Apple’s first AR may set to be launched in Y2027 or later, incorporating Micro-LED display and waveguide optics.
November 03, 2023
Key Takeaways:
- We check that Apple is currently in the R&D stage of its first AR (Augmented Reality) product, with a planned launch in Y2027 or later.
- Regarding Apple AR's optical solution, it integrates a PDLC (Polymer-dispersed Liquid Crystal) film, waveguide lens, and LED eye-tracking substrate.
- Apple's AR product may be aimed to the consumer base, with the potential for the shipment to reach over a million units.
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Authors
Eddie Han
Eddie Han, Sr. Analyst/Research Director at Isaiah Research, has been studying smartphone industry for 10+ years. Focus on smartphone and the related components supply chain research. Master in Social Enterprise, Fu Jen Catholic University, Taiwan. Currently as the Sr. Analyst/Research Manager of Smartphone Team at Isaiah Research and lead 3+ members to work on supply chain analysis from smartphone(Apple/Android), 5G, RF, camera, display to XR research with a solid methodology. Business development and customer management include top-tier smarphone brands and components vendors. Used to work as Sr. Industry Analyst/Section Manager for 10+ years at Market Intelligence and Consulting (MIC). Conduct 150+ smartphone industry reports on OEM/EMS/ODM shipment tracker, application processor, radio frequency, display and 5G communication related research.
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