After an initial $3,000 model for early adopters, Apple will offer a bifurcated lineup consisting of a more affordable AR/VR headset alongside a high-end unit in 2025.
The high ASP Pancake lens is the key optical component of Apple AR/MR, directly affecting the visual experience and form factor design.
The second-generation Apple AR/MR may have high-end and more-affordable models, which will launch in 1H25, and component suppliers will start shipping in 2H24.
Apple AR/MR shipments may reach 10 million units as soon as 2025 or 2026, thanks to the second-generation Apple AR/MR product segmentation strategy and ecosystem.
The first-generation Apple AR/MR will adopt two 3P Pancake modules (one for each eye). The total cost of the Pancake lenses is about $30–40 (USD), roughly equivalent to 20 high-end 7P lenses. It provides a new growth driver for Apple’s optical supply chain in the medium and long term. The cost of the second-generation Pancake lenses will likely increase to improve the visual experience and form factor design.
MacDailyNews Take: Apple’s smartgoggles will be cool, but it’s the subsequent Apple smartglasses that will change the world.
Augmented Reality is going to change everything. — MacDailyNews, July 21, 2017
Someday, hopefully sooner than later, we’ll look back at holding up slabs of metal and glass to access AR as unbelievably quaint. — MacDailyNews, July 28, 2017
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People are going gaga over this story/speculation, but all we really want is an Apple TV with a better chip, and an Apple Controller in the box 😛
this.
Snowcrash is worth the read, so see where Apple wants to go.
What I think should proceed…
-Spell check that works. No Apple user should have to get an answer from Google.
-Music that feels like it’s for enjoyment…not feeling like one is owned by Apple. It used to be a pleasurable aspect of being an Apple user. I like to own and have purchased boatloads f/ Apple. Not any more.
So, Apple will release something that’s expensive and it’ll get cheaper.. great story!