Apple AR headset to feature M1 Mac levels of processing power, says analyst

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Analyst Ming-Chi Kuo has confirmed predictions that the first Apple AR headset will launch in late 2022, but now says it will be a much more powerful device than expected.

As a backup of his earlier claim that Apple will launch its first augmented reality headset in late 2022, Ming-Chi Kuo says it will be a standalone device.

Recent rumors have suggested that the first Apple AR headset is an accompaniment to the iPhone, as is the Apple Watch. Specifically, it has been thought that the headset would leave most of its processing to the iPhone.

Now, however, Kuo has in a note to investors said that the headset will have a main processor similar to the M1. In addition, it will have another processor that handles all sensor-related data processing, for example with eye tracking and gaze detection.

“[The] the sensor’s computing power is significantly higher than iPhones, “Kuo said.[The main processor will have] same level of computing power as Macs. The Power Management Unit (PMU) design of the high-end processor is similar to the M1 because it has the same level of computing power. “

Kup predicts that the headset will have two 4K micro-OLED screens, made by Sony, “which require significantly more computing power than the iPhone, and therefore need a Mac-level processor.”

Kuo further claims that the device will support a “comprehensive range of applications rather than specific applications.” So instead of being effectively tailored to specific AR purposes, it might be able to activate a headset App Store.

“Apple’s goal is to replace the iPhone with AR in ten years,” Kuo continues, “representing demand … [for headsets will] exceed at least one billion … in ten years. “

Kuo’s conclusion that may be based less on internal knowledge than on market analyzes.

“If the AR headset is only positioned as an accessory for Mac or iPhone, it will not be conducive to product growth,” he says. “An AR headset that works independently means it will have its own ecosystem and provide the most complete and flexible user experience.”

Separately, investment bank Morgan Stanley recently claimed that Apple will soon launch AR. It also informed customers that the AR field will see “lift” when Apple enters the market.


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