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 Glasses

Top Rated Comments

colmaclean Avatar
8 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
8 months ago
Contacts will be called the iEye.
Score: 12 Votes (Like | Disagree)
jz0309 Avatar
8 months ago
For me personally, I can care less about this stuff...
Score: 11 Votes (Like | Disagree)
BlendedFrog Avatar
8 months ago
Now it's 2022 and 2025. This is like the mythical car and airtags.
Score: 11 Votes (Like | Disagree)
Treq Avatar
8 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
8 months ago
I want the Apple Glasses more than the VR Headset.
Score: 6 Votes (Like | Disagree)

Related Stories

apple mixed reality headset mockup feature orange

Kuo: Apple Still on Track to Release Mixed Reality Headset Next Year

Friday April 23, 2021 5:53 am PDT by
Apple analyst Ming-Chi Kuo had previously stated that Apple's mixed reality headset would debut in the middle of next year, and in a new note today obtained by MacRumors, the highly-respected analyst is once again doubling down that Apple plans to showcase its mixed reality headset in 2022. The information we know on Apple's headset is somewhat scarce, but according to one report, the...
smart contact lens

Kuo: Apple May Release Augmented Reality Contact Lenses in 2030s

Sunday March 7, 2021 9:34 am PST by
In a research note shared with MacRumors, analyst Ming-Chi Kuo today predicted that Apple will release augmented reality "contact lenses" in the 2030s. Kuo said the lenses will bring electronics from the era of "visible computing" to "invisible computing." Mojo Vision smart contact lens Kuo said the lenses are "unlikely to have independent computing power and storage," suggesting that they...
apple mixed reality headset mockup

Apple's AR/VR Headset Said to Feature Dual 8K Displays, Eye Tracking, Swappable Headbands, and More

Thursday February 4, 2021 6:17 am PST by
Apple is rumored to be working on a virtual reality headset for launch as early as next year, and The Information today reported on some potential features to expect, based on information shared by a source with direct knowledge of the device. The report claims that the headset will be equipped with more than a dozen cameras for tracking hand movements, along with two ultra-high-resolution...
arglassesyay

Apple Reportedly Moving Into 'Second Phase' of AR Glasses Development [Updated]

Tuesday January 5, 2021 7:06 am PST by
Apple is about to enter the "second phase of development" of an augmented reality glasses prototype, according to a paywalled preview of a DigiTimes story seen by MacRumors. The full report should be released by tomorrow with further details. In June 2020, Bloomberg's Mark Gurman reported that Apple is developing both an AR/VR headset and AR-only glasses. Gurman said prototypes of Apple's...
apple view concept right corner

Apple Mixed Reality Headset Renders Depict Rumored Design

Wednesday February 10, 2021 9:11 am PST by
Designer Antonio De Rosa has created 3D renders of Apple's long-rumored mixed-reality headset based on recent reports about the device, giving the first photorealistic look at the mysterious Apple device. De Rosa tentatively titles Apple's mixed-reality headset device the "Apple View," but there has been no evidence that this is the company's chosen moniker. What Apple may call the device...
Apple VR Feature

Bloomberg: Apple's First AR/VR Headset 'Pricey, Niche Precursor' to More Ambitious AR Glasses and Could Launch Next Year

Thursday January 21, 2021 3:27 am PST by
Apple's first virtual reality headset will be a "pricey, niche precursor" to a more ambitious augmented reality product, according to a new report from Bloomberg's Mark Gurman. As a mostly virtual reality device, it will display an all-encompassing 3-D digital environment for gaming, watching video and communicating. AR functionality, the ability to overlay images and information over a view...
apple mixed reality headset mockup feature

Kuo: Apple's Upcoming Mixed Reality Headset to Feature 15 Camera Modules

Monday March 8, 2021 9:25 pm PST by
Apple's upcoming mixed reality headset will feature a total of 15 optical camera modules, Apple analyst Ming-Chi Kuo said this evening in a research note obtained by MacRumors. Eight of the 15 camera modules will be used for see-through augmented reality experiences, six modules will be used for "innovative biometrics," and one camera module will be used for environmental detection. Largan...
arglassesyay

Apple Glasses Prototype Reportedly Falls Behind 2021 Testing Schedule

Monday April 26, 2021 2:54 am PDT by
Apple has yet to start testing the second prototype of its rumored AR glasses, bucking the expectations of its supply partners who expected testing to commence in the first quarter of this year, according to a new report. Apple is known to be working on a set of augmented reality glasses that look like regular glasses, but which feature lenses with built-in displays that can be interacted...
smart contact lens

Augmented Reality Apple Contact Lenses Are Coming

Friday March 12, 2021 2:13 am PST by
Reliable Apple analyst Ming-Chi Kuo has set out an unusually ambitious prediction for an Apple product set to be released in the 2030s: augmented reality contact lenses. Mojo Vision smart contact lens In a recent research note seen by MacRumors, Kuo explained that Apple will release augmented reality contact lenses at some point in the 2030s. The lenses are said to bring electronics from...
headset patent document software

Apple's Work on Mixed Reality Headsets Revealed in New Patent Filings

Thursday February 11, 2021 9:46 am PST by
A number of Apple patent applications, published earlier today, appear to be directly related to its long-rumored mixed reality headset, covering a range of aspects including design elements, lens adjustment, eye-tracking technology, and even software. The patents, filed with the U.S. Patent and Trademark Office by Apple, were made public earlier today and seemingly relate to specific...