Apple to Launch Second-Generation AR/VR Headset by 2025: Kuo

Apple may release its second-generation AR/VR headset by the first half of 2025. Although Apple has yet to formally announce its plans to introduce a mixed reality device into its catalogue, a second iteration may offer high-end configurations as well as an entry-level price option.

TF International Securities’ Apple analyst Ming-Chi Kuo has had his finger on the pulse of Apple’s AR/VR headset. In a new Medium blog post, Kuo states that Apple may expand its offering of mixed reality devices. It may appear as though Apple could broaden its offering by folding in higher-end headsets while lowering the barrier of entry in regard to the price of others.

“The second-generation Apple AR/VR may have high-end and more-affordable models, which will launch in 1H25, and component suppliers will start shipping in 2H24. Apple AR/MR shipments may reach 10 million units as soon as 2025 or 2026, thanks to the second-generation Apple AR/MR product segmentation strategy and ecosystem.”

Perhaps this framework could see Apple introduce multiple SKUs, similar to the iPhone. Apple may be looking to position a ‘Pro’ and ‘Pro Max’ headset option with high-end configurations while providing some sort of base flagship for an entry-level option.

The latter should come as a relief to some. Although Apple has not revealed any details on its headset, reports claim that the first generation headset may cost upwards of $3,000 USD (roughly $3,899 CAD). The headset will reportedly feature a sleek design made of lightweight fabrics and materials. Additionally, it may be comprised of two 4K micro OLED displays, 15 camera modules, eye tracking, hand gesture controls, and be powered by a similar processor to the M1.

According to Kuo, Apple is primed to reveal the first headset this coming January. After making the industry wait on bated breath, Apple may not be making us wait too much longer before releasing the product. Previously, Kuo noted that Apple could very well launch the headset prior to WWDC 2023.