Is Vision Pro Already Dead? The Turn in Cupertino Desired by New CEO Ternus

A Deep Restructuring

Signed by Tim Cook's designated successor at the helm of Apple, the latest and surprising update from TF International Securities analyst Ming-Chi Kuo, shared on X, indicates that the roadmap for wearable devices linked to Cupertino's spatial ecosystem has been drastically scaled back.

John Ternus has indeed authorized an almost total cleanup of ongoing projects, focusing corporate resources on a much narrower range and effectively eliminating any direct successor to the current Vision Pro.

1. 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.
2. The major overhaul was signed off by Apple's next CEO, John Ternus. This shift actually... source
   -- ???|Ming-Chi Kuo (@mingchikuo)
   June 3, 2026

Until last year, the plans from the Vision division included as many as seven mixed-reality devices in various stages of development. Excluding the model equipped with the M5 chip that has already completed its initial shipping cycle, the list of the remaining six projects has been literally slashed.

Only two products survive in the active development of the Cupertino multinational, with extended launch timelines and a significant change in form factor.

Ternus's Care Cancels Headsets: Only Smart Glasses Remain

The first device to debut in the market, expected in 2027, will be a pair of AI glasses without a display. This will be an accessory focused on voice interaction and Apple's intelligent services, without any virtual visual support. To see a true evolution of augmented reality, one will have to wait until 2029, the year in which the company plans to launch smart AR/XR glasses equipped with advanced display, whose projection technology will be managed via sophisticated optical waveguides.

This drastic scaling down puts a tombstone on speculations regarding a second generation of the high-end headset, a detail that creates evident friction with other industrial rumors. Mark Gurman from Bloomberg had recently indicated that Apple was still working on a thinner, lighter, and cheaper variant of the $3,499 headset, with a launch window hypothesized between 2028 and 2029.

The discrepancy between the two sources suggests two mirrored scenarios: either Kuo's information describes a decision so recent that it has not yet leaked elsewhere, or the alleged economic heir of the Vision Pro is in such an embryonic development state that it is not registered in the main roadmap of the Asian supply chain.

Ternus's strategic turn seems to favor daily ergonomics and the integration of localized artificial intelligence systems over the heavy hardware of traditional headsets, an approach that could radically rewrite Apple's presence in the realm of spatial computing over the next five years.