Apple (AAPL) to Start Shipping Second-Generation AR/MR Headset in 2024, Release New iPhone SE in 2023 - TFI's Kuo

December 8, 2021 7:19 AM EST
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TFI Asset Management analyst Ming-Chi Kuo believes Apple (NASDAQ: AAPL) is likely to launch the second-gen AR/MR headset in the second half of 2024.

The analyst adds that Luxshare-ICT is the NPI supplier for a headset that likely means that Apple is preparing for a significant increase in headset shipments.

“We believe Apple's headset is the MR product that supports AR and VR. This product can seamlessly switch between AR and VR to provide an innovative headset experience. Apple has already started planning the second generation of the AR/MR headset device, implying that Apple has a clear long-term plan for headset products. The first-generation headset will likely weigh 300–400g, and we believe that weight improvement will be a key selling point for the second generation. We predict that Apple will design a new battery system optimized for headset devices in 2024–2026 at the earliest to reduce weight and improve mobility,” Kuo said in a client note.

Kuo also believes that Apple will launch a new iPhone SE in 2023 with a larger display and more memory support. New Apple Watch will likely come in the second half of the next year, and AirPods Pro 2 in Q4 2022.

Apple share price is up 0.5% in pre-open Wednesday.

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