Apple’s AI smart glasses and camera-equipped AirPods are no longer just rumours — they’re in active hardware development, confirmed by a supplier’s Q3 financial filing. Quick Intelligent Equipment (also known as TCB Devices), a Chinese manufacturing partner, listed both projects in its earnings briefing released Tuesday, naming them as live production efforts requiring custom assembly tools, including precision welding and machine vision systems.
The filing does not name Apple directly but references unannounced products for a major U.S.-based tech firm, which iFeng and Android Headlines identify as Apple based on supply-chain context and prior collaborations. Apple has not commented. The glasses are slated for a late-2027 launch. They won’t have displays.
Instead, they’ll rely on microphones, open-ear speakers, and low-resolution cameras to feed real-time visual context into Visual Intelligence, letting Siri answer questions about surroundings without pulling out a phone. Think: translating street signs or identifying landmarks on the fly. The companion AirPods project embeds tiny optical sensors inside earbuds. These won’t stream video.




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