Ming-Chi Kuo: Apple glasses could ship in Q2 2020

Big eyewear news from the Apple rumor mill.

From MacRumors: Apple's AR Glasses to Launch in 2020 as iPhone Accessory

According to Kuo, Apple's AR glasses will be marketed as an iPhone accessory and primarily take a display role while wirelessly offloading computing, networking, and positioning to the iPhone.

Designing the AR glasses to work as an iPhone accessory is also expected to allow Apple to keep the glasses slim and lightweight, rather than trying to pack in all the processing hardware into the one device.

Kuo believes Apple is aiming to begin mass-producing the glasses as early as the fourth quarter of this year, although he admits the timeframe could be pushed back to the second quarter of 2020.

My take: Kuo is better on the details of Apple's upcoming hardware releases than he is on the timing. But if Apple can deliver an AirPod quality product that brings AR to lightweight glasses, it will be huge no matter when it ships.

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  1. Dan Scropos said:
    This area has the potential to be bigger than the iPhone. Apple’s strong relationship with her ecosystem’s customers make the runway vast. Commanding the virtually the entire high end of the smartphone market makes Apple Glasses a logical progression. Im completely speculating, but an item priced at $1,999 to $2,999 is going to require an established and loyal high end fan base. If Apple delivers with a revolutionary product, the sky is the limit.

    March 8, 2019
  2. Kathy Corby said:
    Tim, if you’re listening, please make these 1.) stylish….( ask Jony for help here),
    and 2.) capable of accommodating users’ lens prescriptions, including progressive type “bifocals” for reading at close. Will be nonstarters for lots of people if they can only be worn by youngsters with perfect vision…

    March 8, 2019
  3. Robert Paul Leitao said:
    Before Apple gets to mass production, the company needs to define a mass use case. I agree with Jeff. Until now AR has underdelivered and for good reason. Outside of niche enterprise and consumer markets, a compelling use case has yet to be identified and addressed. In my view, that’s as important as any step in the product development cycle.

    I’m looking forward to what Apple may deliver. As importantly, I’m interested in planned use cases that will create a new major product segment for Apple.

    March 9, 2019

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