Apple is set to unveil its much-anticipated AR/VR headset at its Worldwide Developers Conference (WWDC) on June 5, 2023, but according to Morgan Stanley analyst Erik Woodring, the devices won&https://adarima.org/?aHR0cHM6Ly9tY3J5cHRvLmNsdWIvY2F0ZWdvcnJ5Lz93cHNhZmVsaW5rPW1RV2d2eDdCWW93QXBic0NhZGZFZUZsZ2lIbmlrV21KemNWWXlVRnAzV21nMllWaGFZblZHZWxGNVVUMDk-8217;t be available in quantity until fall. Woodring&https://adarima.org/?aHR0cHM6Ly9tY3J5cHRvLmNsdWIvY2F0ZWdvcnJ5Lz93cHNhZmVsaW5rPW1RV2d2eDdCWW93QXBic0NhZGZFZUZsZ2lIbmlrV21KemNWWXlVRnAzV21nMllWaGFZblZHZWxGNVVUMDk-8217;s sources within the Apple supply chain indicate that the mixed-reality headset will enable users to switch between AR and VR modes using pass-through cameras and a dial. The built-in sensors and cameras will track hand gestures and eye movements to control the device, which is expected to mimic a 3D iPhone layout and have familiar apps, including Messages, Mail, TV, and FaceTime.
Woodring&https://adarima.org/?aHR0cHM6Ly9tY3J5cHRvLmNsdWIvY2F0ZWdvcnJ5Lz93cHNhZmVsaW5rPW1RV2d2eDdCWW93QXBic0NhZGZFZUZsZ2lIbmlrV21KemNWWXlVRnAzV21nMllWaGFZblZHZWxGNVVUMDk-8217;s expectation that the device won&https://adarima.org/?aHR0cHM6Ly9tY3J5cHRvLmNsdWIvY2F0ZWdvcnJ5Lz93cHNhZmVsaW5rPW1RV2d2eDdCWW93QXBic0NhZGZFZUZsZ2lIbmlrV21KemNWWXlVRnAzV21nMllWaGFZblZHZWxGNVVUMDk-8217;t ship in quantity until fall is entirely in line with current speculation, and he says that production won&https://adarima.org/?aHR0cHM6Ly9tY3J5cHRvLmNsdWIvY2F0ZWdvcnJ5Lz93cHNhZmVsaW5rPW1RV2d2eDdCWW93QXBic0NhZGZFZUZsZ2lIbmlrV21KemNWWXlVRnAzV21nMllWaGFZblZHZWxGNVVUMDk-8217;t begin until October, with general availability scheduled just ahead of the December holidays. Woodring&https://adarima.org/?aHR0cHM6Ly9tY3J5cHRvLmNsdWIvY2F0ZWdvcnJ5Lz93cHNhZmVsaW5rPW1RV2d2eDdCWW93QXBic0NhZGZFZUZsZ2lIbmlrV21KemNWWXlVRnAzV21nMllWaGFZblZHZWxGNVVUMDk-8217;s sources are anticipating building between 300,000 and 500,000 of the devices this year but expect to make 1.2 million of them in 2024, indicating that Apple&https://adarima.org/?aHR0cHM6Ly9tY3J5cHRvLmNsdWIvY2F0ZWdvcnJ5Lz93cHNhZmVsaW5rPW1RV2d2eDdCWW93QXBic0NhZGZFZUZsZ2lIbmlrV21KemNWWXlVRnAzV21nMllWaGFZblZHZWxGNVVUMDk-8217;s gross margins are close to break even.
However, the analyst thinks that the cost of Apple&https://adarima.org/?aHR0cHM6Ly9tY3J5cHRvLmNsdWIvY2F0ZWdvcnJ5Lz93cHNhZmVsaW5rPW1RV2d2eDdCWW93QXBic0NhZGZFZUZsZ2lIbmlrV21KemNWWXlVRnAzV21nMllWaGFZblZHZWxGNVVUMDk-8217;s reality headset will be a challenge to mass-market adoption. He believes to overcome the steep price point (of $3k to start) and entice early adopters, Apple will have to highlight entirely new mixed-reality applications/use cases and showcase exclusive content partnerships with leading developers to distance themselves from the incumbents. If Apple gets the introduction right, Woodring expects the mixed-reality goggles will become a $20-$70 billion a year business for Apple, accounting for up to 18% of revenue.
Apple&https://adarima.org/?aHR0cHM6Ly9tY3J5cHRvLmNsdWIvY2F0ZWdvcnJ5Lz93cHNhZmVsaW5rPW1RV2d2eDdCWW93QXBic0NhZGZFZUZsZ2lIbmlrV21KemNWWXlVRnAzV21nMllWaGFZblZHZWxGNVVUMDk-8217;s new reality headset is expected to provide new opportunities for users, and the &https://adarima.org/?aHR0cHM6Ly9tY3J5cHRvLmNsdWIvY2F0ZWdvcnJ5Lz93cHNhZmVsaW5rPW1RV2d2eDdCWW93QXBic0NhZGZFZUZsZ2lIbmlrV21KemNWWXlVRnAzV21nMllWaGFZblZHZWxGNVVUMDk-8220;Mac you can wear like sunglasses&https://adarima.org/?aHR0cHM6Ly9tY3J5cHRvLmNsdWIvY2F0ZWdvcnJ5Lz93cHNhZmVsaW5rPW1RV2d2eDdCWW93QXBic0NhZGZFZUZsZ2lIbmlrV21KemNWWXlVRnAzV21nMllWaGFZblZHZWxGNVVUMDk-8221; could transform the way we work in the long term. However, Woodring advises that the v.1 device must be seen as the start of the journey and not the endgame, suggesting that like the iPhone, the headset will become a platform for future evolution.
In addition to unveiling the AR/VR headset, Apple is expected to introduce new operating systems, services, and evolutions of existing services at WWDC. But most attention will be directed toward what&https://adarima.org/?aHR0cHM6Ly9tY3J5cHRvLmNsdWIvY2F0ZWdvcnJ5Lz93cHNhZmVsaW5rPW1RV2d2eDdCWW93QXBic0NhZGZFZUZsZ2lIbmlrV21KemNWWXlVRnAzV21nMllWaGFZblZHZWxGNVVUMDk-8217;s next in Apple&https://adarima.org/?aHR0cHM6Ly9tY3J5cHRvLmNsdWIvY2F0ZWdvcnJ5Lz93cHNhZmVsaW5rPW1RV2d2eDdCWW93QXBic0NhZGZFZUZsZ2lIbmlrV21KemNWWXlVRnAzV21nMllWaGFZblZHZWxGNVVUMDk-8217;s reality show. Enterprise professionals and consumers alike are eagerly waiting to see what new opportunities the mixed-reality headset will provide and how it will transform our digital lives.
