Kuo: software issues push Apple's mixed-reality headset to late 2023 - AppleInsider

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Apple's in-development mixed-reality headset could spot its motorboat pushed backmost from aboriginal 2023 to aboriginal successful the year, indicates expert Ming-Chi Kuo, with bundle issues causing an extended delay.

Apple's long-rumored and highly anticipated archetypal headset merchandise was thought to beryllium connected the horizon, with wide accumulation of the augmented reality and virtual reality headwear slated to statesman successful early 2023. However, portion hardware's getting prepared for manufacturing, different constituent whitethorn dilatory down its existent release.

According to TF Securities expert Ming-Chi Kuo, the Apple AR and VR headset whitethorn hold to the 2nd fractional of 2023 due to the fact that of "software-related issues." Kuo doesn't accidental what these issues could be, but it whitethorn subordinate to its operating system, known arsenic realityOS oregon xrOS.

The hold seems to lone interaction the wide shipment of finished products, alternatively than manufacturing itself. Kuo reckons the shipment docket for components volition inactive beryllium successful the archetypal fractional of 2023, perchance the 2nd quarter.

However, the hold successful shipments could beryllium a symptom for suppliers, with the headset thought to beryllium the "next captious maturation operator for the optical industry." Suppliers including Largan, Genius, Cowell, Primax, and others thought to beryllium successful the headset proviso concatenation whitethorn beryllium wounded by the "near-term marketplace sentiment" implicit the delay.

Despite the precocious shipment, Kuo doesn't cognize if determination volition beryllium a delayed media lawsuit to lucifer the delayed headset shipments, which would enactment specified an lawsuit aboriginal than the previously-estimated January. Kuo warns that if the timeframe betwixt the lawsuit and shipments of products is excessively long, "it's detrimental to promotion and sales."

As to however galore headsets Apple could produce, Kuo offers that the forecast volition "likely beryllium little than 500k units" for 2023, down from the marketplace statement of 800,000 to 1.2 cardinal units.