Apple’s popular MacBook Air is experiencing significant supply shortages, while the company explores turning its upcoming smart glasses and headsets into health and fitness devices, according to reporting from Bloomberg News‘ Mark Gurman in his Power On newsletter.

MacBook Air Hit by Memory Shortage

The global shortage of memory chips, driven by surging demand from AI data centers, has now reached Apple’s highest-volume Mac. Retail sources describe inventory of the MacBook Air as more constrained than they can recall. Online orders through Apple’s site show delivery estimates stretching into late August, with some higher-RAM or customized configurations delayed into September.

The crunch previously affected lower-volume models such as the Mac mini and Mac Studio. Apple has already raised prices on Macs and iPads (including a $200 increase that took the MacBook Air’s starting price to $1,299 in the U.S.) to offset higher component costs. The company is also exploring sourcing memory from Chinese suppliers for devices sold in China and is prioritizing production and sales of the entry-level 14-inch MacBook Pro ahead of an expected M6 refresh later in the fall. Marketing for the back-to-school season has been adjusted, with greater emphasis on the Pro and warnings that the MacBook Air is “subject to availability.” The timing is particularly challenging, as the MacBook Air is typically a strong seller during that period.

Health and Fitness Ambitions for Glasses and Headsets

Separately, Apple is working to position its future smart glasses and headsets as health and fitness devices. The company’s Vision Products Group is hiring a strategic product design leader to “define the future of health, well-being, and fitness experiences across vision products,” seeking candidates experienced in digital health products and sensor-driven features.

Earlier plans to bring similar capabilities to the Vision Pro, including a Fitness+ experience that would use body-tracking technology to analyze movements during workouts, were dropped due to technological hurdles and the headset’s weight. Future lighter glasses could incorporate a range of sensors to track movement, form, posture, and other fitness data without compromising comfort, Gurman reports. These features are not expected in the first-generation smart glasses (anticipated around 2027) but are part of longer-term plans that could complement devices such as the Apple Watch.

These developments highlight ongoing supply-chain pressures in consumer electronics caused by AI infrastructure buildouts, alongside Apple’s continued expansion of its health and wearable ecosystem beyond the Watch and AirPods.

MacDailyNews Take: Lighter Apple smart glasses will enable a huge range of applications. We can’t wait!

The Apple Glasses will be the key as holding up slabs of glass as “windows” is suboptimal. When we’re running in a race, for example, we don’t want to have to hold an iPhone or even glance at an Apple Watch, but with a pair of Apple Glasses constantly overlaying time, pace, splits, etc. it’ll be ideal! — MacDailyNews, September 6, 2019

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Apple’s long-rumored smart glasses face a steep uphill battle that has little to do with hardware specs or AI capabilities. The real obstacle is the privacy stigma attached to the entire category — one largely created by Meta’s Ray-Ban smart glasses, which critics have derisively labeled “pervert glasses.”

According to Bloomberg News’ Mark Gurman in the Power On newsletter, Apple is now targeting a public debut for its first smart glasses at WWDC in June 2027, with a consumer launch expected later that year. Internally codenamed N50, the device had previously been eyed for a late-2026 introduction and early-2027 release. The delay stems in significant part from Apple’s deliberate effort to refine both the product and its privacy messaging.

Meta’s Ray-Ban Meta glasses have sold millions of pairs and demonstrated commercial viability for camera-equipped eyewear that can capture photos and video, play music, handle calls, and leverage AI. But that success has come with heavy baggage. Reports of users discreetly recording people without consent, online hacks that disable or hide the recording indicator light, and investigations revealing that contractors reviewed intimate footage (including bathroom visits and sexual activity) for AI training have fueled public distrust. Protests have occurred, some jurisdictions have restricted the devices, and the “pervert glasses” nickname has stuck in online discourse.

Apple, which has spent more than a decade positioning privacy as a core brand pillar, is acutely aware of the risk. Simply entering the same product category threatens to undermine that carefully cultivated reputation, regardless of how differently the company approaches the technology. Teams in Apple’s Vision hardware group and elsewhere treat privacy as “priority No. 1,” Gurman reports.

The company has explored multiple approaches to cameras. One option under debate would include full camera hardware, but disable photo and video recording entirely, limiting the sensors to feeding visual data into on-device AI for object recognition, navigation, or environmental awareness. Another prototype eliminates cameras altogether while retaining audio features, Siri access, music playback, and calls. The most likely path, however, appears to retain conventional cameras paired with substantially stronger privacy protections than those offered by Meta.

Expected safeguards include heavy reliance on on-device processing, avoidance of facial recognition, rejection of continuous “super-sensing” modes that analyze surroundings without clear indicators, and a firm policy against using customer recordings to train AI models or sending footage to third-party contractors for review. Hardware indicators are also expected to be more prominent and harder to defeat than Meta’s small LED. Price is anticipated in the $200–$500 range, with multiple frame styles, oval-shaped cameras, and no in-lens AR display in the first generation. The glasses would primarily serve as an iPhone companion for hands-free Siri, Visual Intelligence features, and media.

Apple’s strategy is clear: lean hard into privacy differentiation. Whether that will be enough to overcome bystander discomfort remains an open question. Even users who trust Apple more than Meta may still feel uneasy around anyone wearing outward-facing cameras. Success will depend not only on technical features but on convincing the public that these glasses respect the privacy of everyone in view—not just the wearer.

MacDailyNews Take: Disabling photo and video recording entirely would be a deal-breaker. No sale.

However, if Apple gets this right, privacy could become the product’s strongest selling point. If not, the company may discover that even its brand equity cannot fully erase the cultural resistance Meta’s glasses helped create. The delayed timeline gives Apple time to get the balance right before the world puts its smart glasses to the ultimate test.

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