Apple is ramping up efforts to design more of its own chips, targeting everything from smart glasses to next-gen Macs and AI servers. This move reinforces its broader strategy to control the full hardware stack and reduce reliance on external suppliers.
Smart Glasses with Custom Chips in the Works
One of Apple’s most anticipated projects is a custom chip built for smart glasses. Unlike full AR headsets, these lightweight glasses are expected to focus on audio playback, photo capture, and voice commands. The chip will be based on the low-power architecture found in the Apple Watch but further optimized for efficiency and multiple camera support.
Though details remain under wraps, insiders suggest production could begin in the next couple of years, with Taiwan Semiconductor Manufacturing Co. (TSMC) likely handling the fabrication.
Positioning for the Wearable AI Race
Apple’s entry into smart glasses mirrors Meta’s moves in the same space, though Apple appears to be starting without full AR features. Both AR and non-AR glasses are being developed under the codename “N401,” as Apple seeks to eventually dominate the wearables market.
The company’s approach emphasizes patience, with sources suggesting Apple is waiting for AI software to evolve before releasing a fully immersive product. In the meantime, the smart glasses may rely on onboard cameras and AI capabilities to deliver useful real-world assistance.
Chips for More Than Just Glasses
In parallel with smart glasses development, Apple engineers are exploring chips for other wearables. Projects include camera-equipped AirPods (codenamed “Glennie”) and a future Apple Watch with similar functionality (codenamed “Nevis”), both expected to use new custom silicon.
At the same time, Apple is developing new chips for the Mac lineup. The M6 and M7 processors—internally referred to as “Komodo” and “Borneo”—are on the horizon, alongside a high-performance chip known as “Sotra.” The iPad Pro and MacBook Pro are also expected to get upgraded with the M5 chip in the near future.
A Broader Strategy to Own the Stack
Apple’s chip roadmap highlights its continued drive to bring more design and production in-house. The hardware group, led by Johny Srouji, has already made waves with the launch of Apple’s first in-house modem chip, with a higher-end model planned soon.
This strategy gives Apple greater control over product integration, performance optimization, and supply chain risk. With more custom chips across its devices, Apple is positioning itself to lead not just in consumer hardware—but in shaping how future AI-powered devices operate across industries.
