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Analyst Ming-Chi Kuo has reaffirmed predictions that the first Apple AR headset will launch at the end of 2022, but now says it will be a much more powerful device than expected.
Recent rumors have pointed to the first Apple AR headset being an accompaniment to the iPhone, much as the Apple Watch is. Specifically, it has been believed that the headset would offload most of its processing to the iPhone.
Now, however, in a note to investors, Kuo has said that the headset will have a main processor that is the equivalent of the M1. What's more, it will have a second processor that handles all sensor-related computing, for example with eye tracking and gaze detection.
"[The] computing power of the sensor is significantly higher than that of the iPhone," said Kuo. "[The main processor will have] the same level of computing power as Macs."
That M1-level computing power is reportedly needed because the headset processor will have to drive two 4K micro-LED displays, made by Sony.
Kuo further claims that the device will support a "comprehensive range of applications," suggesting perhaps a headset App Store. Apple ultimately plans that a future version of the AR/VR headset will be both so capable and so powerful, that it effectively replaces the iPhone.
Separately, investment bank Morgan Stanley has recently claimed that Apple will be launching AR soon. It also advised clients that the AR field will see "liftoff" once Apple enters the market.