Kuo: Apple's First AR Headset to Launch in Second Quarter of 2022

Apple is aiming to debut its first augmented reality (AR) headset in the second quarter of 2022, according to a new research note from analyst Ming-Chi Kuo seen by MacRumors.

apple mixed reality headset mockup feature purpleHeadset mockup based on a source with direct knowledge of the device (The Information)

The research report focuses on prospects for key Apple supplier Genius Electronic Optical, and notes that the company will benefit from a number of upcoming VR and AR products from the likes of Facebook, Sony, and Apple.

We predict that Apple will launch AR HMD [head-mounted display] devices in 2Q22. The device will provide a video see-through AR experience, so the lens is also needed, and Genius is also a key supplier.

Apple has been rumored to be working on a pair of AR-related headsets, led by an initial "mixed-reality" device that has variously been rumored to be launching in 2021 or 2022. A sleeker pair of augmented reality glasses is rumored to follow, perhaps around 2025.

As recently as January, Kuo was predicting that Apple's initial AR headset would debut sometime in 2021, but by March he had pushed his prediction back to "mid-2022," more in line with today's report.

Bloomberg's Mark Gurman also indicated back in March that an announcement about the headset could come in the "next several months," but there has been no sign of such an announcement, and today's WWDC keynote would have been a prime opportunity.

Some of the uncertainty about timing may be related to a potentially lengthy gap between announcement and launch for the AR headset. As a new platform for Apple, the company may want to announce it a number of months ahead of any product launch to give developers time to prepare. Reports have, however, indicated that Apple's first AR headset will be a pricey, high-end device largely targeted at developers rather than the broader public.

Kuo's report today on Genius Electronic Optical also touches on iPhone 13 production, noting that it appears Genius will be the exclusive supplier of wide-angle and telephoto camera lenses for the upcoming ‌iPhone 13‌ lineup, at least through the end of this month. Apple's other supplier for these components, Largan, is said to have failed to meet Apple's requirements and has been asked to temporarily halt component shipments.

Genius is currently picking up the slack following Largan's misstep, and Kuo believes Genius will ultimately be responsible for 65–70% of shipments for these lens components, up from market consensus of a 40–50% share.

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

Top Rated Comments

snow755 Avatar
36 months ago
after what happen with today event i would not listed too any more leaks about up comeing stuff
Score: 11 Votes (Like | Disagree)
UltimateSyn Avatar
36 months ago
How about those MacBook Pros?
Score: 11 Votes (Like | Disagree)
Kulfon Avatar
36 months ago

What about Macbook Pro 16" Mr. Kuo?
The one that was launched yesterday? I am getting 14” maxed out and happy with the mini LED screen, it looks awesome!
Score: 8 Votes (Like | Disagree)
Kulfon Avatar
36 months ago
He already predicted new hardware to launch yesterday:-)
Score: 6 Votes (Like | Disagree)
Serban55 Avatar
36 months ago

Kuo is a bot:) Too much of his spam lately…especially about the new hardware that was launched yesterday
i thought Jon Prosser told that MBP are a given for WWDC...KUO also ? are you sure?
Score: 5 Votes (Like | Disagree)
joecomo Avatar
36 months ago
One thing is sure - if it is from Apple it will look nothing like these diving goggles in the picture
Score: 4 Votes (Like | Disagree)

Popular Stories

Beyond iPhone 13 Better Blue Face ID Single Camera Hole

Six Reasons to Wait for Next Year's iPhone 17

Thursday February 22, 2024 4:20 am PST by
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models concurrently, which is why we sometimes get rumored feature leaks so far ahead of launch. The iPhone 17 series is no different, and already we have some idea of what to expect from Apple's 2025 smartphone lineup. If you plan to skip...
iPhone Notch

Apple Explored These Notch and Dynamic Island Designs for iPhones

Friday February 23, 2024 2:05 pm PST by
With the iPhone 14 Pro models in 2022, Apple introduced the Dynamic Island, which can morph and expand to display system alerts, sports scores, and a variety of other information. The feature makes the space surrounding the front camera and Face ID sensors useful compared to the notch on older iPhone models. Apple explored a variety of ideas for the iPhone's notch area over the years before...
General Apps Messages

Apple Announces 'Groundbreaking' New Security Protocol for iMessage

Wednesday February 21, 2024 6:00 am PST by
Apple today announced a new post-quantum cryptographic protocol for iMessage called PQ3. Apple says this "groundbreaking" and "state-of-the-art" protocol provides "extensive defenses against even highly sophisticated quantum attacks." Apple believes the PQ3 protocol's protections "surpass those in all other widely deployed messaging apps," according to its blog post:Today we are announcing...
Next Generation CarPlay Porsche 1

Apple Launching Next-Generation CarPlay This Year With These New Features

Wednesday February 21, 2024 2:03 pm PST by
Apple recently updated its website to confirm that the first vehicle models with next-generation CarPlay support will debut "in 2024." This wording is shown on Apple's regional websites for the U.S., Canada, Australia, New Zealand, and many other countries. The iOS 17.4 beta includes code-level references to eight new CarPlay apps:Auto Settings: This app will let you manage paired iPhones...
General Apps Messages

iOS 17.4 to Add This 'Groundbreaking' New Messaging Feature

Friday February 23, 2024 5:05 am PST by
With iOS 17.4, set to arrive in March 2024, Apple is bringing a new cryptographic security feature to iMessage called PQ3. This "groundbreaking" and "state-of-the-art" protocol provides "extensive defenses against even highly sophisticated quantum attacks," according to Apple. Let's break down what that means. Apple's iMessage service already supports end-to-end encryption, but security...
cracked glass vision pro

Handful of Apple Vision Pro Units Develop Identical Crack in Cover Glass

Friday February 23, 2024 4:46 am PST by
A small number of Apple Vision Pro owners have claimed that their headsets developed a hairline crack down the middle of the front cover glass, despite having never been dropped or mishandled. Photo of hairline crack in Vision Pro front glass (credit: Reddit user Inphenite) The first report was posted in the subreddit /r/VisionPro about 18 days ago, and several more have appeared in the last...
iOS 17

iOS 17.4 Will Add These New Features to Your iPhone

Monday February 19, 2024 6:52 am PST by
Apple last month confirmed that iOS 17.4 will be released in March, and the update includes several new features and changes for the iPhone. Key new features in iOS 17.4 include major App Store changes in the EU and Apple Podcasts transcripts. The update also adds new emoji and includes preparations for the launch of next-generation CarPlay later this year. More details about the new...
New Macs iPads iOS 17 4

What to Expect at Potential Apple Event in March: iPads, Macs, and More

Friday February 23, 2024 8:35 am PST by
Apple often holds its first media event of the year in March, so the company could be just weeks away from announcing new products. Below, we have outlined what to expect from a potential Apple Event this March. Past Apple Events in March Apple has held five events in March since 2015:Monday, March 9, 2015 Monday, March 21, 2016 Tuesday, March 27, 2018 Monday, March 25, 2019 Tuesday,...