In particular, the company can convince investors of the prospects of this market
Well-known Tianfeng International analyst and insider Ming-Chi Kuo believes that Apple’s mixed reality headset may be the last hope of its segment.
There is currently little evidence that AR/VR headsets could be the next star product in consumer electronics for the foreseeable future. Apple’s announcement was probably the last hope to convince investors that an AR/MR headset has a chance of becoming the next such product.
Apple – the last hope of the market for virtual and augmented reality headsets?
To support his position, Kuo cites a number of statistical facts:
- Sony has cut its PS VR2 production plan for 2023 by around 20%.
- Total shipments of Meta* Quest Pro headsets are only around 300,000 units.
- Shipments of Pico (the largest Chinese brand of AR/VR headsets) in 2022 were more than 40% lower than expected.
At the same time, as you know, Apple has repeatedly proved that it can rethink the product already on the market so that it becomes very popular. So it was with the iPhone, and with the iPad, and with the Apple Watch.
*The Meta company and social networks of the organization, including Facebook, are recognized as extremist in Russia.
