TF Worldwide Securities’ analyst Ming-Chi Kuo on Thursday tweeted out his uncertainty over whether or not Apple’s mixed-reality headset “will seem at WWDC 2023.”
Ming-Chi Kuo by way of Twitter:
As a result of Apple isn’t very optimistic concerning the AR/MR headset announcement recreating the astounding “iPhone second,” the mass manufacturing schedule for meeting has been pushed again by one other 1-2 months to mid-to-late 3Q23. The delay additionally provides uncertainty as to if the brand new system will seem at WWDC 2023, because the market broadly expects. Moreover, as a result of delay in mass manufacturing for meeting, the cargo forecast this 12 months is simply 200,000 to 300,000 items, decrease than the market consensus of 500,000 items or extra.
The primary issues for Apple not being very optimistic relating to the market suggestions to the AR/MR headset announcement embrace the financial downturn, compromises on some {hardware} specs for mass manufacturing (resembling weight), the readiness of the ecosystem and functions, a excessive promoting value (USD 3,000-4,000 and even increased), and so on.
MacDailyNews Take: Our little birdie says, “Apple wouldn’t wish to miss revealing its mixed-reality headset at WWDC because it’ll be as much as the builders to feed it with killer apps… Apple revealed software program and {hardware} after which set launch dates out into the long run earlier than. See iPhone. It’s extremely possible that the headset is unveiled at WWDC in June when a lot consideration is concentrated on Apple. Public availability might not be quick.”
Please assist assist MacDailyNews. Click on or faucet right here to assist our impartial tech weblog. Thanks!
Help MacDailyNews at no additional price to you by utilizing this hyperlink to buy at Amazon.
