Apple analyst and industry insider Ming-Chi Kuo has predicted that with the company’s recent investments in the research and development surrounding Apple’s AR and VR headset, Apple may stop focusing on their iPhone devices. The much anticipated AR and VR headset, likely to release in the fourth quarter of 2022, is set to replace the iPhone devices over the next decade, according to Kuo. The future of Apple’s devices is ambitiously expected to be Augmented Reality (AR), and the popular iPhone devices will become obsolete over the course of the next ten years, according to him.
In his note to investors, Kuo stated, “Apple’s goal is to replace the iPhone with AR in ten years, representing the ABF for AR headsets will exceed at least one billion pieces in the next decade. Apple’s sole ABF supplier, Unimicron, will be the leading beneficiary.” He further mentioned that the Cupertino company will be launching their new AR headset in the fourth quarter of 2022.
Kuo mentioned, “Currently, there are more than one billion active iPhone users. If Apple’s goal is to replace the iPhone with AR in ten years, it means Apple will sell at least one billion AR devices in ten years.”
Owing to the huge popularity of their iPhone 13 series of devices, the tech giant has become the largest brand of smartphones in China recently. As of now, it is unclear whether or not the new AR headset device by Apple will be a standalone device, or will operate in conjunction with an iPhone or some other device. However, it may be expected that the headset will be able to support a ‘wide range’ of apps, with the company prioritizing diversity of functionality.