Kuo: Apple's AR/VR Headset Announcement is 'Last Hope' for Persuading Investors It Will Be the Next 'Star Product'

Rumors suggest that Apple will use the upcoming Worldwide Developers Conference to unveil its long-rumored AR/VR headset, and according to Apple analyst Ming-Chi Kuo, the device's introduction will mark an important milestone in Apple's efforts to persuade investors that it will sell.

apple ar concept 2 ornangeConcept render based on purported leaked information by Ian Zelbo

"Apple's announcement event is likely the last hope for convincing investors that the AR/MR headset device could have a chance to be the next star product in consumer electronics," Kuo wrote in a Medium article estimating upcoming virtual reality headset sales from Sony and Meta.

With Sony cutting production plans for the PS VR2 and an estimated 300,000 product lifecycle shipments for the Meta Quest Pro, Kuo believes there is "insufficient evidence" to indicate that AR/VR headsets can become the next major thing in consumer electronics.

As the unveiling of the AR/VR approaches, there has been growing skepticism that Apple will introduce a product that people actually want to buy. In late March, The New York Times cited Apple employees who were concerned about the usefulness and the price point of the headset. Some questioned whether the device is a "solution in search of a problem," unlike the iPhone and the iPad. There are also worries that it is not "driven by the same clarity" as other Apple devices.

Apple CEO Tim Cook earlier this week said that there have been "loads of skeptics" with everything that the company has done, but that Apple has succeeded anyway. "If you do something that's on edge, it will always have skeptics," he said. Cook said that Apple is "not interested in putting together pieces of somebody else's stuff," and that in markets it enters, the company wants to "control the primary technology."

While Kuo suggested in late March that Apple's AR/VR headset might not make an appearance at WWDC because Apple had pushed back its mass production timeline, Bloomberg's Mark Gurman on Sunday said that Apple still plans to announce the device during the WWDC 2023 keynote. Kuo has not walked back his delay suggestion, and his note today does not include a timeline for Apple's event.

Rumors indicate that the AR/VR headset will use 4K micro-OLED displays, dozens of cameras for capturing everything from a user's surroundings to their gestures and facial expressions, a lightweight, comfortable fit facilitated by an external battery, and a focus communication software.

A full rundown on what we know about Apple's plans for the AR/VR headset, which could be called the "Reality Pro," can be found in our roundup.

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

Top Rated Comments

JerryDon Avatar
14 months ago
Who the crap wants it anyway????
Score: 40 Votes (Like | Disagree)
mozumder Avatar
14 months ago
The fundamental design flaw of VR is that it blocks off vision.

No one wants to have their vision blocked off. It's not a viable concept. It will NEVER be viable.

Half the people are going to get dizzy, the other half are gonna knock over things and get injured.

Atari went through these concepts back in the 90's when they were developing a VR headset for their Jaguar game console. They ultimately gave up because of the injury liability problems.

Anyone that thinks VR will happen just isn't a smart product designer.
Score: 36 Votes (Like | Disagree)
dmx Avatar
14 months ago
With the negative leaks and the rumored high price tag, I’m not optimistic about this product. I hope Apple doesn’t ship something that is half baked just because they’ve spent a lot of time/money on it.

Don’t force it unless it’s really ready to go.
Score: 35 Votes (Like | Disagree)
Realityck Avatar
14 months ago
There's that same old concept rendering image again. Please something new next time.
Score: 22 Votes (Like | Disagree)
TheYayAreaLiving ?️ Avatar
14 months ago
Sorry, but I really don't think it is the next major thing in consumer electronics. In addition, It might sell well if Tim Cook does the demonstration of Apple's AR/VR headset himself. Live in person!
Score: 22 Votes (Like | Disagree)
Benjamins Avatar
14 months ago
lol almost like the rumor mill is begging apple to announce a VR headset to prove that they are not making crap up.
Score: 20 Votes (Like | Disagree)

Popular Stories

Delta Feature

Delta Game Emulator Now Available From App Store on iPhone

Wednesday April 17, 2024 9:58 am PDT by
Game emulator apps have come and gone since Apple announced App Store support for them on April 5, but now popular game emulator Delta from developer Riley Testut is available for download. Testut is known as the developer behind GBA4iOS, an open-source emulator that was available for a brief time more than a decade ago. GBA4iOS led to Delta, an emulator that has been available outside of...
iOS NES Emulator Bimmy Feature

NES Emulator for iPhone and iPad Now Available on App Store [Removed]

Tuesday April 16, 2024 11:33 am PDT by
The first approved Nintendo Entertainment System (NES) emulator for the iPhone and iPad was made available on the App Store today following Apple's rule change. The emulator is called Bimmy, and it was developed by Tom Salvo. On the App Store, Bimmy is described as a tool for testing and playing public domain/"homebrew" games created for the NES, but the app allows you to load ROMs for any...
iPhone 15 Pro Action Button Translate

All iPhone 16 Models to Feature Action Button, But Usefulness Debated

Tuesday April 16, 2024 6:54 am PDT by
Last September, Apple's iPhone 15 Pro models debuted with a new customizable Action button, offering faster access to a handful of functions, as well as the ability to assign Shortcuts. Apple is poised to include the feature on all upcoming iPhone 16 models, so we asked iPhone 15 Pro users what their experience has been with the additional button so far. The Action button replaces the switch ...
maxresdefault

Hands-On With the New App Store Delta Game Emulator

Wednesday April 17, 2024 12:19 pm PDT by
A decade ago, developer Riley Testut released the GBA4iOS emulator for iOS, and since it was against the rules at the time, Apple put a stop to downloads. Emulators have been a violation of the App Store rules for years, but that changed on April 5 when Apple suddenly reversed course and said that it was allowing retro game emulators on the App Store. Subscribe to the MacRumors YouTube channel ...
iOS 18 Siri Integrated Feature

iOS 18 Will Add These New Features to Your iPhone

Friday April 12, 2024 11:11 am PDT by
iOS 18 is expected to be the "biggest" update in the iPhone's history. Below, we recap rumored features and changes for the iPhone. iOS 18 is rumored to include new generative AI features for Siri and many apps, and Apple plans to add RCS support to the Messages app for an improved texting experience between iPhones and Android devices. The update is also expected to introduce a more...