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Apple supplier confirms involvement in Apple AI glasses, AirPods with cameras

Apple’s long-rumored smart glasses and AirPods with cameras are still on the way, according to one Chinese supplier’s earnings report.

Blue eyeglasses resting on a wooden surface in sharp focus, with blurred background objects including over-ear headphones and soft lighting creating a calm, modern desk scene
Apple wants thin and light smart glasses.

While companies tend to avoid spoiling future product plans when discussing their quarterly results, not everyone goes to the lengths Apple does for corporate secrecy. For one firm in China, the opposite seems to be the case.

The filing by TCB Devices for its Q3 2026 financial results, as covered by iFeng, is fairly straightforward. It starts off advising of increased demand in the semiconductor, optical communication, and data center industries.

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