TF Securities analyst Ming-Chi Kuo, in his latest investor note, says he believes Apple might release its AR glasses in 2020. On Friday, March 8, some more details on the augmented reality glasses were revealed. Kuo, who has a solid track record making predictions on unannounced Apple products using his supply chain sources, says Apple could start manufacturing the AR glasses in the fourth quarter of the year to prepare for a launch in 2020. However, setbacks could delay production until the second quarter of 2020.
The AR glasses are said to work mainly as a display and all other processing handled by an iPhone connected over a wireless connection. Compared to Microsoft’s Hololens, the glasses could also be lighter and much more comfortable, as an iPhone would handle all the processing power for the experience. It’s still not clear from Kuo’s note how the headset would pair — if via Bluetooth or Wi-Fi — but it could work similar to the Apple Watch. Apple’s AR glasses will be marketed as an iPhone accessory and primarily take a display role while wirelessly offloading computing, networking, and positioning to the iPhone.
Designed to be free of wires, once released, Apple could shake up the market for AR, virtual reality, and other mixed reality headsets. It would give Microsoft, Facebook, HTC, and others a run for the money. The Bloomberg report in November 2017, said the headset would run on a new custom operating system, based on iOS, and dubbed “rOS” for “reality operating system.”
What The CEO Has To Say About It:
Apple CEO Tim Cook has talked up the prospect of augmented reality several times, saying he views AR as “profound” because the technology “amplifies human performance instead of isolating humans.”
As Apple grapples with the new reality — iPhones are too expensive and people aren’t upgrading as often anymore — it could use a new product to bolster its current lineup of mature products (iPhone, iPad, Mac, Apple Watch). This may result in fewer prices of the glasses.
Will Apple’s AR Glasses Be Better Than Google’s Glasses?
AR glasses would make a lot of sense for Apple. Apple has made significant inroads with each new version of ARKit for creating AR apps for the iPhone and iPad. A HoloLens 2-like immersive experience will be provided that more realistically merges the real world with the virtual world that an iPhone or iPad screen can’t.
Apple should do what Google couldn’t with Glass. Apple should make a pair of AR glasses that don’t look stupid on your face that you’ll actually want to wear. AR glasses should be designed for home use or also appropriate for public use.
It’s believed the headset could offer both AR and VR-like experiences, although it’s unclear how because they’re fundamentally different. The AR glasses might also run on its own “rOS” (reality operating system) and come with its own app store.
Let’s wait and see if Apple’s AR glasses can beat Google’s Glasses as a must keep accessory.