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.

apple mixed reality headset mockup feature purple
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.

Related Roundup: Apple Glasses

Top Rated Comments

lazyrighteye Avatar
8 months ago

I just don't understand how they're going to find mass consumer appeal at the rumored $3k pricepoint. At $1k these fly off the shelves, but $3k puts it into a very niche category (and Apple doesn't do specific business-oriented products like Microsoft does).
[[immediately stops setting cash aside]]
Score: 12 Votes (Like | Disagree)
nholm Avatar
8 months ago
I could not be less excited.
Score: 11 Votes (Like | Disagree)
UltimateSyn Avatar
8 months ago
I just don't understand how they're going to find mass consumer appeal at the rumored $3k pricepoint. At $1k these fly off the shelves, but $3k puts it into a very niche category (and Apple doesn't do specific business-oriented products like Microsoft does).
Score: 7 Votes (Like | Disagree)
TheYayAreaLiving ? Avatar
8 months ago
The report claimed the headset will have a curved visor with a soft mesh material, swappable headbands, and more.

“So, we can expect Apple to sell swappable headbands like how they sell for Apple Watches. Different types, colors, and patterns.”

Can you imagine how expensive it's going to be to repair the headset if one of the pancake cameras gets broken? Apple care + is going to be a must-have. ?
Score: 6 Votes (Like | Disagree)
DeLaSoul Avatar
8 months ago

As an Apple shareholder, I think investors are making way too big of a deal for Apple VR headset. It's not going to make a dent in Apple's bottom line for many years. Apple does not have killer apps for it and Apple does not have AAA gaming, which is what is driving most VR purchases today.

This is not a mass-market product in 2022. Probably not 2023 either. Maybe 2025 after 3 iterations, lower cost, and an app ecosystem.

What is a mass-market product is Apple Glasses that you can wear at all times throughout the day. Not a headset.

Also, Apple's failed HomePod product is a bit of warning for Apple VR. Yes, the hardware tech will be amazing and will be better than anything else out there. But it will be expensive. Facebook is basically selling the Occulus at hardware cost in order to drive up marketshare and then maybe make money from an appstore in the future. Apple will probably sell this for a much higher price than the Occulus which will make it a niche product, just like the Homepod.
FaceBook’s goal is to immerse you in their metaverse worlds and get you addicted, so they can totally track literally every move you make, and sell your wasted eyeball time to advertisers. That polarized rabbit hole of misinformation is going to be much deeper and darker.
Score: 5 Votes (Like | Disagree)
iPadified Avatar
8 months ago
What would be more interesting to know is how these devices will deal with not perfect eye sight.
Score: 4 Votes (Like | Disagree)

Related Stories

apple ar headset concept 1

Apple AR/VR Headset Potentially Delayed Until 2023 Amid Development Problems

Friday January 14, 2022 8:10 am PST by
Apple's long-rumored AR/VR headset could be delayed until 2023 after being beset with issues during the development process, according to Bloomberg. Concept render based on purported leaked information by Ian Zelbo Citing people familiar with Apple's plans, the report claims that Apple originally planned to launch the headset in 2021 and ship it this year. The company then set its sights on...
apple mixed reality headset mockup feature purple

Kuo: Second-Generation Apple AR Headset to Launch in 2024 With Lighter Design, Redesigned Battery System, and More

Tuesday December 7, 2021 11:27 pm PST by
Apple is already working on its second-generation AR headset, which will feature a lighter design, adopt a new battery system, and a faster processor, Apple analyst Ming-Chi Kuo said today in an investor note obtained by MacRumors. Apple is widely expected to launch its first-generation AR-focused device in 2022. That device has been previously reported to feature a processor with Mac-level...
apple ar headset concept 2

Apple's 'realityOS' for Rumored AR/VR Headset Referenced in Source Code

Wednesday February 9, 2022 2:12 am PST by
New references to "realityOS," the AR/VR operating system that will run Apple's rumored mixed reality headset, have been found in App Store upload logs and Apple open source code this morning. Concept render based on purported leaked information by Ian Zelbo Apple is working on at least two AR projects that include an augmented reality headset set to be released in late 2022 or 2023, followed ...
apple view concept right corner

First Apple Mixed Reality Headset Rumored to Focus on Gaming, Media, and Communication

Sunday December 5, 2021 9:34 am PST by
Apple's rumored augmented reality (AR) and virtual reality (VR) headset will focus on gaming, media consumption, and communication, according to Bloomberg's Mark Gurman. Concept render of Apple's rumored AR headset by Antonio De Rosa Gurman, who often reveals accurate insights into Apple's plans, outlined the broad use-cases that users can expect from the company's mixed reality headset in...
apple ar headset concept 2

Apple AR/VR Headset Again Rumored to Feature Micro OLED Displays While Samsung Readies 'Hologram' AR Device Competitor

Thursday February 24, 2022 6:28 am PST by
Apple's mixed-reality headset has again been rumored to feature advanced micro OLED displays, Korea's ET News reports. Concept render based on purported leaked information by Ian Zelbo Micro-OLED displays are built directly on to chip wafers rather than a glass substrate, which results in displays that are thinner, smaller, and more power efficient. They allow for pixel sizes in the range of...
apple mixed reality headset mockup feature orange

Apple's Upcoming AR/VR Headset to Require Connection to iPhone

Thursday September 2, 2021 10:08 am PDT by
The first AR/VR headset that Apple has in development will need to be wirelessly tethered to an iPhone or another Apple device to unlock full functionality, reports The Information. It will be similar to the WiFi-only version of the Apple Watch, which requires an iPhone connection to work. The headset is meant to wirelessly communicate with another Apple device, which will handle most of the ...
apple ar headset concept 2

Video: Would You Pay $2000+ for Apple's AR/VR Headset?

