From Gurman’s “The Apple Car’s slow roll” posted to Bloomberg Technology’s Power On subscribers:
In Apple Inc.’s ideal scenario, it surprises the world with a product announcement and then releases it in stores just days later. With the company’s next round of major product categories, that likely won’t be the case…
Apple’s first headset will have a complex, expensive-to-build design, complete with interchangeable lenses. The company will likely need to work with governments globally on possible prescription lenses and partner with a bevy of manufacturers on complex technologies that neither side has shipped before.
That will take time, and of course, Apple will want to have such a breakthrough new category in public view before exposing it to leak risks when it gets into the hands of more Apple employees and partners who will need to contribute to it before release.
More important will be the months of necessary publicity to get people interested in a new (and pricey) product and to rally enough support among software developers to make it worthwhile. I could see Apple announcing the headset at its 2022 Worldwide Developers Conference and focusing that event on AR and VR app development. Then it could ship the product late next year or in 2023…
While the introduction of a headset will be complex, it will be nothing compared to a car. While Apple is targeting 2025 for a launch, actually getting the vehicle on city streets could take even longer…
In other words, don’t expect to ride in an Apple car for a long time.
My take: Okay. Now I get it. First Gurman makes headlines with rumors of way-earlier-than-expected launch dates. Then he makes more headlines — and disappoints readers — by reporting that his original dates were unrealistic.
Maybe replace that with:
“…by announcing that his contacts within Apple have played him by dropping false info.”
I’m surprised that he’s been “connected” internally for so long. You’d think they would have smoked out his snitches buy now.
Maybe I’d like to claim subconscious, but plain vanilla typo.
😉
Regardless, AAPL is undervalued without accounting for glasses or a vehicle.
Yup, it’s all about the clicks. There’s no penalty for being wrong, only a penalty for being ignored.
Now there’s a quote worth repeating.
That says it all. Make a claim nobody can refute then attribute it to anonymous sources not wishing to be identified, because they don’t exist.
Welcome to 21st century digital “journalism”.
Prescriptions need government cooperation?
I know this partly as a family physician and my wife was an optometrist and her brother an ophthalmologist.
Don’t agree. As soon as the product is announced, there will be demand. It will be like lines outside of an Apple Store for the new iPhone, but the queue will be expressed as lead times, not people standing in a row.