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Apple’s rumored mixed reality headset is “likely” to debut in January 2023 and will accelerate the growth of the entire headset market, according to analyst Ming-Chi Kuo.
In a blog post on Friday, Kuo outlined some of his expectations for the advancing AR and VR industry. Specifically, his analysis focuses on how Meta will compete when Apple enters the arena.
Kuo called the upcoming Apple VR device a “gaming replacement for the headset industry.” He added that the launch of the device, “likely” in early 2023, will accelerate the rapid growth of the headset sector.
“Although Apple has repeatedly emphasized its focus on AR, I believe Apple’s AR / MR support for see-thru video can also provide an excellent immersive experience,” Kuo wrote. “Therefore, the launch of Apple AR / MR will increase the demand for immersive gaming / multimedia entertainment.”
The analyst said that the AR / MR headset would be the “most sophisticated product” Apple has touched on, so many of its existing suppliers are also in the supply chain.
In addition, Kuo said that Apple’s position in the industry offers many competitive advantages, including allowing the company not to join the Metaverse Standards Forum.
“Once Apple launches the AR / MR headset, I think Apple’s global competitors will compete to emulate it, leading the headset hardware industry to the next stage quickly and benefiting from related services and content ecosystems,” he said.
Although some expect Apple to announce or launch AR / MR devices during WWDC 2022, that is ultimately not the case. Back in May, there were reports showing that Apple’s mixed reality headset had reached an “advanced” development stage – with the device set to launch in 2023.
The AR / MR headset itself is expected to be a premium headset that focuses on virtual- or mixed-reality gaming and experience, rather than a pair of augmented reality glasses like the so-called “Apple Glass.”
Reports indicate that it will feature a pair of 4K OLED displays, 15 different camera modules, and a chip that is more powerful than the M1 than Apple’s A series. It is estimated to be worth about $ 3,000.