News on May 28, according to Bloomberg reports, Mark Gurman appeared in the latest issue of Power According to the On newsletter, Apple plans to seize the high-end augmented reality (AR)/virtual reality (VR) head-mounted display market in the future, and it is expected that the launch of the first head-mounted display will benefit companies such as meta.
According to Gurman, Apple will lead the boom in the AR/VR head-mounted display market after launching its first head-mounted display. However, ordinary consumers cannot afford the high cost of US$3,000, so TrendForce previously predicted that sales this year would be less than 100,000 units and total revenue would be less than US$3 billion.
Gurman pointed out that although Apple’s first headset may not be very eye-catching in sales, it will attract consumers to AR with its huge ecosystem advantages. /VR generates interest. Ultimately, Apple is expected to become the leader in the high-end AR/VR headset market, just like it is in the iPhone market.
He also pointed out that consumers who cannot afford the price of Apple's headset may turn to more people-friendly products launched by meta and other companies, which will increase meta’s share of the market.
According to the editor’s understanding, Gurman believes that Apple will dominate the high-end head-mounted display market priced at more than $2,000, while meta will dominate the mid- to low-end head-mounted display market. Apple's promotion of headsets will have a positive impact on me#ta's company, because many users who cannot buy Apple's headsets may choose to buy meta's products.
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