Ming – Chi Kuo, a famous Apple analyst working at TF International Securities, believes that the future of Apple will depend on its release of Apple Car and AR Glass in addition to its constantly growing service business .
Analysts said that Apple Car will be released in 2023 – 2025. Apple cars and hardware are rumored someday for the time being. As with CarPlay's mechanism, Apple is purely focused on software and there are rumors that it licenses its software to third-party manufacturers, but Apple still suggests hardware and Kuo here It is what I am doing.
The reasons are as follows. (1) Because it is redefined by new technology, potentially huge replacement demand is emerging in the automobile sector. This case is the same as the smartphone department 10 years ago. (2) Apple's technical advantage (such as AR) redefines the car and differentiates Apple Car from other companies' products. (3) Apple's services will significantly expand by entering the huge automobile finance market through Apple Car, (4) Apple will compete with potential competitors in the consumer electronics field with current competitors in the automotive industry More hardware, software, sectors.
Mr. Kuo believes that on a small, inexpensive timeline, Apple will add another piece of hardware to the lineup by providing an experience of Augmented Reality using AR glasses. I believe this will begin in 2020. I work with AR implementation software using ARKit. The next logical step is to introduce hardware combining software …