Ming-Chi Kuo: Apple’s smartglasses delayed two years

From AppleInsider’s “Apple’s AR glasses won’t launch until 2022 at the earliest,” posted Thursday:

The Cupertino tech giant has been rumored to be developing some type of AR/MR glasses or headset for some time. While Apple has never publicly acknowledged the existence of that project, it has allegedly offered a rough release timeline of 2022 to employees.

In a research note seen by AppleInsider, TF Securities analyst Ming-Chi Kuo corroborated that timeline, citing supply chain information from GIS — rumored to be one of Apple’s primary partners for AR lens lamination.

Kuo added that the lamination costs for the so-called “Apple Glasses” are likely to be high, since the device would require multiple layers of lamination to “create (an) innovative MR/AR user experience.”

That updated forecast is also far later than Kuo originally anticipated. In October 2019, the analyst claimed that Apple could launch its AR glasses in early 2020.\

My take: Timing has never been Kuo’s strong suit.

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  1. Dan Scropos said:
    The only “delay” I see is from his misinformed guessing. As far as I can remember, the launch date has loosely been 2022. He’s making up a mythical delay to save face, nothing more.

    May 14, 2020
  2. Jerry Doyle said:
    The 2022 date seems more reasonable to me. Apple has an extensive track record of taking its time getting it right. Glass coming forth in early 2020 never seemed plausible to me and I am a neophyte in these matters, but still recognize the complexities involved in delivering the premium product in this space. As PED commenter Kirk DeBernardi always says, Apple is infamous for keeping its head bowed doing its needlework until the product is finished completely.

    May 14, 2020
  3. Greg Lippert said:
    Delayed? Don’t you have to announce something to delay it?

    May 14, 2020
  4. Gregg Thurman said:
    has been rumored to be developing
    Apple has never publicly acknowledged
    it has allegedly offered
    are likely to be high

    Where is the definitive, non-speculative statement in any of Kuo’s current research note. He’s either guessing, or more likely, making it up.

    KU, on occasion gets some things pretty darn close to correct, but no more than other media “sources” on what Apple is, or is not, doing.

    I call this latest missive from Kuo pure bullshit of the highest quality.

    May 14, 2020
  5. Kirk DeBernardi said:
    I’m glad it’s any kind of delayed — guessed at or otherwise— if it truly expects to become a thing.

    Does anyone in the room believe ANY COMPANY could be anywhere near a properly viable device that will reside front and center on the head and sell in the millions (billions?)?

    Let this puppy wander and breath.

    May 15, 2020

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