Apple plans to release the long-blended mixed-reality headset “mid-2022”, followed by augmented reality glasses by 2025, renowned analyst Ming-Chi Kuo said today in a research note with TF International Securities, obtained by MacRumors.
“We predict that Apple’s MR / AR product map includes three phases: helmet type by 2022, glasses type by 2025 and contact lens type by 2030-2040,” Kuo wrote. “We anticipate that the helmet product will provide AR and VR experiences, while glasses and contact lens types of products are more likely to focus on AR applications.”
Kuo said that several prototypes of Apple’s mixed reality headsets currently weigh 200-300 grams, but he said that the final weight will be reduced to 100-200 grams if Apple can solve technical problems, which will be significantly lighter than many existing ones. VR devices. Due to a complex design, Kuo expects the headset to be priced around $ 1,000 in the US, in line with the price of a “high-end iPhone.”
In line with a previous rumor, Kuo said the headset will be equipped with Sony’s Micro-OLED displays and multiple optical modules to provide a “transparent AR experience”, adding that the headset can “also offer a VR experience.”
Kuo said the headset will be “portable”, with independent computing power and storage, but not really “mobile” like an iPhone. “As technology improves, we believe the new helmet product can also improve mobility,” he said.
Kuo believes Apple’s headsets have the potential to provide an “immersive experience that is significantly better than existing VR products.”
Last month, The information reported that the headset will be equipped with more than a dozen hand-motion tracking cameras, along with two ultra-high-resolution 8K monitors and advanced eye-tracking technology. The cameras could send real-world video through the visor and show it to the user.
“Although Apple has focused on AR, we believe the hardware specifications of this product can provide an immersive experience that is significantly better than existing VR products. We believe that Apple can integrate this helmet to the highest degree with video-related applications (eg Apple TV +, Apple Arcade, etc.) as one of the main selling points. “
As for Apple’s augmented reality glasses, Kuo expects to launch in 2025 at the earliest, and he believes there is “no prototype yet.”
Kuo said the glasses will provide an “optically transparent AR experience” and will be positioned as more of a “mobile” product than the mixed reality headset. “While the helmet provides a fantastic experience, the glasses focus more on providing a ‘mobile + AR’ experience,” he said. Kuo is looking forward to Apple Glasses integrating with the long-rumored Apple Car, which is probably several years away.
Finally, Kuo looked far into the future and predicted that Apple will launch “contact lenses” at some point after 2030. He said that this product will bring electronics from “visible computing” to “invisible computing”, but gave no further details.
Apple is strongly committed to mixed reality / augmented reality technologies, according to Kuo, who has a “positive view” of Apple’s future in space. Kuo said that the main recipients of the headset in the headset include Sony (exclusive display provider), Pegatron (exclusive EMS) and suppliers related to optical components.