Kuo: Apple to Launch Mixed Reality Headset in Mid 2022 and Augmented Reality Glasses by 2025

Apple plans to release its long-rumored mixed reality headset "in mid-2022," followed by augmented reality glasses by 2025, well-regarded analyst Ming-Chi Kuo said today in a research note with TF International Securities, obtained by MacRumors.

apple mixed reality headset mockup feature
"We predict that Apple's MR/AR product roadmap includes three phases: helmet type by 2022, glasses type by 2025, and contact lens type by 2030–2040," wrote Kuo. "We foresee that the helmet product will provide AR and VR experiences, while glasses and contact lens types of products are more likely to focus on AR applications."

Kuo said several prototypes of Apple's mixed reality headset currently weigh 200–300 grams, but he said that the final weight will be reduced to 100–200 grams if Apple can solve technical problems, which would be significantly lighter than many existing VR devices. Due to a complex design, Kuo expects the headset to be priced around $1,000 in the United States, in line with the price of a "high-end iPhone."

In line with a previous rumor, Kuo said the headset will be equipped with Sony's Micro-OLED displays and several optical modules to provide a "see-through AR experience," adding that the headset can "also offer a VR experience."

Kuo said the headset will be "portable," with independent computing power and storage, but not truly "mobile" like an iPhone. "When the technology improves, we believe that the new helmet product can also enhance its mobility," he said.

Kuo believes Apple's headset has the potential to provide an "immersive experience that is significantly better than existing VR products."

Last month, The Information reported that the headset will be equipped with more than a dozen cameras for tracking hand movements, along with two ultra-high-resolution 8K displays and advanced eye-tracking technology. The cameras would be able to pass video of the real world through the visor and display it to the user.

"Although Apple has been focusing on AR, we think the hardware specifications of this product can provide an immersive experience that is significantly better than existing VR products. We believe that Apple may highly integrate this helmet with video-related applications (e.g., Apple TV+, Apple Arcade, etc.) as one of the key selling points."

As for Apple's augmented reality glasses, Kuo expects a launch in 2025 at the earliest, and he believes there is "no prototype yet."

Kuo said the glasses will provide an "optical see-through AR experience," and will be positioned as more of a "mobile" product than the mixed reality headset. "While the helmet provides a great immersive experience, the glasses focus more on providing a 'mobile + AR' experience," he said. Kuo is looking forward to the Apple Glasses integrating with the long-rumored Apple Car, which is likely several years away.

Last, Kuo looked far into the future and predicted that Apple will launch "contact lenses" at some point after 2030. He said this product will bring electronics from the era of "visible computing" to "invisible computing," but offered no further details.

Apple is highly committed to mixed reality/augmented reality technologies, according to Kuo, who has a "positive view" about Apple's future in the space. Kuo said primary supply chain beneficiaries of the headset include Sony (exclusive display supplier), Pegatron (exclusive EMS), and suppliers related to optical components.

Related Roundup: Apple Vision Pro
Buyer's Guide: Vision Pro (Buy Now)
Related Forum: Apple Vision Pro

Top Rated Comments

colmaclean Avatar
41 months ago

For me personally, I can care less about this stuff...
If you can care less, that means you care a lot about it. ?
Score: 20 Votes (Like | Disagree)
Miles Teg Avatar
41 months ago
Contacts will be called the iEye.
Score: 12 Votes (Like | Disagree)
jz0309 Avatar
41 months ago
For me personally, I can care less about this stuff...
Score: 12 Votes (Like | Disagree)
BlendedFrog Avatar
41 months ago
Now it's 2022 and 2025. This is like the mythical car and airtags.
Score: 11 Votes (Like | Disagree)
Treq Avatar
41 months ago

For me personally, I can care less about this stuff...
Do you mean that you actually care about this, hence you could care less? Or do you not care at all about this, which would mean that you COULDN'T care less? Just asking for clarification. :)
Score: 7 Votes (Like | Disagree)
macsareveryinteresting Avatar
41 months ago
I want the Apple Glasses more than the VR Headset.
Score: 6 Votes (Like | Disagree)

Popular Stories

Provenance Emulator

PlayStation, GameCube, Wii, and SEGA Emulator for iPhone and Apple TV Coming to App Store

Friday April 19, 2024 8:29 am PDT by
The lead developer of the multi-emulator app Provenance has told iMore that his team is working towards releasing the app on the App Store, but he did not provide a timeframe. Provenance is a frontend for many existing emulators, and it would allow iPhone and Apple TV users to emulate games released for a wide variety of classic game consoles, including the original PlayStation, GameCube, Wii,...
iPhone 15 Pro FineWoven

Apple Reportedly Stops Production of FineWoven Accessories

Sunday April 21, 2024 6:03 am PDT by
Apple has stopped production of FineWoven accessories, according to the Apple leaker and prototype collector known as "Kosutami." In a post on X (formerly Twitter), Kosutami explained that Apple has stopped production of FineWoven accessories due to its poor durability. The company may move to another non-leather material for its premium accessories in the future. Kosutami has revealed...
Delta Feature

Delta Game Emulator Now Available From App Store on iPhone

Wednesday April 17, 2024 9:58 am PDT by
Game emulator apps have come and gone since Apple announced App Store support for them on April 5, but now popular game emulator Delta from developer Riley Testut is available for download. Testut is known as the developer behind GBA4iOS, an open-source emulator that was available for a brief time more than a decade ago. GBA4iOS led to Delta, an emulator that has been available outside of...
iPad Air 12

12.9-Inch iPad Air Now Rumored to Feature Mini-LED Display

Thursday April 18, 2024 7:37 am PDT by
The rumored 12.9-inch iPad Air that is expected to be announced in May will be equipped with a mini-LED display like the current 12.9-inch iPad Pro, according to Ross Young, CEO of research firm Display Supply Chain Consultants. The existing 10.9-inch iPad Air is equipped with a standard LCD panel, and the move to mini-LED technology for the 12.9-inch model would provide increased brightness for...