Neil Cybart:

All of the pieces are coming together for Apple to sell glasses. Using fashion and luxury lessons learned from selling Apple Watch, Apple will enter the glasses industry and in the process launch its first product category designed specifically for the augmented reality (AR) era. While ARKit has taken the world by storm, the development platform is already making it clear that new form factors are needed to take full advantage of AR. It is no longer a question of if, but when, Apple will use AR to rethink glasses.

And:

It cannot be overstated how clearer vision is one of the most value-add items a product can provide to its user. There aren’t too many gadgets or devices that would be selected over a smartphone in terms of its importance in our lives. However, corrective lenses would certainly be at the top of the list for many people.

And:

Glasses also provide a different kind of utility than clearer vision. A growing number of people are wearing glasses despite having perfect vision. Glasses are increasingly becoming accessories for the face, a fashion item complimenting a particular outfit, haircut, or even social occasion.

That last bit is critical to the logic chain here. Apple knows how to make good looking accessories, they understand the value of design and know how to marry that design with the practicality of mass production and the necessity of the highest technology.

Apple glasses, combined with AirPods (or some combination of both) will be an interesting and, perhaps, market changing force.

Thoughtful writing from Neil Cybart, well worth your time.