With Apple's WWDC 2023 event scheduled for June 5, there has been considerable speculation about the launch of the highly anticipated Apple AR/VR headset. However, renowned Apple analyst Ming-Chi Kuo suggests in a tweet that the mass production of the mixed reality headset could be delayed by one to two months.
According to Kuo, Apple is concerned that the AR/MR headset announcement may not generate the same extraordinary "iPhone moment." It's essential to remember that the 2007 iPhone launch was groundbreaking, setting a high bar for subsequent product releases. Moreover, the estimated price range for Apple's headset is between $3,000 and $4,000, while the first iPhone debuted at $599.
Kuo mentions several factors contributing to Apple's less optimistic outlook, including the current economic downturn, compromises on specific hardware specifications for mass production (such as weight), the readiness of the ecosystem and applications, and a high selling price.
Recent reports indicate that Apple designers were concerned about the mixed reality headset, potentially called Apple Reality Pro, not meeting the company's high standards due to its bulky and heavy nature. However, Apple CEO Tim Cook and COO Jeff Williams reportedly overruled the designers and decided to proceed with the launch.
Kuo anticipates that, due to mass production delays, the shipment forecast for this year will be between 200,000 and 300,000 units, lower than the market consensus of 500,000 units or more.
Despite potentially targeting only developers and power users initially, the Apple VR/AR headset will likely garner significant attention if unveiled at WWDC 2023. This new product category would be Apple's first since the Apple Watch. Based on rumors, the headset could be highly advanced, featuring an M2-level chip, dual 4K displays, and built-in hand tracking.
Ultimately, the success or failure of the Apple headset will depend on its unique capabilities. The Apple Reality Pro is rumored to have features such as a 3D version of an iOS-like interface, the ability to extend a Mac's display, and new FaceTime meeting capabilities. Other use cases include immersive video watching and gaming, though a separate, bulky battery pack may be required.
Stay updated on the latest headset news and rumors by following our Apple VR/AR headset hub and WWDC 2023 preview.
