AppleInsider is supported by way of its target audience and might earn fee as an Amazon Affiliate and associate spouse on qualifying purchases. Those associate partnerships don’t affect our editorial content material.
Analyst Ming-Chi Kuo claims that 2025 will see a moment Apple AR headset, but additionally that it’s going to be to be had in each upper efficiency and lower price variants.
Doubling down on his recent prediction that the 1st Apple AR headset is behind schedule to early 2023, Kuo has additionally predicted extra particular details about its sequel.
In his fuller report, Kuo has details about each the 1st and moment generations of the Apple AR headsets.
“The second one-generation Apple AR/MR will have high-end and more-affordable fashions,” he says, “which can release in 1H25, and element providers will get started delivery in 2H24.”
“Largan will probably be a brand new provider of the Pancake lens for the second-generation Apple AR/MR headset,” continues Kuo, “and enlarge manufacturing capability for this order in its new Taichung plant.”
He additionally predicts that “because of the second-generation Apple AR/MR product segmentation technique and ecosystem,” gross sales might achieve 10 million “once 2025 or 2026”.
For the first-generation headset, Kuo says the “key optical element [which directly affects] the visible enjoy and shape issue design,” is the Pancake lens. The primary headset will function two such Pancake modules, “one for every eye,” which he says will develop into “a brand new expansion motive force for Apple’s optical provide chain.”
Ming-Chi Kuo predicts that Genius would be the major Pancake lens provider, and Younger Optics will produce some. He expects that the similar firms may even supply lenses for the second one era headset.
Kuo seems to have ceased writing his earlier investor word stories round March 2022, and first of all then started tweeting his predictions. Extra lately he is been the usage of Twitter to headline fuller reports that he posts on Medium.
The tweets and stories range between particular data he has won from the availability chain, and his personal supposition in line with earlier manufacturing cycles. This newest one seems to be a mixture of the 2, with specifics of element producers, however extra supposition in regards to the pricing.
Kuo has no longer specified any greenback pricing, who prefer simply to mention “extra within your means” about the second one era. On the other hand, earlier stories have claimed that the 1st headset will price around $2,000.
