Predicting when Apple will release AR glasses
🍎 【Exclusive Tracking】The mysterious project internally codenamed “Project Atlas” at Apple has recently accelerated its hiring pace
Information obtained from LinkedIn and job websites:
Key clues:
1. Team size: In the past 3 months, Apple’s AR/VR department has added 217 employees on LinkedIn, far exceeding Meta's hiring numbers during the same period
2. Supply chain rumors: A certain Apple supplier recently received orders for “ultra-thin waveguide lenses,” with production ramp-up plans scheduled to June 2026
3. Executive movements: Cook has frequently visited the Foxconn Zhengzhou factory recently, and industry speculation suggests it is related to the mass production of AR glasses
🎲 How to bet in the prediction market:
Currently, there is a contract on Polymarket for “Apple releasing AR glasses in 2026,” with a YES probability of 58%, but the specific month has not yet been detailed.
💡 My guess:
If the supply chain information is accurate, Q3 2026 (June-September) is the release window. The AR sector has been cold for two years, and Apple entering the market will ignite a new cycle.