It has long been rumored that Apple is working on an augmented reality headset, and in a new announcement to investors, Apple analyst Ming-Chi Kuo said he expected the Apple Glasses to be on the market in 2022 at the earliest.
Taiwanese side DigiTimes also said recently that Apple’s AR glasses could hit the market by 2022 as suppliers work to drive development, and The information has also proposed a launch date for 2022. Rumor has it that Apple’s first AR headset will be similar to Facebook’s Oculus Quest, but with a sleeker design that uses fabrics and lightweight materials to make it comfortable to wear over long periods of time.
“Apple Glasses” may have a high-resolution display and is likely to rely on the iPhone to improve computing performance and keep it slim and light. A new operating system, rOS (or Reality OS), is expected to run on the glasses, and Apple is exploring touch panels, voice activation, and head gestures as a means of control.
Kuo said in the same note that Apple is working on two new iPad models, including a 10.8-inch iPad and an 8.5 to 9-inch iPad mini. These new iPads are expected to be launched in the second half of 2020 and the first half of 2021.
We expect Apple to launch the new 10.8-inch mini models “iPad” and 8.5 to 9-inch “iPad” in 2H20 and 1H21 respectively. GIS will be the main supplier of touch panels. The two new iPad models will follow the product strategy of the iPhone SE. Sales arguments are the affordable price and the introduction of fast chips. We believe that GIS will be the primary supplier of touch panels for these two new affordable “iPad” models, as Megasite is the largest medium-sized touch provider thanks to Megasite’s cost advantages. We believe that two new affordable “iPad” models will contribute significantly to GIS sales, as affordable models account for 60-70% of total “iPad” deliveries.
Kuo believes the two new iPad models will follow iPhone SE’s product strategy, which means affordable prices. At 10.8 and 8.5 to 9 inches, both iPads would be larger than the current models.
The existing low-cost “iPad” is 10.2 inches, while the current “iPad” mini is 7.9 inches. It is not clear whether Apple wants to introduce larger tablets or increase the available screen size by reducing the front panel.
Kuo previously said Apple is working on an “iPad” mini with a mini LED display that could be released in late 2020. However, it is not clear whether the larger “iPad” mini mentioned in today’s note is the same “iPad” mini that will receive a Mini LED display.