Apple Analyst: The headset will be a game changer

It is now an open secret that Apple is launching virtual reality headsets as the next new product category. The latest statements by CEO Tim Cook have fueled speculation again. Now the prominent Apple analyst Ming-Chi Kuo has once again commented on the subject.

As the expert from TF International Securities writes in a blog post, Apple will officially announce the AR/MR headset “probably in January 2023” – making big waves in the industry.

So far, Apple has primarily focused on augmented reality applications. With the planned headset, the group could also rely more on mixed reality (MR) and create an “excellent immersive experience” in which real and virtual elements merge. In this case, Kuo expects a sharp increase in demand for corresponding gaming and multimedia content for the new technology.

New impetus for Apple and its suppliers

The expert believes that the AR/MR headset is the most complicated product Apple has developed to date. Numerous existing suppliers of the group are already involved in the project and could benefit from the experience and innovative strength of the tech group. According to Kuo, Apple and its suppliers are due for a revaluation over the next two to three years, which could have a positive effect on share prices.

In addition, Apple will only really ignite the competition in this product category with the launch of its computer glasses. Rivals around the world would then attempt to emulate the Apple device. This, in turn, will trigger a period of rapid growth for the headset hardware industry and the associated service and content ecosystem.

The Apple headset will therefore be a “game changer” for the entire industry, predicts Ming-Chi Kuo.

Apple fans and investors are also eagerly awaiting the cyber glasses – after all, it would be the first completely new product category since the launch of the Apple Watch in 2015. The tech giant is still keeping quiet about it, but looking at future products helps ignore the recent very tense market environment.

In the somewhat friendlier US overall market, Apple shares gained more than two percent the day before and should also start trading with moderate gains this Friday. The AKTIONÄR’s buy recommendation still applies.

Notice of Conflicts of Interest:

The CEO and majority owner of the publisher Börsenmedien AG, Mr. Bernd Förtsch, has taken direct and indirect positions on the following financial instruments mentioned in the publication or related derivatives that may benefit from any price development resulting from the publication: Apple.

The author holds direct positions on the following financial instruments mentioned in the publication or related derivatives that can benefit from any price development resulting from the publication: Apple.

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