What Mr. Supply Chain says today about Apple Glasses

From Li Lida’s “Apple’s secret weapon, AR glasses, will be on the market in 2022” posted Wednesday on Digitimes (Google translation):

As Apple’s next-generation main product, there are two, one is Apple Car, and the other is Apple AR headset. Compared with Apple Car, which is still in the stage of duck paddling, AR glasses have new trends. According to the supply chain, Apple’s AR headset has already completed one P2, and will enter the EVT (Engineering Verification Test) stage before entering mass production. It is expected to be available in the second half of 2022.

The supply chain pointed out that Apple’s AR headset plans 2 products, one is a high-end model, positioned as a commercial product, containing a camera and a laser optical sensor, weighing about 100-110 grams, and using a 5-nanometer process chip. It still needs to be connected to the iPhone via Bluetooth, and the frame part will be made of high-strength, lightweight magnesium alloy material containing trace rare earth elements.

The industry speculates that due to its relatively high cost of components and initial scale, the price may rise to more than US$2,000. Therefore, Apple positions it as an industrial product. The annual shipment scale is estimated to be 2 million to 250. Wantai, as for another AR product aimed at the general public, the design has not yet been finalized, and it is estimated that mass production will be on the market after 2023.

My take: The reports from the supply chain are getting surprisingly detailed. Meanwhile, I’m happy “duck paddling” survived translation.

5 Comments

  1. Romeo A Esparrago Jr said:
    I don’t know if this is a story full of duck feathers to cover its buttquack or whether to believe it. Hmmm …

    4
    September 22, 2021
    • Jerry Doyle said:
      @Romeo A Esparrago Jr: Wow! Loved your comment. My first big chuckle of the day. 🙂

      1
      September 22, 2021
      • Romeo A Esparrago Jr said:
        People better duck when I throw puns like that around LOL

        1
        September 22, 2021
  2. Gregg Thurman said:
    Still not seeing, although if Apple is developing them there must be one, a compelling use case for AR glasses that goes beyond novelty.

    1
    September 22, 2021

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