品。
Rob Dunwood: 我认为苹果在带有显示屏的设计方面思路是对的，并且时间安排也合理。但对于与Ray-Ban Meta竞争的智能眼镜，苹果的推出时间可能过长。如果不是苹果，我会觉得两年时间太长了。但苹果有庞大的市场，即使晚一些推出，也会有很多人购买。苹果可能需要更多时间来完善AI功能，以确保其智能眼镜具有苹果的特色和优势。苹果需要确保其产品在外观和功能上都能实现质的飞跃，才能在市场上取得成功。我个人对AI在智能眼镜上的改进空间持保留态度，但相信苹果有能力做到这一点。
Deep Dive
Apple's reported strategy for smart glasses and headsets is discussed, including timelines for various models and their potential impact on the market. The discussion also explores the challenges and potential for improvement in design and AI integration.
- Apple is developing seven head-worn devices: three headsets and four smart glasses variants.
- The first smart glasses with a display are expected in 2028.
- Apple's strategy is to significantly improve upon existing technologies, rather than simply replicating them.
Shownotes Transcript