Earlier this week, Apple analyst Ming Chi Ku reported that Apple plans to replace the iPhone with an AR device in 10 years. While this will take a decade – if it ever happens – do you think the iPhone will ever run out?
In the note viewed by 9to5MacThe analyst wrote:
Apple’s goal is to replace the iPhone with the AR in ten years, which will exceed the ABF demand for AR headsets by at least one billion in ten years. Apple’s only ABF supplier, Unimicron, will be the biggest beneficiary.
Although reports of a mixed reality headset and an AR headset are still confused, one thing is certain: Apple is planning its next big product to be announced as early as next year.
This AR headset could be the product to replace the iPhone in a decade, and Kuo is making big bets. According to analysts, Apple will not only have to sell at least one billion of these devices in a decade, but it will also be a standalone product and will not need to be paired with an iPhone or Mac.
If the AR headset is only intended as an accessory for Mac or iPhone, then it will not be suitable for product development. An AR headset that operates independently means that it will have its own ecosystem and provide a very complete and flexible user experience.
Apple CEO Tim Cook has long argued that AR is also important to Apple’s future. In an interview, he said the technology was “critical” to the company’s future:
“In terms of AR, AR’s promise is that you and I are having a great conversation right now. I think your audience will also benefit from it. And so when I think about it in different fields, whether it’s health, whether it’s education, whether it’s gaming, whether it’s retail. , I already see AR starting in some of these areas.
Not only that, but a report shows that Apple’s CEO said he still wants to monitor “another major new product type” before stepping into the company.
Although everything points to the AR future, one thing still bothers me. Unlike the iPhone, which is perfect for tens of millions of users, an AR headset limits sound. What we can tell from Oculus, Meta’s Ray-Ban, Snap’s Spectacles, and other devices that mount cameras on glass is very difficult.
They are usually heavy, people are concerned about safety and privacy, some do not like to wear glasses at all, and it makes some people very nauseous. So, again, will Apple be able to create a device that is different?
Although Kuo points to an “AR future”, this does not mean that it is going to be cheap. Bloomberg Mark Grumman reports that Apple’s mixed reality headset will be expensive. While we don’t yet know how much Apple will charge for a pure AR device, it will probably cost more than the current $ 1,000 iPhone we all know.
So far, there are more questions than answers. Do you think Apple will replace the iPhone with an AR device in 10 years? Do you think the iPhone will ever go away? Vote in the polls and share your thoughts in the comments section below.
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