Apple's iPhone may be delayed.
On December 4th night, well-known apple analyst Guo Ming ð « creates in a twitter post, according to the latest survey, points out that because of "software related problems", apple mixed reality show equipment (MR) may be delayed until the second half of 2023 will produce goods, and previously forecast is the second in 2023
Guo Ming ð « creates, points out that the amount of components of output goods time may is still in the first half of 2023 or in the second quarter of 2023, but the goods time delay because of the amount of end products output, is expected in 2023 apple head of shipments to be less than 500000 units, and the market is generally believed that will be shipped in 800000 to 1.2 million
"It is not clear whether the press conference (previously estimated January 2023) will also be extended, but generally a long time between the launch and the bulk of the end product delivery will be detrimental to promotion and sales." Guo Ming ð « creates further
For delay delivery, the influence of Guo Ming ð « creates that AR (augmented reality)/VR (virtual reality) head show equipment is a key growth driver under the optical industry is market consensus, before the market expected the second quarter of 2023, a large number of shipments of apple's MR head device of the optical industry are out of season Therefore, the delayed shipment time of this product may adversely affect the market sentiment of the optical industry in the near term.
Suppliers, Guo Ming ð « creates pointed out that apple MR main optical head show equipment suppliers including large vertical light (lens), jade crystal light (pancakes), gao wei electronic module (phase), to stretch (eye tracking module
This is not a Guo Ming ð « creates the first expected apple AR/MR head equipment will be delayed After June 7, Guo Ming ð « creates on twitter that expected apple's AR (augmented reality)/MR (mixed reality) equipment shipping date will be postponed until the second quarter of 2023, in 2023 the first rather than market forecasts He said the development of Apple's headset has been affected by the pandemic.
Guo Ming ð « creates also had said that the apple AR/MR head show equipment into the production will take some He believed that if Apple announced an AR/MR Device and operating system at WWDC in 2022, competitors would immediately copy Apple's brilliant ideas and beat Apple to the shelf by 2023.
Notably, Apple is ramping up development of a mixed reality (MR) headset, the first major new product category since the Apple Watch, Bloomberg reported on Dec. 2, citing people familiar with the matter. Apple has also renamed its companion operating system, "xrOS," a sign of a coming soon.