Apple safe from Meta Ray-Ban glasses threat for now

Multiple Wall Street analysts issued reports on Friday examining Apple's competitive positioning in wearables and iPhone 17 demand trends. Oppenheimer analyst Martin Yang tested Meta's Ray-Ban Display glasses in New York City and concluded the device poses no immediate threat to Apple's hardware ecosystem due to eye strain and clarity limitations. UBS Evidence Lab tracking data from 30 markets indicates iPhone 17 wait times have declined after launch, with Chinese lead times falling to approximately 13 days from 20 days one week earlier. Morgan Stanley's optimistic scenario projects 270 million iPhone shipments in 2026, but that forecast relies on six product launches and artificial intelligence adoption assumptions that remain unconfirmed by Apple.