Industry analyst Ming-Chi Kuo, a respected figure in all things Apple supply chain leaks, says the Cupertino tech giant is likely preparing to launch its long-rumored mixed reality headset early next year.
In a Medium post, Kuo outlines a few key points based on how he gathers the industry is headed.
In short, Kuo posits that Meta is slowing down investment in VR hardware due to looming economic recession, but this will provide others opportunity to play catchup as market share shifts away from Meta to companies such as Sony, Valve, Pico, and HTC. It’s not VR, its Meta’s core business that’s taking a hit.
Kuo says there’s still a “vast” potential demand for VR headsets in China which could be filled by companies with ready access to the Chinese market, such as ByteDance subsidiary Pico Interactive and Taiwan’s HTC.
Apple is also tapped to fill growing demand. Codenamed N301, Apple’s MR headset will “likely release in January 2023,” Kuo maintains, and is set to “favor the continued rapid growth of the headset sector,” adding that it’s “the most complicated product Apple has ever designed.”
“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,” Kuo says. “Therefore, the launch of Apple AR/MR will further boost the demand for immersive gaming/multimedia entertainment.”
N301 is said to combine VR displays with passthrough cameras for both VR and AR applications. Check out the roundup below for all of the rumors surrounding Apple’s MR headset: