In 2022, in the same note that Apple analyst Ming-Chi Kuo said that the company will launch a new AR headset, he also predicted that the iPhone will be alive for another 10 years, and after that, Apple will replace it with AR. . Analysts are not alone and it is not today that analysts are discussing the end of the iPhone. Apple has changed its strategy to integrate “Services” between its Hardware products and its Software, two years ago.
Although Apple is the most valuable company of all time, CEO Tim Cook knows that a business cannot rely too much on one product, and as of today, half of the company’s revenue is still all about iPhone.
With that in mind, Apple analyst Ming-Chi Kuo believes that Apple’s future is linked to the true enhancement and success of Apple’s AR headset.
Apple’s goal is to replace the iPhone with AR in 10 years, representing the demand for ABF that AR headsets will exceed at least one billion pieces in ten years. Apple’s only ABF manufacturer, Unimicron, will be a leading supplier.
While it is not clear whether the long-lasting Apple AR headset will work without the iPhone or not in its first generation, Kuo believes it will, as this could affect the success of the product.
If the AR headset is only available as an accessory for a Mac or iPhone, it will not be enthusiastic about the product development. A self-contained AR headset means it will have its own ecosystem and provide a complete and user-friendly experience.
The analyst also commented on the huge change the company would have to make if Apple really wanted to replace the iPhone in 10 years. specific applications, but the company will still have to sell “at least” 1 billion AR applications in 10 years:
Currently, there are more than one billion active iPhone users. If Apple’s market is to replace the iPhone with AR in 10 years, it means that Apple will sell at least one billion AR devices in ten years.