Ming-Chi Kuo: Apple headset 'likely' to be announced in January 2023

From "New Growth Focus of VR/Headset Industry in Post-Meta Era: Meta’s Competitors, Chinese Market, and Apple/Apple Supply Chain" posted Thursday in Medium:

One of the keys to the VR industry’s rapid growth in the past 2–3 years is Meta sold VR headsets at a loss and aggressively promoted its VR business. The VR industry/ecosystem has matured, so even if Meta currently slows down its investment in Reality Labs/VR business, it won’t hinder VR industry’s continuous growth.

Meta’s VR hardware investment cut will benefit other VR headset brands amid VR industry’s continuous growth. In addition, the vast potential demand in the Chinese market and Apple AR/MR, which will likely be announced in January 2023, will also favor the continued rapid growth of the headset sector...

Apple will be a game-changer for headsets

(1) Although Apple has repeatedly reiterated its focus on AR, I believe Apple AR/MR supporting video see-thru could also offer an excellent immersive experience. Therefore, the launch of Apple AR/MR will further boost the demand for immersive gaming/multimedia entertainment.

(2) Apple AR/MR would be the most complicated product Apple has ever designed, so many existing suppliers are also in the Apple AR/MR supply chain.

(3) Benefiting from Apple AR/MR’s innovative experience, Apple and Apple supply chain would be re-rated in the next 2–3 years, which favors the stock price.

(4) Apple is an industry leader with significant competitive advantages and doesn’t need to join the Metaverse Standards Forum now.

(5) After Apple launches AR/MR headset, I think Apple’s global rivals will compete to imitate it, leading the headset hardware industry to the next stage of rapid growth and benefiting the related services and content ecosystem.

My take: Happy to see Kuo posting at length on a mainstream site like Medium. For years we've had to rely on snippets filtered second-hand through MacRumors or 9to5Mac.

See also: How reliable is Ming-Chi Kuo?

3 Comments

  1. There’s a traveling immersive Van Gogh VR experience currently in Philadelphia. Participants put on VR headsets and walk through French farmland as Vincent envisioned it. Surreal by definition, I have not seen it yet but intend to. These shows introduce new people to the VR experience without the need to shell out $$$ for the headset.
    Vangoghexpodotcom

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    June 24, 2022
    • Dan Scropos said:
      Thomas, that’s an awesome example of just some of the practical real world potential this product holds. I envision walking through a National Park and getting feedback on tree species and their age, plants and vegetation information, insects and animals, rivers and streams, etc. I could walk forever with that sort of real time information. Additionally, an overlay of extinct species could give us an incredible view of the size and scope of creatures from yesteryear. I’d be interested to hear what others would look forward to with Apple’s AR headgear.

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      June 25, 2022
      • Robert Douglass said:
        I can’t wait for ‘Apple Glasses’ that look relatively normal when worn, that permit me to walk down a street in France, view a restaurant, and see the menu, hours, and reviews within my glasses… Yes, THAT’s why I travel 🙂

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        June 25, 2022

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