Kuo: Apple's Headset Coming End of 2022, Will Feature 'Pancake' Lenses
Apple's widely-rumored AR/VR headset is coming at the end of 2022, with shipments to ramp up in the first quarter of 2023, according to analyst Ming-Chi Kuo.

In a research note with TF International Securities, obtained by MacRumors, Kuo said Apple's headset will feature two "3P pancake lenses," which have a folded design that allows light to reflect back and forth between the display and lenses. This design can allow Apple to release a more compact and lightweight headset.
The Information last year shared the above render of Apple's supposed headset based on a "late-stage prototype" that it viewed. The report claimed the headset will have a curved visor with a soft mesh material, swappable headbands, and more.
Earlier today, display industry consultant Ross Young claimed Apple's headset will be equipped with three displays.
Popular Stories
OpenAI is said to be fast-tracking development of its first "AI agent phone," with the company now aiming to mass produce the device as early as the first half of next year, according to industry analyst Ming-Chi Kuo.
Late last month, Kuo revealed OpenAI's work on a smartphone, contradicting earlier reports that the company had no plans to enter the mobile market. Kuo said MediaTek and...
TSMC has been the exclusive supplier of Apple's systems-on-a-chip since 2016, but that 10-year streak could be nearing its end.
Apple supply chain analyst Ming-Chi Kuo today said that Intel has "kicked off" small-scale testing of lower-end iPhone, iPad, and Mac chip fabrication, with production expected to ramp up throughout 2027 and 2028. Kuo did not indicate exactly which of Apple's...
The iPhone 18 Pro and iPhone 18 Pro Max's all-new variable aperture lens will cost Apple 50% more than the camera unit used in current models, according to supply chain analyst Ming-Chi Kuo.
Variable aperture has been one of the most persistent iPhone camera rumors of the past few years. Kuo first flagged the feature in late 2024, and it has since been corroborated by multiple reports and...