Apple analyst Kuo claims headset faces 1-2 month delay, prompting uncertainty over WWDC start

Apple analyst Kuo claims headset faces 1-2 month delay, prompting uncertainty over WWDC start


Tim Prepare dinner for the duration of WWDC 2022 Event

Supply: Apple

Apple’s widely anticipated mixed-reality headset may not be all set in time for the company’s June WWDC event, leading Apple analyst, TFI Securities’ Ming-Chi Kuo, wrote on Twitter Thursday.

Kuo tweeted that the corporation wasn’t optimistic that the yearslong challenge would get the “astounding ‘iPhone moment'” reception that Apple had hoped for, prompting a slowed production plan to “mid-to-late” 3rd quarter 2023. He mentioned Apple pushed again mass assembly by yet another 1-2 months to mid-to-late Q3.

related investing news

Citi upgrades Lululemon shares to buy, citing strong brand momentum

CNBC Pro

In the previous, nevertheless, Apple has teased some of its new goods months ahead of they start. The Apple Look at was introduced in Sept. 2014 but did not launch until eventually April 2015.

Kuo explained the major considerations for Apple are the broader economic downturn, “compromises” the firm built for the sake of mass generation, an uncertain ecosystem and developer reception, and a somewhat significant price. Kuo anticipates Apple will value the headset from $3,000 to $4,000, or extra.

Apple expects to offer at most 300,000 headsets in 2023, Kuo wrote. Bloomberg noted Sunday that Apple executives imagine the corporation will market “about a million models” of the headset, which Bloomberg reported would be dubbed the “Reality Professional” or “Reality A single,” in the initially full 12 months of revenue.

The ideal hope for Apple is that headset development matches the trajectory of the Apple Watch, evolving from a “smaller portion” of the company’s business enterprise into a “centerpiece,” Gurman wrote.

Kuo is regarded as a single of the most precise Apple analysts, and has documented on Apple’s shifting technique to the launch of its lengthy-awaited headsets.

Apple did not immediately answer to a request for remark.



Resource

Microsoft looked at buying Cursor before SpaceX deal, sources say
Technology

Microsoft looked at buying Cursor before SpaceX deal, sources say

Microsoft CEO Satya Nadella speaks during the Microsoft AI Tour event in Munich, Germany, on Feb. 25, 2026. Sven Hoppe | Picture Alliance | Getty Images Prior to SpaceX’s announcement this week that it’s obtained the right to acquire Cursor for $60 billion, Microsoft looked at a potential deal for the AI coding startup, according […]

Read More
Meta is tracking employee keystrokes on Google, LinkedIn, Wikipedia as part of AI training initiative
Technology

Meta is tracking employee keystrokes on Google, LinkedIn, Wikipedia as part of AI training initiative

Google, LinkedIn and Wikipedia are among hundreds of websites and apps where Meta plans to capture employee keystrokes and mouse clicks as part of a project to train its artificial intelligence models, according to internal messages viewed by CNBC. A new employee tracking tool, dubbed Model Capability Initiative (MCI), allows Meta to observe and collect […]

Read More
AI will boost productivity so ServiceNow won’t have to backfill open jobs, CEO says
Technology

AI will boost productivity so ServiceNow won’t have to backfill open jobs, CEO says

Bill McDermott, CEO of ServiceNow, speaking on CNBC’s Squawk On The Street outside the World Economic Forum in Davos, Switzerland on Jan. 21st, 2025. Gerry Miller | CNBC ServiceNow CEO Bill McDermott told CNBC on Wednesday that he expects the company to have the same headcount to begin 2027 as it did to start 2026, even […]

Read More