![]() ![]() More info (Apple revenues from the headset may be in the billions) ![]() So this entry is going to validate all the work we did the past years, and will also facilitate our access to grants and investments. When Apple enters a market, it means that it starts being consumer ready. So let’s not overhype this device, we’ll need more iterations to arrive at mainstream XR.īut anyway, tomorrow will mark a watershed moment for our beloved XR technology. All analysts agree that the growth of XR is going to take time, and a report by Morgan Stanely sees the Apple XR market going to grow significantly in the consumer space around 2030 and later. 1M anyway would represent a $3B revenue for the company, making Apple one of the companies with the biggest revenues from the sales of XR headsets alone. I don’t expect huge sales of this device, probably less than 1M units, exactly because it is expensive and without a clear purpose. My question anyway is: can developers find now for Apple use cases that no one has found in the latest 10 years of VR? I’m not so sure… Apple needs developers to start playing around with the SDK of this device, create applications, and find uses, so that later it can see what is more popular and adjust accordingly its strategy for the launch of the next model, which should happen next year. The iPhone is so invaluable because of the million apps you can use on it. WWDC is important as a moment to launch it because Apple absolutely needs developers to create the use cases. Of course, this theory has its problems, too: TVs can be watched by many people together… but spending 12,000$ to make a family of 4 people watch TV together seems a bit too much.įor sure the headset won’t be only about games, but Apple is going to propose it as an extension of existing Apple devices. This giant virtual screen may also be used to extend the screen of your laptop. And Apple has the content to show on these virtual TVs (think about Apple TV or the acquisition of NextVR). TVs have an enormous market that Apple can try to enter with this headset. A huge QLED TV can cost $2000, so spending $1000 more to have a giant virtual screen in every room of your house may make sense. The interesting theory of Meta’s Anand Dass (which reminds a lot of the theory by Robert Scoble) is that Meta is not going for the XR headsets market, which is a niche, but it is going to disrupt another huge market, proposing the headset as an alternative. Until now we had some leaks about Facetime and other similar apps, but I don’t think this is a use case for which people are going to rush to buy this device. Because all the technology in the world is useless if it has no purpose. What Apple should sell is why this headset matters. If people were interested in those, they would have bought a Quest 2 for $300, instead of waiting for a $3000 headset. How is Apple going to sell this headset? For what purpose? Because if Apple is just going to repeat the same use cases of the HTC Vive and Meta Quest 2, but selling it at $3000, it is just going to fail spectacularly. That’s why the headset should be available by the end of the year, and my bet is that Apple is trying to have it ready before the holidays.īut the big question is the “how”. The headset should also provide hand tracking, eye tracking and reverse passthrough, so people should be able to see the eye of the wearer.Īccording to the latest rumors, all this technology in a single package is very hard to manufacture, and Apple is having problems with the production line. It should run on top of an M2 chipset, which is much more powerful than the processing unit of the Quest 2, 4K displays per eye with strong HDR (a rumor talks about a 5000-nits display, about which many are lost in the optical path), a quite nice FOV. Let’s start from the “what”: on the technical side, we have some ideas on how the headset will be: standalone, with a cool design, lightweight with a battery pack attached to it via a cable. My big questions are “how” it is going to happen and “what” is going to happen. So I’m almost sure it is going to happen. Two VR journalists have been invited to the event, the motto of the event has become “Code new worlds”, plus all the Apple “analysts” agree the launch is tomorrow. ![]() We are not 100% sure, but there are too many hints, cues, and rumors that I would say we are at 95% chances. Tomorrow, June, 5th, Apple will most probably launch its Apple Reality Pro headset. ![]() Top news of the week (Image by Apple) How is Apple going to launch its headset? ![]()
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