Just yesterday we learned that the metaverse is supposedly “off-limits” for Apple’s planned mixed reality headset. Now, a fresh report has claimed the device will use the same 96W power adapter as the latest MacBook Pro and will come loaded with a dual-chip setup, suggesting the headset will have some serious firepower under the hood.
The device is expected to blend augmented reality (AR) and virtual reality (VR), the result being a mixed reality (MR) headset that offers the flexibility to switch between AR and VR as you see fit. Previous rumors have suggested it will be bristling with around a dozen cameras, use high-resolution displays, and could also incorporate advanced gesture-recognition tech.
Today’s 96W power adapter claim comes from Apple analyst Ming-Chi Kuo, who has a good track record when it comes to Apple leaks and rumors. In a note to investors, Kuo states that “Our survey indicates that Apple AR/MR headset will use a 96W charger supplied by Jabil with the same specifications as the MacBook Pro to provide faster and more efficient charging for the Apple AR/MR headset.”
Using such a powerful adapter can only mean one thing, says Kuo: That the headset could perform incredibly well. After all, the 96W adapter is one of the most powerful Apple offers. The analyst went on to state that the adapter “proves that Apple AR/MR requires the same level of computing power as the MacBook Pro and is significantly higher than the iPhone.” That also backs up a claim in early 2021 from reporter Mark Gurman that some of the chips destined for the headset “beat the performance of Apple’s M1 Mac processors.”
Kuo’s latest report also touches on these chips. It states there will be two chips inside the device (something Kuo previously claimed in November 2021), one built on a 4-nanometer process and one on a 5-nanometer process. As Kuo notes, that’s “higher than our previous estimation and market consensus of one [chip].” But with that kind of juice, it’s unsurprising Apple’s headset might need such a beefy charger. And it suggests that Apple’s mixed reality device could be “about 2-3 years ahead of competitors’ products,” believes Kuo.
As well as that, this increased power expectation lends weight to the idea the headset will be on the more expensive side. Kuo had previously suggested it could cost around $1,000, but a more recent estimation of “several thousand dollars” from analysts at Display Supply Chain Consultants seems more likely given the dual chips the product could house.
Apple’s mixed reality headset might launch as early as this year, although Kuo expects it to come in limited quantities. After that, Kuo estimates Apple could sell 3 million units in 2023, 8-10 million in 2024, and 15-20 million in 2025 as the price comes down.
It’s looking more and more like Apple’s next big thing won’t be something that fits in your pocket or a bag. Rather it could be another wearable device. Analysts Ming Chi-Kuo said in November that Apple’s “goal is to replace the iPhone with AR in 10 years.” Here’s everything we know so far about Apple’s rumored mixed-reality headset.
2022 Apple headset: Latest rumors
February 9, 2022: iOS developer Rens Verhoeven has spotted a reference to realityOS in the App Store upload logs that likely signals Apple’s augmented reality/virtual reality headset is well along in development.
January 11, 2022: Ming-Chi Kuo reports (via Macrumors) that Apple AR headset will use the same 96W USB-C power adapter as the MacBook Pro, suggesting it will have a large battery.
January 5, 2022: A new report from Ming-Chi Kuo (via MacRumors) describes Apple’s lens setup as having a “pancake” design to make it lighter and more compact.
January 4, 2022: Display Supply Chain Consultants says Apple’s headset will have “an innovative display configuration, with three display modules.”
December 15, 2021: Ross Young of Display Supply Chain Consultants says volume estimates for the headset’s displays “look low” which could indicate a high price tag.
December 9, 2021: Another Ming-Chi Kuo report (via 9to5Mac) describes gesture-based navigation.
December 8, 2021: Ming-Chi Kuo reports (via 9to5Mac) that a second-generation headset is already in the works.
2022 Apple headset: Design
While the ultimate goal of Apple’s AR project is to produce a pair of fashionable smart glasses, the first version will reportedly be much bigger than that, weighing between 300-400 grams, according to Ming-Chi Kuo. According to reports, the first-generation Apple headset will be an Oculus-style headset with a knit mesh-wrapped body similar to the AirPods Max. It could look something like a sleeker version of Google’s Daydream headset, which also had a soft fabric body. A patent application for a “head-mounted display unit” also detailed several areas of adjustment, meaning comfort will be an area of focus.
