00:00Finally, well, those Meta Ray-Bans are going to have some competition, but it'll take a couple of years.
00:05That's the big news here. The Meta smart glasses will have some competition from Apple.
00:10Apple has been working on glasses projects for some time, including glasses without augmented reality like the Metas and glasses with augmented reality.
00:19Those are coming further down the road. But you need a product to hold you over till then.
00:23They've seen the Metas are popular. They've seen that artificial intelligence is going to be a big part of hardware.
00:28So they're going down this road. And as they've done with other new product categories, they're developing a custom chip for these glasses.
00:35And this chip is based on the Apple Watch processor. Right.
00:38It has special components in there to increase power efficiency, decrease power draw and control multiple cameras that would be on the exterior of these glasses.
00:48And they would work like Metas where you can look at items and ask it for context using Siri.
00:53Mark, generally speaking, this is consistent with Apple's strategy on custom silicon, right?
00:59Many of the processors across the range of devices are Apple's own and I believe made by TSMC, fabricated by TSMC.
01:07Just explain Apple's footprint in that sense.
01:11Yeah, the Apple footprint is that they have their own custom processors and basically every device they sell.
01:16They moved away from Intel in 2020 for the Mac.
01:20The Mac now has these high-end M-series processors, the Vision Pro and the iPad have the M-series processors at this point.
01:26The iPhone and the lower-end iPads have the A-series processors.
01:30They make their own chips for AirPods, for Apple Watches.
01:33And so, of course, they're going to do it for the glasses as well as a significant new product category within that Vision brand in all likelihood.
01:41And they use TSMC, like you said, for that final manufacturing, but much of the design is done in-house from Apple in their labs across Europe, across the United States.
01:52And they do have a license with ARM and they use fundamental underlying technologies from ARM.
Be the first to comment