Ming-Chi Kuo: Apple could sell more than a billion pairs of AR smartglasses

Apple will launch an augmented-reality headset in the fourth quarter of 2022, and could sell more than a billion of the new glasses over the next 10 years, TFI Asset Management analyst Ming-Chi Kuo wrote in a research note to clients on Friday.
“Apple Glasses” concept designed by Martin Hajek for iDrop News
Eric J. Savitz for Barron’s:

Kuo predicts the AR device will have “Mac-level” computing power, equipped with two processors, including one chip similar to the M1 processor found in Macbooks, and a second processor to handle sensor-related computing. He also predicts the Apple AR headset will come with two Sony 4K Micro OLED displays, giving it the power to also handle virtual-reality applications. And he says that the headset will operate independently, without relying on ties to a Mac or iPhone.
Kuo also asserts that Apple’s goal is to replace the iPhone with AR hardware within 10 years. Based on the current iPhone installed base, he asserts that the new device has a market opportunity of more than 1 billion devices over the next decade.

MacDailyNews Take: As with iPhone, Apple’s AR glasses will usher in a completely new age. Just as there is a clear delineation in time between “Before iPhone” and “After iPhone,” so, too, it shall be with Apple’s AR glasses.
As iPhone was to Nokia and Apple Watch is to Swatch, Apple Glasses will be to Ray-Ban et al. – MacDailyNews, March 8, 2019
Once Apple’s augmented reality smartglasses are released, people are going to want to wear them during every waking hour. – MacDailyNews, February 26, 2019
Someday, hopefully sooner than later, we’ll look back at holding up slabs of metal and glass to access AR as unbelievably quaint. — MacDailyNews, July 28, 2017
The impact of augmented reality cannot be overstated. It will be a paradigm shift larger than the iPhone and the half-assed clones it begat. — MacDailyNews, August 4, 2017
Augmented Reality is going to change everything. — MacDailyNews, July 21, 2017
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[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]
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