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Report: Apple Mixed Reality Headset Delayed to Late 2023 Amid Decreased Confidence in Market Appeal

March 30, 2023 From roadtovr

Ming-Chi Kuo, a respected supply chain analyst, reports that Apple is tamping down enthusiasm for its upcoming mixed reality headset, which was rumored to see its big announcement at Apple’s Worldwide Developers Conference (WWDC) in June.

In a tweet, Kuo reports Apple is delaying release of its MR headset due to decreased optimism in recreating the “iPhone moment” the company was hoping to achieve with the device.

Kuo, an analyst at Asia-Pacific financial services group TF International Securities, is widely considered one of the most accurate voices in predicting Apple releases. Kuo has made many predictions in the past based on supply chain movements, including Apple’s 2020 switch to its own custom ARM-based processors for Mac computers, the 2019 release of a new MacBook Pro with a 16-inch display, and the release of the entry-level iPad with an A13 chip in 2021—just to name a few.

Kuo says Apple’s MR headset, which is reportedly codenamed N301, is being pushed back “another 1-2 months to mid-to-late 3Q23,” noting that the assembly line delay could mean we won’t see the new device at WWDC 2023 in early June as previously reported by The Financial Times earlier this month.

It was said Apple CEO Tim Cook was a leading force in pushing the device’s launch this year, something that’s reportedly been a source of tension between the Apple chief and the industrial design team since the company began efforts in 2016.

Furthermore, Kuo says that due to the device’s delay in mass production, “the shipment forecast this year is only 200,000 to 300,000 units, lower than the market consensus of 500,000 units or more.”

“The main concerns for Apple not being very optimistic regarding the market feedback to the AR/MR headset announcement include the economic downturn, compromises on some hardware specifications for mass production (such as weight), the readiness of the ecosystem and applications, a high selling price (USD 3,000-4,000 or even higher), etc,” Kuo concludes.

If you’ve been following with the Apple rumor mill for the past few years, you’ll know there are almost too many reports to name at this point. To simplify, we’ve included a list of the headset’s rumored features and specs which we’ve collated from those reports.

Take note, none of the info below has been confirmed by Apple, so please take it with a large grain of salt.

Rumored Apple MR Specs

  • Resolution: Dual Micro OLED displays at 4K resolution (per eye)
  • FOV: 120-degrees, similar to Valve Index
  • Chipset: Two 5nm chips. Includes a main SoC (CPU, GPU, and memory) and a dedicated image signal processor (ISP). Chips communicate via a custom streaming codec to combat latency.
  • Battery: Waist-mounted battery, connected via MagSafe-like power cable to the headset’s headband. Two-hour max battery life, although hotswappable for longer sessions.
  • Passthrough: ISP chip contains custom high-bandwidth memory made by SK Hynix, providing low latency color passthrough
  • Audio: H2 chip, providing ultra-low latency connection with the second-generation AirPods Pro and future AirPods models. No 3.5mm and possible no support for non-AirPod BT headphones.
  • Controller: Apple is said to favor hand-tracking and voice recognition to control the headset, but it has tested a “wand” and a “finger thimble” as alternative control input methods.
  • Prescription Lenses: Magnetically attachable custom prescription lenses for glasses-wearers.
  • IPD Adjustment: Automatic, motorized adjustment to match the wearer’s interpupillary distance.
  • Eye Tracking: At least one camera per-eye for things like avatar presence and foveated rendering
  • Face & Body Tracking: More than a dozen cameras and sensors capture both facial expressions and body movements, including the user’s legs.
  • Room Tracking: Both short- and long-range LiDAR scanners to map surfaces and distances in three dimensions.
  • App Compatibility: Said to have the ability to run existing iOS apps in 2D.
  • Price: $3,000 – $4,000

Design Rumors

  • Outer Shell: Aluminum, glass, and carbon fiber to reduce its size and weight. Cameras are largely concealed for aesthetic reasons.
  • Presence Displays: Outward-facing display can show user’s facial expressions and also presumably eye movements. Said to be an always-on display similar in latency and power draw of Apple Watch or iPhone 14 Pro.
  • Dedicated Passthrough Switch: Digital Crown-like dial on its right side to switch between VR and passthrough.
  • Headstrap: Various available, including consumer-focused headstrap similar in material to Apple Watch sport bands with built-in speakers. Unspecified, but different headstrap targeted at developers.

Filed Under: Apple, apple ar, apple mixed reality, Apple Mixed Reality Headset, apple mr, apple n301, apple reality, apple reality one, apple vr, apple xr, AR News, n301, News

Report: Apple’s MR Headset Could Come as Soon as This Summer

March 13, 2023 From roadtovr

Apple’s upcoming mixed reality headset has been the subject of many reports and rumors over the past few years—that’s just the nature of the Cupertino-based black box. Now a new report from the Financial Times alleges we may see the company’s first XR device unveiled this summer.

