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According to a report from The Information , Meta plans to release its next flagship consumer headset, Quest 4, in 2026. According to The Information’s Wayne Ma and Kalley Huang , Meta is planning two consumer-focused headsets for 2026. Meanwhile, a Vision Pro competitor—likely Quest Pro 2—is reportedly planned for 2027.
Instead, Meta appears to be continuing its march to reach the masses with mixed reality, acting as the lower-cost foil to Apple’s $3,500 Vision Pro—an emerging XR competition with battle lines that are still unclear. – – — – – A recent report from The Information maintains Meta may launch a Quest 4 sometime in 2026 , which will give us a better (..)
Apple has canceled AR glasses that would have required a connection to a Mac (or originally, Apple had hoped, your iPhone), Bloomberg's Mark Gurman reports. So Apple then pivoted to powering it via a Mac, but this "performed poorly during reviews with executives", leading to its cancelation this week.
In his latest report, Gurman says Apple canceled some tethered AR glasses that should have been connected to the iPhone to show a large screen in front of the user. This does not mean that Apple has given up on AR glasses, though. But they got bad feedback from early testing so they were canceled altogether.
The Wall Street Journal ran a profile of Tim Cook, and it includes quotes of Cook's take on Apple Vision Pro's level of success. But what stood out to us was the section where Cook is asked about Apple Vision Pro. Then again, Apple has a history of turning uncertainty into ubiquity. It doesn’t occur overnight,” he says.
Supply chain analyst Ming-Chi Kuo claims the cheaper Apple Vision headset is delayed "beyond 2027". This would mean, if you believe Kuo, that Apple's next headset will instead be the straightforward refresh of Vision Pro with the M5 chipset that he claimed last month will enter mass production in late 2025.
Apple to launch a second “more affordable” headset in 2025. Since the rumors about the upcoming Apple headset were not enough, the famous Apple analyst Ming-Chi Kuo has thought well to release rumors about the next-generation headset. Other relevant news. Image from the web). Anyway, we’ll see… these are all speculations.
As for Project Moohan, details are very scarce: it seems like a mix of the Quest Pro and the Apple Vision Pro: it has an external battery, high-definition displays, and a very detailed passthrough. This trend is expected to continue in 2025, but there should be a rebound in 2026. The chipset is the Qualcomm Snapdragon XR2+ Gen2.
CPAP mask company ResMed is selling an Apple Vision Pro strap, promising "the perfect balance of softness and support". ResMed Kontor is priced at $120 and available to buy from Apple. It comes in two sizes, Small and Medium/Large, corresponding to the same size as your included Vision Pro head strap from the Apple face scan.
Vision Pro 2 is set for late 2026 and Apple is struggling to make a cheaper headset first, Bloomberg's Mark Gurman reports. Gurman has a strong track record of reporting on Apple's future plans. He reliably reported many details of Vision Pro before it was officially revealed or even acknowledged to exist by Apple.
A prominent supply chain analyst claims mass production of the successor to Apple Vision Pro will begin in late 2025 or early 2026. Back in January Kuo claimed Apple would only have 60,000–80,000 units available for launch day, and that Apple had 160,000–180,000 US preorders. million Quest 3 headsets by the end of 2023.
.” Citing industry sources, the report maintains the order could reach into the “hundreds of thousands” of micro OLED displays, with such a Microsoft XR device reportedly slated to arrive as early as 2026. The company later announced at its Build developer conference in May it was bringing Windows Volumetric apps to Quest.
He said that for these reasons, Luxottica wants to invest even more in the product, and it is planning to expand the production to more than 10 million units by the end of 2026. In a piece of separate news, it seems that Apple is also looking for a partner to bring AI to its devices in China: Tencent and Bytedance are two possible candidates.
Apple claims the M4 has a 50% more powerful CPU an d 4 times more powerful GPU than the M2 chipset mounted on the Vision Pro, so an M5 chipset may give the new Vision Pro unprecedented performances for a standalone MR headset. This headset should go into production in the second half of 2025, so realistically be available in 2026.
The reason is the one I’ve already reported in this newsletter a few weeks ago: after the announcement of the Apple Vision Pro, Samsung has been caught a bit off guard by the announced features and it is now trying to power up its headset so that it will be able to properly compete with Apple’s device.
The Information's report marked the headsets as set to arrive in 2026, two years away, so the overall purpose of the test could be to decide whether or not to go ahead with including these features. Of course, this focus group testing doesn't in any way guarantee that either Quest 4 model will actually have face or eye tracking.
billion in 2026, an 80.7 Entitled Headworn AR Global Revenue Forecast, 2020–2026 , the report examines glasses-based AR revenue totals and subsegments?—?including In that light, its appeal will lie in elegant integration with other Apple hardware and wearables. Will Headworn AR Revenues Exceed $35 Billion by 2026?
billion in 2026, a 39.7 Entitled XR Global Revenue Forecast, 2021–2026 , the report examines XR revenue totals and subsegments — including AR and VR. billion in spending in 2022, growing to almost $10 billion by 2026. “XR Will XR Revenue Exceed $100 Billion by 2026? billion in 2021 to $100.8 billion in 2022.
