JD.com Pledges 22 Billion Yuan Housing Support for Couriers as China’s Instant Retail Competition Heats Up 
Westpac Director Peter Nash Avoids Major Investor Backlash Amid ASX Scrutiny 
Moore Threads Stock Slides After Risk Warning Despite 600% Surge Since IPO 
Microsoft Unveils Massive Global AI Investments, Prioritizing India’s Rapidly Growing Digital Market 
Trello Outage Disrupts Users as Access Issues Hit Atlassian’s Work Management Platform 
Australia’s Under-16 Social Media Ban Sparks Global Debate and Early Challenges 
Trump Criticizes EU’s €120 Million Fine on Elon Musk’s X Platform 
Apple App Store Injunction Largely Upheld as Appeals Court Rules on Epic Games Case 
Trump’s Approval of AI Chip Sales to China Triggers Bipartisan National Security Concerns 
Mizuho Raises Broadcom Price Target to $450 on Surging AI Chip Demand 
Adobe Strengthens AI Strategy Ahead of Q4 Earnings, Says Stifel 
Air Force One Delivery Delayed to 2028 as Boeing Faces Rising Costs 
IBM Nears $11 Billion Deal to Acquire Confluent in Major AI and Data Push 
Nvidia Develops New Location-Verification Technology for AI Chips 
ANZ Faces Legal Battle as Former CEO Shayne Elliott Sues Over A$13.5 Million Bonus Dispute 
SpaceX Edges Toward Landmark IPO as Elon Musk Confirms Plans 
Rio Tinto Signs Interim Agreement With Yinhawangka Aboriginal Group Over Pilbara Mining Operations 
Apple is expected to enter the AR and VR space by next year with its first mixed-reality headset. While previous reports claimed it could be announced in early 2023, analyst Ming-Chi Kuo updated his predictions to suggest that mass shipments may be delayed.
Kuo shared his recent findings on Twitter on Sunday, citing his latest survey within the supply chain, that the Apple AR/VR headset’s availability could be moved later into 2023. Previous estimates suggested that the high-end device could be released in early 2023, but Kuo now believes that mass shipments could be delayed into the second half of next year.
“My latest survey indicates that the mass shipment schedule of Apple's MR headset may delay to 2H23 because of software-related issues (vs. the previous estimate of 2Q23),” the analyst said.
Kuo says mass shipment for the Apple AR/VR headset components “is still likely” to commence in the second quarter or first half of 2023. But the delayed retail launch of the actual device is expected to significantly lower the headset shipments for 2023 to less than 500,000 units. Previously, the tech giant was anticipated to ship between 800,000 and 1 million units.
These changes are expected to affect Apple's suppliers. Kuo said the company would be getting the AR/VR headset’s lenses from Largan, the pancake for chip manufacturing from Genius, the camera parts from Cowell, and the eye movement sensors from Primax.
There were reports that the Apple AR/VR headset could be unveiled as early as January 2023. But that was when the device’s release window was anticipated in the second quarter of next year. Kuo said it remains to be seen whether Apple will also change the media event for the high-end product. “But usually, if the time frame between the media event and end product mass shipment is too long, it's detrimental to promotion and sales,” Kuo added.
The reported issues related to the Apple AR/VR headset’s software were not specified. But tech fans got a recent update about the matter following Bloomberg’s report that the company internally changed the operating system’s name from realityOS to “xrOS.” The publication added that the “xr” in “xrOS” means extended reality, which is another commonly used term to refer to both virtual reality and augmented reality.
Photo by Laurenz Heymann on Unsplash
