"Apple AR/R headset will be the next revolutionary consumer [product] after iPhone." -- TFI analyst Ming-Chi Kuo
Captured text from a note posted on Kuo's Twitter feed early Monday:
1. The market has the highest expectations for AR/MR headset among Apple's new electronics product products in 2023. However, this investment theme has not become a clear market consensus due to doubts about innovative user experience and low shipments of less than 1.5 million units in 2023.
2. Apple may announce the AR/MR headset as soon as January 2023. This media event Is expected to reduce Investors' concerns about innovative user experience and low shipments in 2023 and enhance their confidence in the headset's outlook.
3. Apple AR/R headset will be the next revolutionary consumer after iPhone. Suppose Apple AR/MR headset's rapid growth shipments in the next years can become market consensus. In that case, investors should pay more attention to Apple and AR/MR suppliers that meet the following criteria: 11 ad-new specification, 2) specification upgrade, and 3) volume increase.
My take: I'm channeling friend-of-the-blog Bart Yee...
Roughly $3B annual revenue or only $750M/quarter if 1.5M units sold. BUT, additional potential income from App Store as multiple AR AOA (?) to be sold or subscribed, maybe adding another $20-30M in gross revenues.
Not a game changer at first, but a proof of concept for the hardware and software model. Interesting to introduce in early 2023, AFTER holiday season so as not to erode holiday sales directly. It would also dominate the Tech world into the time Samsung is trying to introduce its S23 flagships.
Another incremental addition to the Apple hardware portfolio.
UPDATE: Here's the video linked to below by FOB Yee. It shows, among other things, how experts with VR headsets can consult remotely before a tricky bit of brain surgery.