Apple AR headset: Rumors suggested that more products would be announced at WWDC, perhaps even Apple’s first augmented reality (AR) headset. However, after the conference didn’t happen, the announcement of Apple’s AR headset will be delayed until the second quarter of 2022.
Apple was reportedly planning to release its own AR headset, following in the footsteps of Facebook and Sony. The company announced it would release an initial “mixed reality” device in 2021 or 2022, followed by AR glasses around 2025.
Bloomberg’s Mark Gurman predicted in March that Apple’s AR headset could be released in the “next few months.” However, the lack of any updates from Apple and its no-show at yesterday’s WWDC keynote address point to a delay.
Early predictions from analyst Ming-Chi Kuo said Apple‘s AR headset was supposed to be available for purchase in 2021, but he changed the date to 2022 in March of this year.
“We predict that Apple will launch an AR HMD device in 2022. The device will provide AR video viewing, so lenses are also needed, and Genius is also a key supplier,” he said at the time.
The unusually long gap between the announcement and release of the device can be explained by the fact that this is Apple’s first attempt at AR. Since the company is new to the field, it wants to give developers time to prepare for an entirely new platform. It is reported that this will be a premium product aimed at developers rather than a consumer device.
Kuo’s report on Apple’s AR headset also talks about the promising future of Genius Electronic Optical, one of Apple’s key suppliers. The report talks about the iPhone 13 and notes that Genius will be the only supplier of wide-angle and telephoto camera lenses. Although Largan was another major supplier to Apple, the company’s recent slip-up led Apple to temporarily suspend its supply agreement with it. Largan’s slip-up means that Genius will only supply 65% to 70% of these parts, which means that the company has a 40% to 50% market share of these components.