An unlikely report from Apple analyst Ming-Chi Kuo means that the Apple Glasses launch may come as early as 2026 or 2027.
Whereas the emphasis of the report is that Apple Glasses gained’t be mass-produced earlier than these dates, the concept that the product may be simply three or 4 years out appears implausible based mostly on what we’re anticipating …
Background
Apple has lengthy been rumored to be engaged on two various kinds of AR/VR wearables: a mixed-reality headset that could be branded as Actuality Professional, and a a lot less-obtrusive AR gadget usually known as Apple Glasses.
The primary-generation Actuality Professional headset is predicted to be previewed at WWDC, and to launch later within the 12 months. It’s anticipated to be a really costly ($2-3K) gadget primarily aimed toward builders and different skilled customers. That is anticipated to be later adopted by a extra inexpensive mannequin focused at shoppers.
Apple Glasses are a really completely different idea. What we’re anticipating here’s a wearable that appears considerably like standard prescription eyeglasses, and that may overlay augmented actuality content material like Apple Maps instructions and notifications.
Apple Glasses launch
Kuo’s funding word says that:
Apple Glasses (not AR/MR headsets) […] will go to mass manufacturing in 2026 or 2027 on the earliest
We’ve outlined earlier than why this appears exceedingly unlikely.
Apple Glasses are at present a moonshot challenge. Making them do all of the issues anticipated of them, in a tool that has all-day battery life, which has a type issue much like prescription eye-glasses, and is inexpensive sufficient to be a client product (even an Apple one), is a massively formidable challenge. One which was at all times going to take a few years: It was by no means prone to comply with on in fast succession to the Apple Headset, gen 1 or gen 2.
There may be at all times the not possible of a first-generation product that’s considerably much less formidable than the anticipated performance, however that doesn’t fairly appear Apple’s fashion. It’s not going to launch a cumbersome gadget with a half-hour battery life. The corporate tends to let different manufacturers take early compromise merchandise to market, whereas Apple sits again and waits till it may possibly do the job correctly.
The underlying matter of Kuo’s report is on a brand new know-how designed to allow digicam lenses to suit into smaller areas – metalenses. Whereas present lenses require curved surfaces and a big depth, metalenses are flat lenses which may be thinner than a sheet of paper.
Kuo says that will probably be some years but earlier than metalenses can substitute digicam lenses in premium units like iPhones. The earliest we’re prone to see metalenses in front-facing cameras will probably be within the 2028 to 2030 vary, and even then solely within the lowest-end units.
Nonetheless, Kuo does count on to see Apple begin making the swap to metalenses subsequent 12 months for the Face ID array.
The provision chain is anticipated to begin mass manufacturing of Apple’s metalens in 2024, which is predicted to interchange the iPad’s plastic lens of the Face ID Tx […]
Ought to the metalens for the iPad in 2024 efficiently ships, iPhone Face ID will undertake metalens in 2025 or 2026 (the latter is extra probably at current).
He signifies that the primary use will probably be within the dot projector, whereas it could possibly be later used for the Face ID infrared digicam, too.
The flat type issue additionally makes metalenses splendid for Apple Glasses, and he says that the Cupertino firm is engaged on this. That in itself appears probably – his estimate of the quickest potential timescale a lot much less so.
Idea picture: Tech Division