Various Apple analysts have claimed that the mass production of the AR glasses will not occur until 2022 or 2023. Ming-Chi Kuo said Apple wants to have “complete software, ecosystem, and services,” which Kuo cites as the reason why Apple could be planning to delay mass production from the second quarter of 2022 to the end of 2022.
According to Kuo, Apple has the “best industrial design solutions” for an AR/VR headset because of the headset’s complexity and the need for a comfortable fit. Kuo also believes that Apple has more of a design challenge in front of it because the company wants to go beyond games with AR/VR software. “The AR/MR HMD requires much more industrial design requirements than smartphones because the comfort of wearing them involves so many design details. Therefore, we believe Apple continues to test the best industrial design solutions so far.
The key to the success of the HMD lies in the software, ecosystem, and service. We believe that Apple is positioning its HMD for various applications, not just gaming applications, so the challenge of building software/ecosystem/services is significantly higher than current products/competitors.”
In general, Kuo expects head mounted displays to lead to the “next wave of user interface revolution” much like multi-touch on the iPhone. Apple will be able to change the market consensus that these kind of AR/VR devices are mainly for gaming, as the company “is the most capable of developing and promoting diverse applications.”
Michael Kozlowski has been writing about audiobooks and e-readers for the past twelve years. His articles have been picked up by major and local news sources and websites such as the CBC, CNET, Engadget, Huffington Post and the New York Times. He Lives in Vancouver, British Columbia, Canada.