apple vr headset

Apple Analyst Ming-Chi Kuo Confident in WWDC Headset Unveiling, 2nd Gen Expected in 2025

Apple, Apple AR, apple mr, apple mr headset, apple reality, apple reality one, apple reality pro, Apple VR, apple vr headset, apple xr, apple xr headset, News / Mike M. / May 16, 2023

Independent tech analyst Ming-Chi Kuo says Apple’s highly anticipated mixed reality headset is very likely set for its reported Worldwide Developers Conference (WWDC) unveiling in June. Another generation is also in the pipeline, Kuo maintains, which he suggests may come at some point in 2025.

Kuo, a long-time Apple analyst and respected figure in supply chain leaks, says in a Medium post it’s “highly likely” we’ll see an unveiling at WWDC. This comes despite earlier reports of supply chain delays that would ultimately see the headset launch later this year. He says Apple is “well prepared” for the announcement of the headset, which is rumored to cost $3,000.

Should Apple’s MR headset announcement surpass expectations, Kuo suggests the device will pave the way for a transformative investment trend in the industry, as other makers follow suit to jump on the trend.

A positive announcement at WWDC could be a promising development for the share prices of companies involved in the headset’s production, Kuo maintains. Apart from Luxshare-ICT, which the analyst says has an exclusive assembly agreement for the headset, companies such as Sony (micro-OLED display), TSMC (dual processors), Everwin Precision (primary casing supplier), Cowell (12 camera modules), and Goertek (external power supply) may greatly benefit from their involvements as exclusive component suppliers.

Furthermore, Kuo claims a second-generation Apple headset is expected to go into mass production in 2025, which will be offered in both a high and low-end version.

“Shipments of the 2nd generation in 2025 are expected to be around ten times those of the 1st generation in 2023,” Kuo says in a separate Medium post.

Outside of the avalanche of leaks, and even a brief tweet by Oculus founder Palmer Luckey stating Apple’s headset was “so good”, the whole industry is waiting for the June 5th keynote at the company’s annual developer conference. One thing is for sure: whether a hit or miss, however you slice it Apple’s headset will be pivotal for the XR industry as a whole.

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Apple’s Upcoming Headset “so good”, According to Oculus Founder

Apple, Apple AR, apple ar headset, apple mr, apple mr headset, apple reality, apple reality one, apple reality one pro, Apple VR, apple vr headset, apple xr, apple xr headset, News / Ryan Harris / May 15, 2023

Palmer Luckey, the founder of Oculus who left the company in 2017, appears to have insider knowledge of the upcoming Apple XR headset, which is expected to be unveiled at its Worldwide Developers Conference (WWDC) next month. To Luckey, Apple’s hotly awaited entrance into the space is apparently “so good.”

The Apple headset is so good.

— Palmer Luckey (@PalmerLuckey) May 14, 2023

Luckey hasn’t quantified his experience beyond this, or even said that his impressions indeed come from a personal demo of Apple’s long-rumored mixed reality headset, which, like Meta Quest Pro, is thought to be capable of both virtual reality and passthrough augmented reality thanks to outward facing cameras. Whatever the case, the VR pioneer is sufficiently impressed with whatever the fruit company has in store.

Luckey, who founded defense company Anduril after his 2017 Facebook departure, is no stranger to candidly voicing his opinions on headset design. When unicorn AR startup Magic Leap released its ML1 headset in mid-2018, he called it a “tragic heap,” further stating the AR headset was “a tragedy in the classical sense.”

Palmer Lucker donning ML1 | Image courtesy Palmer Luckey

At the time, Magic Leap was just as secretive about its hardware as Apple is today. And Luckey’s opinion was undoubtedly tinged by the company’s self-generated hype which grew in the shadow of that secrecy.

“Magic Leap needed to really blow people away to justify the last few years,” Luckey wrote in his review of the headset. “The product they put out is reasonably solid, but is nowhere close to what they had hyped up, and has several flaws that prevent it from becoming a broadly useful tool for development of AR applications. That is not good for the XR industry.”