The headset, which is still unnamed, is allegedly nearing its big unveiling, which is said to take place in June 2023, or around when the company traditionally holds its Worldwide Developers Conference (WWDC).

The report maintains Apple CEO Tim Cook is the principal force pushing the device’s launch forward this year, which has apparently been a source of tension since as far back as early 2016.

The company’s operations team reportedly found itself at odds with the industrial design team, the former wanting to push out an early version of the headset while the latter hoped to delay in order to slim down the device.

Cook is ostensibly backing the operations team, as he allegedly hopes to push out the first version of the company’s XR headset, which is said to be targeting enthusiasts at an eye-watering $3,000 price point.

Citing sources familiar with Apple’s plans, the company is expected to only sell around one million units of the XR headset over the course of 12 months.

Relatively low sales targets notwithstanding—Apple sells 200 million iPhones per year—the company is expected to go in for a “marketing blitz” to attract prospective users.

According to a Bloomberg report earlier this year, Apple may be putting its plans to release a full AR headset on hold, as the company is allegedly planning what is described as a “lower-cost version” of its MR headset first. That cheaper version is said to target a 2024 or early 2025 launch window.

Note: This list of the headset’s prospective features and specs have been gathered from a few disparate reports. None of the below has been confirmed by Apple, so please take anything you read here with a large grain of salt:

Reported Apple MR Specs

  • Resolution: Dual Micro OLED displays at 4K resolution (per eye)
  • FOV: 120-degrees, similar to Valve Index
  • Chipset: Two 5nm chips. Includes a main SoC (CPU, GPU, and memory) and a dedicated image signal processor (ISP). Chips communicate via a custom streaming codec to combat latency.
  • Battery: Waist-mounted battery, connected via MagSafe-like power cable to the headset’s headband. Two-hour max battery life, although hotswappable for longer sessions.
  • Passthrough: ISP chip contains custom high-bandwidth memory made by SK Hynix, providing low latency color passthrough
  • Audio: H2 chip, providing ultra-low latency connection with the second-generation AirPods Pro and future AirPods models. No 3.5mm and possible no support for non-AirPod BT headphones.
  • Controller: Apple is said to favor hand-tracking and voice recognition to control the headset, but it has tested a “wand” and a “finger thimble” as alternative control input methods.
  • Prescription Lenses: Magnetically attachable custom prescription lenses for glasses-wearers.
  • IPD Adjustment: Automatic, motorized adjustment to match the wearer’s interpupillary distance.
  • Eye Tracking: At least one camera per-eye for things like avatar presence and foveated rendering
  • Face & Body Tracking: More than a dozen cameras and sensors capture both facial expressions and body movements, including the user’s legs.
  • Room Tracking: Both short- and long-range LiDAR scanners to map surfaces and distances in three dimensions.
  • App Compatibility: Said to have the ability to run existing iOS apps in 2D.

Design Rumors

  • Outer Shell: Aluminum, glass, and carbon fiber to reduce its size and weight. Cameras are largely concealed for aesthetic reasons.
  • Presence Displays: Outward-facing display can show user’s facial expressions and also presumably eye movements. Said to be an always-on display similar in latency and power draw of Apple Watch or iPhone 14 Pro.
  • Dedicated Passthrough Switch: Digital Crown-like dial on its right side to switch between VR and passthrough.
  • Headstrap: Various available, including consumer-focused headstrap similar in material to Apple Watch sport bands with built-in speakers. Unspecified, but different headstrap targeted at developers.

Filed Under: Apple, apple ar, apple mixed reality, apple mr, apple mr headset, apple reality, apple vr, apple vr headset, News

Report: Apple’s MR Headset Said to Include 120-Degree FOV, Waist-mounted Battery & Tons of Biometric Trackers

January 4, 2023 From roadtovr

Apple’s long-awaited mixed reality headset is still deep under wraps, although a recent report from The Information has shed what appears to be new light on some of the features coming to the fruit company’s first AR/VR headset.

