Kuo: Apple will launch mixed reality headsets in mid-2022 and augmented reality glasses by 2025

Apple plans to launch its long-rumored mixed reality headsets “in mid-2022,” followed by augmented reality glasses by 2025, prestigious 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 roadmap includes three phases: helmet type for 2022, glasses type for 2025, and contact lens type for 2030-2040,” Kuo wrote. “We anticipate that the helmet product will provide AR and VR experiences, while the eyeglass and contact lens product types are more likely to focus on AR applications.”

Kuo said that several prototypes of Apple mixed reality headsets currently weigh between 200 and 300 grams, but said that the final weight will be reduced to 100-200 grams if Apple can solve technical problems, which would be significantly lighter than many reality devices. existing virtual. Due to a complex design, Kuo expects the headphones to be priced at around $ 1,000 in the United States, in line with the price of a “high-end iPhone.”

In keeping with an earlier rumor, Kuo said that the headphones will be equipped with Sony’s Micro-OLED displays and various optical modules to provide a “transparent AR experience,” adding that the headphones “can also offer a virtual reality experience.”

Kuo said the headphones will be “portable,” with independent computing and storage capabilities, but not really “mobile” like an iPhone. “When the technology improves, we believe that the new helmet product can also improve your mobility,” he said.

Kuo believes that Apple’s headsets have the potential to provide an “immersive experience that is significantly better than existing virtual reality products.”

Last month, Information reported that the headphones will be equipped with more than a dozen cameras to track hand movements, along with two ultra-high-resolution 8K displays and advanced eye-tracking technology. Cameras could pass real-world video through the viewfinder and show it to the user.

“Although Apple has focused on augmented reality, we believe that the hardware specifications of this product can provide an immersive experience that is significantly better than existing virtual reality products. We believe that Apple can integrate this headset with applications related to it. video (eg Apple TV +, Apple Arcade, etc.) as one of the key selling points. “

As for Apple’s augmented reality glasses, Kuo expects a launch in 2025 at the earliest, and believes that “there is no prototype yet.”

Kuo said the glasses will provide a “transparent optical AR experience” and position themselves more as a “mobile” product than a mixed reality headset. “While the helmet provides a great immersive experience, the goggles are more focused on providing a ‘mobile + AR’ experience,” he said. Kuo hopes Apple’s glasses will integrate with the long-rumored Apple Car that will likely be several years away.

Lastly, Kuo looked to the future and predicted that Apple will release “contact lenses” sometime after 2030. He said this product will bring electronics from the age of “visible computing” to “invisible computing,” but not offered more details. .

Apple is very committed to mixed reality / augmented reality technologies, according to Kuo, who has a “positive view” about Apple’s future in space. Kuo said the main beneficiaries of the headphone supply chain include Sony (exclusive display supplier), Pegatron (exclusive EMS) and suppliers related to optical components.


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