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Analyst Ming-Chi Kuo claims that 2025 will see a second Apple AR headset, but that it will also be available in both high performance and low cost variants.
Doubling up his recent prediction of delaying the first Apple AR headset to early 2023, Kuo also predicted more specific information about a sequel to it.
In his full report, Kuo has information about the first and second generations of Apple AR headphones.
He says, “The second generation of Apple AR/MR may have high-end and affordable models, and it will be launched in the first half of 25, and component suppliers will start shipping in the second half of 24.”
“Largan is likely to be a new supplier of Pancake lens for the second generation of Apple AR/MR headphones,” Kuo continues, “and is expanding production capacity for this order at its new factory in Taichung.”
He also predicts that “thanks to the second generation of Apple’s AR/MR product segmentation strategy and ecosystem”, sales could reach 10 million “as soon as possible in 2025 or 2026”.
For first-generation headphones, Kuo says “the main optical component [which directly affects] Visual experience and form factor design,” is the Pancake lens. The first headset will feature two Pancake units, “one for each eye,” which he says will become “a new growth engine for Apple’s optical supply chain.” “
Ming-Chi Kuo expects Genius to be the main supplier of Pancake lenses, and Young Optics will produce some. The same companies are also expected to offer lenses for the second generation of headphones.
Koe appears to have stopped writing previous investor diary reports around March 2022, and then initially started tweeting his predictions. Recently, he has been using Twitter to headline the full reports he publishes Average.
The tweets and reports range from specific information he received from the supply chain to his own assumption based on previous production cycles. The latter appears to be a combination of the two, with component manufacturers detailing, but more assumptions about pricing.
Kuo did not specify any pricing in dollars, preferring only to say “more affordable” about the second generation. However, previous reports have claimed that the first headset will cost around $2000.