Kuo: Apple Headset Shipments Potentially Delayed Until Second Half of 2023

Mass shipments of Apple's long-rumored augmented reality/ virtual reality headset may be delayed until the second half of 2023 due to software-related issues, according to the latest information shared today.

Ian Zelbo created a rendering of an Apple headset.

Mass shipments of components for the headset are likely to start in the first half of the year, but mass shipments of fully assembled headsets may not start until the second half of the year, according to Kuo. If Apple announces it earlier in the year, the headset will launch in the second half of 2020.

It's a good time for Apple to announce a headset and an app development kit for the device at the upcoming WWDC in June.

Apple was going to launch the headset at a January media event and begin mass shipments in the second quarter of 2023, according to a previous report. He does not know if the delay will result in the January announcement being pushed back or if it will hurt sales.

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The mass shipment schedule of components is still likely 1H23/2Q23, but due to postponed mass shipment schedule of the end product, Apple MR headset shipment forecast in 2023 will likely be less than 500k units, which is lower than the market consensus of 800k-1,200k units. — 郭明錤 (Ming-Chi Kuo) (@mingchikuo) December 4, 2022

Apple's headset is expected to be a niche product and the company will ship less than half a million headsets in the next five years.

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