Friday February 11, 2022 12:35 pm PST by
Apple hasn't come out with a new product category since the 2018 launch of the HomePod, and there hasn't been a new wearable since the 2015 debut of the Apple Watch. That's set to change in the not too distant future, as Apple's AR/VR headset is nearing completion and will likely see a launch in 2023. Subscribe to the MacRumors YouTube channel for more videos. Rumors about the first head worn ...
apple mixed reality headset mockup feature purple

Report: Apple AR Headset With Rumored $2,000+ Price Tag to Enter Mass Production in Second Quarter of 2022

Wednesday September 22, 2021 6:17 am PDT by
Apple's augmented reality headset will enter mass production in the second quarter of next year, with a launch expected between the third and fourth quarter of 2022, according to a translated report from the Taiwanese version of DigiTimes. In June, Apple analyst Ming-Chi Kuo offered a similar timeline for Apple's AR headset, reporting it will launch sometime between April and June of next...

Popular Stories

iPhone 14 Pro Purple Rear Flat MacRumors Exclusive

iPhone 14 Pro Predicted to Start With Increased 256GB Storage Alongside Rumored Price Increase

Wednesday August 10, 2022 11:14 am PDT by
Earlier today, analyst Ming-Chi Kuo claimed iPhone 14 Pro models will be more expensive than iPhone 13 Pro models. Kuo did not reveal exact pricing, but he said that the average selling price of all four iPhone 14 models will increase by about 15% overall. While higher prices would be disappointing for customers, it is possible the iPhone 14 Pro and iPhone 14 Pro Max will offer increased...
iOS 16 battery percentage

Apple Limiting iOS 16 Beta 5 Battery Percentage Display to Select iPhones: Here Are the Supported Devices

Tuesday August 9, 2022 2:51 am PDT by
Apple this week brought back one of the most highly requested features from iOS users since the launch of the iPhone X in 2017: the ability to see your battery percentage directly in the status bar. Ever since the launch of the iPhone X with the notch, Apple has not allowed users to show their battery percentage directly in the status bar, forcing them to swipe down into Control Center to...
iPhone 14 Pro Lineup Feature Silver

Kuo: Apple to Increase Prices of iPhone 14 Pro Models

Wednesday August 10, 2022 8:22 am PDT by
Apple plans to increase the prices of iPhone 14 Pro models compared to iPhone 13 Pro models, according to analyst Ming-Chi Kuo. Kuo did not reveal exact pricing for the iPhone 14 Pro models. However, in a tweet today, he estimated that the average selling price of the iPhone 14 lineup as a whole will increase by about 15% compared to the iPhone 13 lineup. In the United States, the iPhone...
ios 16 beta 5 battery percent

iOS 16 Beta 5: Battery Percentage Now Displayed in iPhone Status Bar

Monday August 8, 2022 10:43 am PDT by
With the fifth beta of iOS 16, Apple has updated the battery icon on iPhones with Face ID to display the specific battery percentage rather than just a visual representation of battery level. The new battery indicator is available on iPhone 12 and iPhone 13 models, with the exception of the 5.4-inch iPhone 12/13 mini. It is also available on the iPhone 11 Pro and Pro Max, XS and XS Max, and...
battery percentage ios 16

Here's Why the iPhone Battery Status Icon in iOS 16 Is So Controversial

Wednesday August 10, 2022 4:34 am PDT by
In the latest iOS 16 beta, Apple has updated the status bar battery icon on iPhones with Face ID to display the exact percentage remaining rather than just a visual representation of battery level, and while the change has been largely welcomed, some users are unhappy with the way it has been implemented. In iOS 15 and earlier, battery percent has not been present on iPhones that have...
iPhone 14 Pro Purple Front and Back MacRumors Exclusive feature

iPhone 14 Is Just a Few Weeks Away: Three Tips to Prepare for the New iPhone

Wednesday August 10, 2022 4:08 am PDT by
The launch of the new iPhone 14 is just a few weeks away, meaning millions of iPhone customers will soon upgrade their existing iPhone or perhaps get an iPhone for the first time. Exclusive MacRumors iPhone 14 Pro renders by graphic designer Ian Zelbo Whether upgrading from an older model or this is your first iPhone, we've rounded up a few tips to help you prepare for the next flagship...
iPhone 14 Lineup Feature Purple

Color Options for All iPhone 14 Models: Everything We Know

Monday August 8, 2022 3:59 am PDT by
The iPhone 14 and iPhone 14 Pro models are rumored to be available in a refreshed range of color options, including an all-new purple color. Most expectations about the iPhone 14 lineup's color options come from an unverified post on Chinese social media site Weibo earlier this year. Overall, the iPhone 14 and iPhone 14 Pro's selection of color options could look fairly similar to those of the ...