On the same note that Apple analyst Ming-Chi Kuo says the company will release a new AR headset in 2022, he also predicts that the iPhone will live another 10 years, and after that Apple will replace it with AR.
It’s not as of today that analysts are discussing the end of the iPhone, and they’re not alone. It’s been a few years since Apple changed its strategy to add “Services” within its “Hardware” and “Software” products.
Even though Apple is the most valuable company of all time, CEO Tim Cook realizes that a company can’t rely so much on a single product and, to this day, half of the company’s revenue is still devoted to the iPhone.
With that in mind, Apple analyst Ming-Chi Kuo believes that Apple’s future is tied to augmented reality and the success of Apple’s AR headset.
Apple’s goal is to replace the iPhone with AR in ten years, which represents ABF’s demand for AR headsets will exceed at least one billion pieces within ten years. Apple’s sole ABF supplier, Unimicron, will be the primary beneficiary.
While it’s not clear whether this Apple AR headset will work without the iPhone or not in its first generation, Kuo believes it will, as it could represent the success of the product.
If the AR headset is positioned only as an accessory for the Mac or iPhone, it will not be conducive to product growth. An AR headset that works independently means it will have its own ecosystem and provide the most complete and flexible user experience.
The analyst also comments on the giant shift the company will have to make if Apple is serious about AR replacing the iPhone in ten years. He writes that not only will this product have to work with a “wide range” of applications rather than specific applications, the company will also have to sell “at least” a billion AR devices in ten years:
Currently, there are over a billion active iPhone users. If Apple’s goal is to replace iPhone with AR in ten years, that means Apple will sell at least one billion AR devices in ten years.
Do you think the iPhone will be going away soon? Do you think it will be replaced by some sort of AR device? Share your thoughts in the comments section below.
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