Does this mean Apple is actually delivering on the hype and pushing the ball forward with the reported $3,000 headset? Even with an avalanche of patently unverifiable leaks to go on and Luckey’s word, we truly won’t know until that ‘one more thing’ is announced on stage. Then again, you simply never can tell with Apple. We have our calendars marked for the June 5th WWDC keynote, so join us then to find out.

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Report: Apple’s MR Headset Could Come as Soon as This Summer

Apple, Apple AR, apple mixed reality, apple mr, apple mr headset, apple reality, Apple VR, apple vr headset, News / Blake Jones / March 14, 2023

Apple’s upcoming mixed reality headset has been the subject of many reports and rumors over the past few years—that’s just the nature of the Cupertino-based black box. Now a new report from the Financial Times alleges we may see the company’s first XR device unveiled this summer.

The headset, which is still unnamed, is allegedly nearing its big unveiling, which is said to take place in June 2023, or around when the company traditionally holds its Worldwide Developers Conference (WWDC).

The report maintains Apple CEO Tim Cook is the principal force pushing the device’s launch forward this year, which has apparently been a source of tension since as far back as early 2016.

The company’s operations team reportedly found itself at odds with the industrial design team, the former wanting to push out an early version of the headset while the latter hoped to delay in order to slim down the device.

Cook is ostensibly backing the operations team, as he allegedly hopes to push out the first version of the company’s XR headset, which is said to be targeting enthusiasts at an eye-watering $3,000 price point.

Citing sources familiar with Apple’s plans, the company is expected to only sell around one million units of the XR headset over the course of 12 months.

Relatively low sales targets notwithstanding—Apple sells 200 million iPhones per year—the company is expected to go in for a “marketing blitz” to attract prospective users.

According to a Bloomberg report earlier this year, Apple may be putting its plans to release a full AR headset on hold, as the company is allegedly planning what is described as a “lower-cost version” of its MR headset first. That cheaper version is said to target a 2024 or early 2025 launch window.

Note: This list of the headset’s prospective features and specs have been gathered from a few disparate reports. None of the below has been confirmed by Apple, so please take anything you read here with a large grain of salt:

Reported Apple MR Specs

Resolution: Dual Micro OLED displays at 4K resolution (per eye)
FOV: 120-degrees, similar to Valve Index
Chipset: Two 5nm chips. Includes a main SoC (CPU, GPU, and memory) and a dedicated image signal processor (ISP). Chips communicate via a custom streaming codec to combat latency.
Battery: Waist-mounted battery, connected via MagSafe-like power cable to the headset’s headband. Two-hour max battery life, although hotswappable for longer sessions.
Passthrough: ISP chip contains custom high-bandwidth memory made by SK Hynix, providing low latency color passthrough
Audio: H2 chip, providing ultra-low latency connection with the second-generation AirPods Pro and future AirPods models. No 3.5mm and possible no support for non-AirPod BT headphones.
Controller: Apple is said to favor hand-tracking and voice recognition to control the headset, but it has tested a “wand” and a “finger thimble” as alternative control input methods.
Prescription Lenses: Magnetically attachable custom prescription lenses for glasses-wearers.
IPD Adjustment: Automatic, motorized adjustment to match the wearer’s interpupillary distance.
Eye Tracking: At least one camera per-eye for things like avatar presence and foveated rendering
Face & Body Tracking: More than a dozen cameras and sensors capture both facial expressions and body movements, including the user’s legs.
Room Tracking: Both short- and long-range LiDAR scanners to map surfaces and distances in three dimensions.
App Compatibility: Said to have the ability to run existing iOS apps in 2D.

Design Rumors

Outer Shell: Aluminum, glass, and carbon fiber to reduce its size and weight. Cameras are largely concealed for aesthetic reasons.
Presence Displays: Outward-facing display can show user’s facial expressions and also presumably eye movements. Said to be an always-on display similar in latency and power draw of Apple Watch or iPhone 14 Pro.
Dedicated Passthrough Switch: Digital Crown-like dial on its right side to switch between VR and passthrough.
Headstrap: Various available, including consumer-focused headstrap similar in material to Apple Watch sport bands with built-in speakers. Unspecified, but different headstrap targeted at developers.

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