Apple has begun planning for the second generation of AR/MR headsets and will release iPhone SE

This afternoon, Tianfeng International analyst Ming-Chi Guo issued a report saying that Apple has begun planning for the second generation of AR/MR headsets, with a shipment date of the second half of 2024 . Compared with the first generation, which is expected to be mass-produced at the end of the fourth quarter of 2022, the improvements of the second generation include lighter weight, design, battery system, and processor.

  • I believe that Apple's headset is an MR product that can support both AR and VR. The product can seamlessly switch between AR and VR during use to provide an innovative headset experience.
  • Judging from the fact that Apple has begun to plan the second generation of AR/MR headsets, Apple has a clear long-term plan for headset products.
  • The weight of the first-generation headwear product may be 300–400g, and it is believed that weight improvement will be one of the key selling points of the second-generation product.
  • It is estimated that Apple will design a new battery system optimized for headsets as early as 2024-2026, with the goal of reducing weight and improving mobility.

According to the report, Luxshare is the NPI supplier of Apple's second-generation AR/MR headset, and the first-generation is Pegatron. This means that Luxshare will be the sole supplier at least initially; Apple’s second-generation AR/MR headset shipments will increase significantly.

  • It is believed that the first-generation headset products will still be the focus of new product development in 2022, and the second-generation headset product development will begin to accelerate from the second quarter to the third quarter of 2023.
  • Generally speaking, Luxshare's strategy in Apple's supply chain is to only produce products with large quantities. Therefore, it is believed that the annual shipment volume of Apple's second-generation AR/MR headsets will reach tens of millions.
  • Apple’s AR/MR headset shipments are expected to be 2.5–3.5 million and 8–10 million units in 2023 and 2024, respectively.
The report claims that it has benefited from the significant growth of NPI and vertical integration of several new products, and that AirPods shipments have resumed YoY (year-on-year) growth since the first quarter of 2022. It is expected that Luxshare's YoY growth momentum will be It will accelerate from the first quarter of 2022.
  • Apple is expected to release the new iPhone SE in 2023. The display will be larger than the 4.7-inch iPhone SE in the first half of 2022, and it will be equipped with 4GB of memory (the iPhone SE will be 3GB in the first half of 2022). Luxshare is expected to be the NPI supplier of iPhone SE in 2023.
  • The new Apple Watch in the second half of 2022 includes Apple Watch 8, the new Apple Watch SE and extreme sports versions. Luxshare is the NPI for Apple Watch 8 and extreme sports versions.
  • Apple is expected to launch AirPods Pro 2 in the fourth quarter of 2022, and the main chip may be significantly upgraded. Luxshare is the NPI supplier of this product.

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