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Analyst Ming-Chi Kuo has confirmed predictions that the first Apple AR Headset will hit the market in late 2022, but now says it will be a much more powerful device than expected.
Recent rumors suggest that the first AR headset from Apple Accompaniment to the iPhonelike that Apple watch is. In particular, it was believed that the headset would offload most of its processing to the iPhone.
Now, however, Kuo has said in a notice to investors that the headset will have a main processor that is the equivalent of the M1. In addition, it will have a second processor that will take over all sensor-related computing, for example with Eye tracking and Eye recognition.
“[The] The processing power of the sensor is significantly higher than that of the iPhone, ”says Kuo.[The main processor will have] the same processing power as Macs. The design of the power management unit (PMU) of the high-end processor is similar to that of the M1, as it has the same processing power. “
Kup predicts that the headset will have two 4K micro OLED displays from Sony, “which require significantly more computing power than the iPhone and therefore require a processor at Mac level”.
Kuo goes on to claim that the device will support a “full range of applications rather than specific applications.” So instead of being effectively tailored for specific AR purposes, it could perhaps enable a headset app store.
“Apple’s goal is to replace the iPhone with AR in ten years,” continues Kuo, “representing demand … [for headsets will] exceed at least a billion … in ten years. “
Kuo’s conclusion there may be based less on inside information than on market analysis.
“If the AR headset is positioned only as an accessory for the Mac or iPhone, it will not be conducive to product growth,” he says. “An AR headset that works independently means that it has its own ecosystem and offers the most complete and flexible user experience.”
Regardless, the investment bank has Morgan Stanley recently claimed that Apple will soon be launching AR. It has also advised customers that the AR field will “take off” once Apple enters the market.