However, we don’t know much else about the design of Apple’s AR device. While Jon Prosser reported that Apple is working on a prototype pair of AR glasses, more recent rumors suggest that a bona fide pair of glasses is likely still years away from production. In January, Ming-Chi Kuo reported that Apple will be using “pancake” lenses to keep the weight and bulk down.
Curiously, Kuo says Apple is already working on a second-generation model (via 9to5Mac) expected to launch in 2024 with a “significantly lighter” and “updated industrial” design.
2022 Apple headset: Display
As a mixed-reality device, Apple’s glasses are rumored to handle both virtual and augmented reality via a pair of high-resolution 8K screens using eye-tracking technology. The headset will reportedly feature more than a dozen cameras, according to The Information, which will project a real-world view onto the screens as if you were looking through clear glass. It will presumably use either OLED or mini LED and incorporate Apple’s Ceramic Shield coating as well.
In January, Display Supply Chain Consultants reported that the headset will have “three display modules” comprised of two Micro OLED displays and one AMOLED panel. According to the report, the tertiary OLED panel would be used for “low-resolution peripheral vision, thereby enabling a foveated display system” based on where the user’s focus is.
2022 Apple headset: Processor and specs
According to Kuo (via Macrumors), Apple’s AR headset will have two processors, with the higher-end processor having “similar computing power as the M1 for Mac” and the secondary chip responsible for “sensor-related computing.” The sounds like a lot of processing power for a headset, but if the headset needs to power a pair of 8K displays, it will need a hefty chip. Reports also say that it will need to be tethered to an iPhone, much like the original Apple Watch.
Kuo also reported that the headset will support Wi-Fi 6E, which is also rumored to come to the iPhone 14. It will also presumably have at least 8GB of RAM and a 256GB hard drive. We don’t know anything yet about the battery life, but Kuo says improving battery life will be a focus of the second-generation model. Kuo reports that the headset will come with the same 96W power adapter as the MacBook Pro, which suggests it will have a big battery.
Apple
2022 Apple headset: Apps and functionality
We don’t know yet what the user interface for Apple’s headset will look like, but it appears to be akin to a heads-up AR display that recognizes people and objects while also handling VR applications. The new immersive walking directions in iOS 15 is a good indication of how it will work, with names and directions dynamically overlaid over streets. In addition to maps, we expect apps for fitness, music, messages, and calls to be central to the experience.
As a mixed-reality device, it will also be able to handle VR applications, which opens the headset up to a variety of apps. Bloomberg’s Mark Gurman also said that gaming could have “a strong focus” on the platform as well as “media consumption.” He expects Apple will work closely with developers and media partners to create content that can be watched in VR on the device. Apple will likely lean into VR content with its own TV+ service as well.
Apple will also surely have apps dedicated to AR-type things, such as the Measure app and things like the tool that lets you see a 3D render of Apple products before you buy it. In a December report, Gurman additionally said the iPhone’s Animojis and VR FaceTime could be positioned as “the new-age Zoom.”
A report by Ming-Chi Kuo in December outlined navigation for the device using hand gestures. In a technical note obtained by 9to5Mac, he predicts that “the structured light of the AR/MR headset can detect not only the position change of the user or other people’s hand and object in front of the user’s eyes but also the dynamic detail change of the hand (just like the iPhone’s Face ID/structured light/Animoji can detect user’s dynamic expression change).” It’s likely that Siri will also play a prominent role in how users communicate with the headset.
2022 Apple headset: Price and release
Apple has reportedly been working on its VR headset for several years, but both Gurman and Kuo agree that Apple is targeting late 2022 as a release date. As a mobile accessory, it’s likely that it makes an appearance at the September iPhone event.
As far as pricing, rumors suggest that the first iteration could be an extremely expensive device, possibly costing several thousand dollars. In December, a Display Supply Chain Consultants report noted that volume estimates for the AR headset’s displays “look low for next year,” which likely indicates a high price tag (and low sales). With a price tag that’s out of reach for most people, the AR headset would mainly be a proof of concept device for diehards and developers, but no less exciting to the future of Apple wearables.
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