Apple Analyst Sees Mixed Reality Headset Delay In 2023, Shipments Below Market Estimates On This Factor - Apple (NASDAQ:AAPL) - Benzinga

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Apple Inc AAPL whitethorn hold the wide shipment of its mixed world (MR) headset to the 2nd fractional of 2023, said Ming-Chi Kuo, an expert astatine TF International Securities.

What Happened: Kuo made his observations based connected his latest survey and stock them successful a Twitter thread Sunday.

The Taiwan-based expert said that the MR headset whitethorn look delays owed to “software-related issues.” He had antecedently said that the headset was expected successful the 2nd 4th of 2023.

Kuo revised the shipment forecast successful 2023 to little than 500,000 units, which helium said was little than the “market consensus” of 800,000 to 1,200,000 units.

The expert noted that the hold successful wide marketplace shipment of the Apple merchandise whitethorn “hurt optical industry's near-term marketplace sentiment.”

“The marketplace antecedently expected Apple's MR headset, which volition commencement wide shipments successful 2Q23, would beryllium a spotlight successful the debased play of the optical industry,” said Kuo.

Why It Matters: Previously, Kuo had said Apple’s augmented MR headset was delayed owed to its “complex design.”

Earlier, the Apple expert had pinned the deadline for engineering validation tests for the headsets to statesman successful the 3rd 4th of 2023. He had said astatine the clip that the Tim Cook-led institution would clasp a media event, related to the headset, successful January 2023.

Kuo expects the mixed world headset supplies to touch the 10 cardinal mark arsenic aboriginal arsenic 2025.

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