There’s a lot of new information here, and of course, we can’t substantiate it even if we tried. We’ve restructured the main takeaways, courtesy of MacRumors, into a sort of fantasy spec sheet:

Reported Apple MR Specs

  • Resolution: Dual Micro OLED displays at 4K resolution (per eye)
  • FOV: 120-degrees, similar to Valve Index
  • Chipset: Two 5nm chips. Includes a main SoC (CPU, GPU, and memory) and a dedicated image signal processor (ISP). Chips communicate via a custom streaming codec to combat latency.
  • Battery: Waist-mounted battery, connected via MagSafe-like power cable to the headset’s headband. Two-hour max battery life, although hotswappable for longer sessions.
  • Passthrough: ISP chip contains custom high-bandwidth memory made by SK Hynix, providing low latency color passthrough
  • Audio: H2 chip, providing ultra-low latency connection with the second-generation AirPods Pro and future AirPods models. No 3.5mm and possible no support for non-AirPod BT headphones.
  • Controller: Apple is said to favor hand-tracking and voice recognition to control the headset, but it has tested a “wand” and a “finger thimble” as alternative control input methods.
  • Prescription Lenses: Magnetically attachable custom prescription lenses for glasses-wearers.
  • IPD Adjustment: Automatic, motorized adjustment to match the wearer’s interpupillary distance.
  • Eye Tracking: At least one camera per-eye for things like avatar presence and foveated rendering
  • Face & Body Tracking: More than a dozen cameras and sensors capture both facial expressions and body movements, including the user’s legs.
  • Room Tracking: Both short- and long-range LiDAR scanners to map surfaces and distances in three dimensions.
  • App Compatibility: Said to have the ability to run existing iOS apps in 2D.

Then there are some design rumors, which don’t fit so well into our fantasy spec sheet. The Information says it has reconfirmed these previously reported rumors.

Design Rumors

  • Outer Shell: Aluminum, glass, and carbon fiber to reduce its size and weight. Cameras are largely concealed for aesthetic reasons.
  • Presence Displays: Outward-facing display can show user’s facial expressions and also presumably eye movements. Said to be an always-on display similar in latency and power draw of Apple Watch or iPhone 14 Pro.
  • Dedicated Passthrough Switch: Digital Crown-like dial on its right side to switch between VR and passthrough.
  • Headstrap: Various available, including consumer-focused headstrap similar in material to Apple Watch sport bands with built-in speakers. Unspecified, but different headstrap targeted at developers.

Apple supplier Pegatron is said to have already assembled “thousands of prototype units of the headset” over the course of 2022 at its Shanghai-based facility.

According to four people with knowledge of the matter, The Information reports that Apple could price its MR headset around $3,000 or more depending on its configuration.

The report maintains the headset was initially supposed to launch in 2022, although by now it’s clear it’s obviously been delayed. A previous Bloomberg report alleged this was due to “overheating, cameras and software” having been stumbling blocks along the way to launch.

Filed Under: Apple, apple ar, apple mixed reality, apple mr, apple n301, apple vr, AR Headset, n301, News, Standalone VR Headset

Alleged Apple Trademarks Point to ‘Reality’ Branding for Long-rumored Mixed Reality Headset

August 29, 2022 From roadtovr

Multiple trademark filings spotted by Bloomberg over the weekend support the notion that Apple’s long-rumored mixed reality headset will be running under the ‘Reality’ naming scheme.

Trademark applications were filed earlier this month in the US, EU, UK, Canada, Australia, New Zealand, Saudi Arabia, Costa Rica and Uruguay for three names: Reality One, Reality Pro, and Reality Processor, Bloomberg reports.

The first two may differentiate classes of the rumored MR headset, much like iPhone 13 and iPhone 13 Pro, while ‘Reality Processor’ could be the platform’s SoC. The report maintains Apple may be using a M2 SoC with 16 GB of memory.

Furthermore, Bloomberg reports Apple’s MR headset will focus on VR versions of apps like Maps and FaceTime, different social apps, and media apps for “sports and movies in VR and gaming.” The trademarks also include a “health-related functions” feature.

None of the applications are registered to Apple by name—many were filed by ‘Immersive Health Solutions’—however the company typically uses shell corporations and small law firms across the globe to obfuscate its connection to forthcoming products. At the time of this writing are still marked as “pending”.

A trademark filed earlier this year which was attributed to Apple seemingly staked its claim to the name ‘realityOS’, or what could be the company’s mixed reality operating system. The trademark was initially filed just two months before ‘realityOS’ began showing up in Apple source code.

As per usual, Apple hasn’t said anything official or released any mention of its forthcoming MR headset from its black box headquarters in Cupertino. What we do know is based on reports, so take the following information with a grain of salt.

Apple’s first headset, which like Meta’s Project Cambria (possibly named Quest Pro), is said to feature VR displays and color passthrough cameras which will allow it to do augmented reality tasks—i.e. making it a mixed reality headset. Here’s what we (think) we know about Apple’s MR headset, codenamed N301.

Follow-up devices are said to include a headset codenamed N602, and a proper pair of AR glasses codenamed N421. Bloomberg maintains these devices may arrive sometime later this decade.

Filed Under: Apple, apple ar, Apple AR Headset, apple mixed reality, apple mr, apple mr headset, apple n301, apple vr, applen421, applen602, News

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