Since true AR glasses have long been a focus for Apple and Tim Cook, Kuo's latest report might disappoint users hoping for a more futuristic take on wearables. According to the analyst, Apple won't include any display functionality in the glasses.

However, Kuo also says we may see a sort of Vision Pro 1.5 going into production in Q3 2025—that means a Vision Pro that is identical to the current one, but with just the bump from the M2 to M5—no new design.

Apple will release multiple head-mounted AR and VR products in 2027, with an upgraded Vision Pro headset dropping later this year, according to a report from respected analyst Ming-Chi Kuo of TF International Securities on Monday.