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

Unbiased tech analyst Ming-Chi Kuo says Apple’s extremely anticipated blended actuality headset could be very doubtless set for its reported Worldwide Builders Convention (WWDC) unveiling in June. One other technology can be within the pipeline, Kuo maintains, which he suggests might come in some unspecified time in the future in 2025.

Kuo, a long-time Apple analyst and revered determine in provide chain leaks, says in a Medium put up it’s “extremely doubtless” we’ll see an unveiling at WWDC. This comes regardless of earlier reviews of provide chain delays that may finally see the headset launch later this yr. He says Apple is “properly ready” for the announcement of the headset, which is rumored to price $3,000.

Ought to Apple’s MR headset announcement surpass expectations, Kuo suggests the system will pave the best way for a transformative funding development within the business, as different makers comply with go well with to leap on the development.

A optimistic announcement at WWDC could possibly be a promising improvement for the share costs of corporations concerned within the headset’s manufacturing, Kuo maintains. Other than Luxshare-ICT, which the analyst says has an unique meeting settlement for the headset, corporations akin to Sony (micro-OLED show), TSMC (twin processors), Everwin Precision (major casing provider), Cowell (12 digital camera modules), and Goertek (exterior energy provide) might enormously profit from their involvements as unique element suppliers.

Moreover, Kuo claims a second-generation Apple headset is predicted to enter mass manufacturing in 2025, which shall be supplied in each a excessive and low-end model.

“Shipments of the 2nd technology in 2025 are anticipated to be round ten instances these of the first technology in 2023,” Kuo says in a separate Medium put up.

Outdoors of the avalanche of leaks, and even a short tweet by Oculus founder Palmer Luckey stating Apple’s headset was “so good”, the entire business is ready for the June fifth keynote on the firm’s annual developer convention. One factor is for positive: whether or not a hit and miss, nevertheless you slice it Apple’s headset shall be pivotal for the XR business as a complete.

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