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Apple Analyst Ming-Chi Kuo Assured in WWDC Headset Unveiling, 2nd Gen Anticipated in 2025


Impartial tech analyst Ming-Chi Kuo says Apple’s extremely anticipated blended actuality headset may be very probably set for its reported Worldwide Builders Convention (WWDC) unveiling in June. One other era can also be within the pipeline, Kuo maintains, which he suggests could come sooner or later in 2025.

Kuo, a long-time Apple analyst and revered determine in provide chain leaks, says in a Medium put up it’s “extremely probably” we’ll see an unveiling at WWDC. This comes regardless of earlier experiences of provide chain delays that may finally see the headset launch later this 12 months. He says Apple is “properly ready” for the announcement of the headset, which is rumored to price $3,000.

Ought to Apple’s MR headset announcement surpass expectations, Kuo suggests the machine will pave the best way for a transformative funding development within the business, as different makers comply with go well with to leap on the development.

A optimistic announcement at WWDC could possibly be a promising growth for the share costs of firms concerned within the headset’s manufacturing, Kuo maintains. Other than Luxshare-ICT, which the analyst says has an unique meeting settlement for the headset, firms akin to Sony (micro-OLED show), TSMC (twin processors), Everwin Precision (major casing provider), Cowell (12 digicam modules), and Goertek (exterior energy provide) could vastly profit from their involvements as unique part suppliers.

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Moreover, Kuo claims a second-generation Apple headset is predicted to enter mass manufacturing in 2025, which will probably be supplied in each a excessive and low-end model.

“Shipments of the 2nd era in 2025 are anticipated to be round ten instances these of the first era in 2023,” Kuo says in a separate Medium put up.

Exterior of the avalanche of leaks, and even a short tweet by Oculus founder Palmer Luckey stating Apple’s headset was “so good”, the entire business is ready for the June fifth keynote on the firm’s annual developer convention. One factor is for certain: whether or not a hit and miss, nonetheless you slice it Apple’s headset will probably be pivotal for the XR business as a complete.


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