According to reports, Apple has a number of suppliers for its first augmented reality headset, each of whom provided a crucial component for the device's launch. These components are unquestionably essential, but they're also to blame for the device's rumoredly exorbitant price, which is thought to be in the $3,000–$4,000 region. We analyze the five internal components of the headset, as well as which supplier will profit most from this collaboration with Apple, in the most recent forecast from a well-known analyst.
Who will benefit the most from the release of Apple's augmented reality headgear?
TF International Securities analyst Ming-Chi Kuo provided several launch-related forecasts in a blog post on Medium. Kuo first claims that the item would be announced during the forthcoming WWDC keynote and that Apple is well-prepared for its reveal. We will then discuss why the head-mounted wearable is anticipated to cost consumers a smaller fortune.
There will be a ton of components in the AR headset, including two TSMC chipsets, though Kuo withheld their official identities. Bloomberg's Mark Gurman, however, thinks that the M2, which will handle the more difficult tasks like playing back mixed reality content, will be the main SoC. Low-priority jobs may be handled by the secondary chipset, which would certainly free up some resources for the M2. More information is provided below, but in general, other components will be supplied by companies like Cowell, Goretek, and others.
According to reports, Cowell will gain the most from Apple's AR headset launch, perhaps as a result of the device's anticipated 12 camera units. With a dozen sensors anticipated to be located on the AR headset in various locations, a smartphone with three sensors might end up costing the corporation a lot of money. Kuo also thinks that the level of incoming investments for this particular category would be determined by this launch, despite the fact that he had earlier provided an unconvincing and depressing projection of shipments of 300,000 units for 2023.
Apple will only generate between $900 million and $1.2 billion in income, even if the price is as high as the $3,000–$4,000 range. The industry's expansion is probably counting on Apple's long-term investment in this sector, though. A cheaper, more consumer-friendly replacement for the AR headset is apparently being developed by the Cupertino behemoth. Naturally, we will review how well the item sold in the final three months of this year and inform readers of our results.