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 (Neutral)
Related Forum: Apple Vision Pro

Popular Stories

Apple CarPlay Ultra instrument cluster themes 01

Apple's CarPlay Ultra Is Here – Does Your iPhone Support It?

Thursday May 15, 2025 5:17 am PDT by
Apple's recently announced CarPlay Ultra promises a deeply integrated in-car experience, but not all iPhone users will be able to take advantage of the new feature. According to Apple's press release, CarPlay Ultra requires an iPhone 12 or later running iOS 18.5 or later. This means if you're using an iPhone 11, iPhone XR, or any older model, you'll need to upgrade your device to access...
Apple CarPlay Ultra instrument cluster themes 01

Apple's 'CarPlay Ultra' Experience Now Available

Thursday May 15, 2025 5:07 am PDT by
Apple today announced that its next-generation CarPlay experience, now dubbed "CarPlay Ultra" begins rolling out today, starting with Aston Martin vehicles. Subscribe to the MacRumors YouTube channel for more videos. CarPlay Ultra is now available with new Aston Martin vehicle orders in the U.S. and Canada. It will also be available for existing models that feature the brand's next-generation ...
CarPlay Ultra Climate Controls

Apple Says These Vehicle Brands Plan to Offer All-New CarPlay Ultra

Thursday May 15, 2025 8:13 am PDT by
Apple today announced the launch of CarPlay Ultra, the long-awaited next-generation version of its CarPlay software system for vehicles. CarPlay Ultra features deep integration with a vehicle's instrument cluster and systems, built-in Radio and Climate apps, customizable widgets, and more. The interface is tailored to each vehicle model and automaker's identity, and drivers can also adjust...
vision pro video recording

WSJ: Some Apple Vision Pro Buyers 'Feel Total Regret'

Friday May 16, 2025 7:43 am PDT by
Apple's Vision Pro headset has left many early adopters expressing dissatisfaction over its weight, limited use cases, and sparse software ecosystem, according to a new article from The Wall Street Journal. In the year following the device's launch, user feedback suggests that it has failed to meet expectations for comfort, software support, and social acceptance. In interviews conducted by T...
iPhone 17 Air Pastel Feature

iPhone 17 Air Could Debut Advanced Silicon Battery Tech

Friday May 16, 2025 8:00 am PDT by
The upcoming all-new ultra-thin iPhone 17 Air could become the first Apple smartphone to adopt advanced battery technology, with Japanese supplier TDK preparing to ship its new generation of silicon-anode batteries by the end of June. According to DigiTimes, TDK CEO Noboru Saito revealed in a recent interview that the Apple supplier has accelerated its production timeline, moving shipments...
fortnite apple featured

Apple Says Fortnite for iOS Isn't Blocked Worldwide, Just the U.S.

Friday May 16, 2025 9:58 am PDT by
Apple today clarified that it has not blocked Epic Games from updating the iOS Fortnite app in the European Union, but it is not planning to allow Epic Games to offer Fortnite in the United States App Store at the current time. In a statement to Bloomberg, Apple said that Epic Games tied its U.S. App Store submission to the update that was also being submitted to the Epic Games Store for iOS ...

Top Rated Comments

colmaclean Avatar
55 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
55 months ago
Contacts will be called the iEye.
Score: 12 Votes (Like | Disagree)
jz0309 Avatar
55 months ago
For me personally, I can care less about this stuff...
Score: 12 Votes (Like | Disagree)
BlendedFrog Avatar
55 months ago
Now it's 2022 and 2025. This is like the mythical car and airtags.
Score: 11 Votes (Like | Disagree)
Treq Avatar
55 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
55 months ago
I want the Apple Glasses more than the VR Headset.
Score: 6 Votes (Like | Disagree)