Mark Gurman’s latest Bloomberg notes add flesh to Apple’s two most whispered‑about projects: AR glasses and a foldable iPad. The glasses aim to overlay digital data onto real‑world vision, eventually superseding the iPhone, with a tentative launch window between 2028 and 2030. Meanwhile, the 20‑inch foldable iPad remains a Ternus‑driven priority, though insiders doubt it will ever ship. Analysts remain skeptical but roadmap shows intent.

Apple’s timeline for the AR headset is fluid, but keeping a 2028 target alive suggests progress on the “smart glasses” slated for an earlier reveal—either later this year or early 2027—with shipments expected in 2027. Those interim devices could serve as a technology proving ground, giving engineers confidence that a full‑scale AR launch by 2028 is feasible. This could accelerate Apple's AR ecosystem.

If the upcoming foldable iPhone Ultra proves popular, Ternus may accelerate the iPad effort, potentially shifting the device from a speculative experiment to a marketable product. Regardless of its fate, the attention on these form‑factor experiments signals Apple’s ambition to redefine how users interact with screens, a move that could reshape accessory ecosystems and developer priorities.