Meta’s Ray‑Ban Display isn’t a daily‑wear threat to Apple yet, says Oppenheimer. UBS tracking shows launch‑week iPhone 17 wait times easing. Morgan Stanley’s bull case models 270M iPhone units in 2026. Quick Take Oppenheimer: Smart‑Glasses Won’t Dent Apple’s Hardware Moat—For Now After testing Meta’s Ray‑Ban Display demo in NYC, Oppenheimer’s Martin Yang called the experience novel but not daily‑wear ready, citing eye strain and clarity issues. His view: It’s too early to treat Ray‑Ban Display as an Apple Watch‑like everyday device—let alone a smartphone challenger—leaving Apple’s hardware ecosystem safe for 2–3 years while it fine‑tunes its own glasses. Context: Ray‑Ban […]
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