Top news of the week (Image by Apple) Apple Vision Pro 2 may come in 2026 The rumors about the Apple Vision Pro 2 continue. According to a recent report, the successor of the first Vision Pro may come in 2026 and have a price comprised between $1500 and $2500. What a time to be alive!
Image by Apple). Apple has not announced any glasses at WWDC. Every year, we have the same ritual: we wait for an event by Apple, hoping to hear some news about an upcoming XR device, then nothing happens in this sense, we are disappointed and so we hope for a new reveal next year. Top news of the week. Other relevant news.
IDC still thinks we’ll see a rebound in 2026. Meanwhile, with the headsets we’ve got today,Meta’s still holding onto a huge chunk of the market.Apple’s $3,500 Vision Pro is still pushing the boundaries, but reports are saying Apple’s slowing down production. percent, Sony with 4.3 percent share.
Apple AR glasses may have been pushed back to 2025–26. According to a new rumor, Apple AR glasses may have been pushed back from 2024 to 2025–26. Especially for Apple, which is not interested in releasing devkits, but in shipping devices that appeal to the masses.
In the last couple of years, AR has experienced tremendous growth and popularity as big technology giants like Google, Amazon, Apple have adopted the technology. billion by 2026. The leading OEMs such as Samsung and Apple are expected to contribute to manufacturing more AR devices. billion and was estimated to touch US$88.4
Qualcomm just shot over a brief note this morning, announcing that the company has signed an extended agreement with Apple to supply 5G modem-RF chips for their smartphones and other products that will be released in 2024, 2025, and 2026.
Meta is reportedly planning to release its Meta Quest 4 headset in 2026 and a competitor to the Vision Pro in 2027. It also asserts that the US technology corporation has a third headset in store, also due to come out in 2026, which is likely to be a more affordable variant of the Quest 4.
The news comes after OpenAI and Apple worked towards a future of smart glasses. Recently, news outlets have reported that technology leaders Apple and OpenAI are moving towards AR smart glasses, following a surge of interest in the immersive hardware sector in 2024. Meta presented new AI use cases during Connect 2024 a few months ago.
The Teleport solution is an exclusive smartphone application for Apple users. The Teleport service coincides with Apple’s Vision Pro spatial recording service for the MR headset. Apple Reveals New Vision Pro Model There have been reports that Apple is facing delays in producing the next Vision Pro model.
In his latest report, in which he also said that Apple is still working on microLED displays for AR glasses , Gurman writes: " Meta is working on Quest 4 VR goggles, as well as a new high-end model that could eventually become a successor to the Quest Pro ". But the reference to a new Quest Pro is puzzling.
As I said a few months ago , we are in the middle of a paradigm change: the cycle that started with the Quest is arriving at an end, and a new cycle driven by new technologies (mixed reality headsets) and new players (Apple, Google) is starting. They are Apple AR glasses!” I have this impression for a few reasons.
Each lens the firm is developing is as thin as a medical lens, with the firm forecasting it will design a “perfect all-in-one smart contact lens” in 2026 – presumably with XR features, as shown at MWC 2024. Thanks to the Apple Vision Pro and original leaders in immersive contact lenses, there are more eyes on the space.
Reuters reports that Snap Inc, now publicly traded since 2017, plans to raise $1 billion in short-term debt by offering convertible senior notes that will mature in 2026, to be paid back in cash, stock, or a combination of both. “We
Regarding Orion, Meta plans to give these glasses to more developers in 2026. Meta is not forgetting the original Ray-Ban Meta, though. It is already planning some cool commercials featuring famous Hollywood actors for the Superbowl.
years, which may pose some challenges to the foundry's key customer, Apple. N2: Expect First Chips in 2026. " Considering how long modern chip production cycles are, it is safe to say that the first N2 chips made by TSMC will arrive in consumer devices no sooner than early 2026. That is our schedule."
billion in 2026, an 80.7 This is steep growth that leans on a few potential wild cards and inflections, such as Apple’s market entrance. million in 2026. million units in market by 2026. million units projected in 2026. But it’s not just about Apple. So what did the latest headworn AR forecast uncover?
Apple reportedly indefinitely postponed its AR glasses, but plans to eventually release a more affordable headset model. Bloomberg’s Mark Gurman reports that standalone Apple Glasses had at one point years ago been planned for 2023. Glasses Shelved. Some startups like Nreal have already released primitive AR glasses.
Hence, Kit-Chong believes that Web3 assets hold a huge opportunity for a struggling financial service and predicts that emerging fintech will help virtual banks break even by 2026. The news comes after the UK bank NatWest announced that its retail banking app is now available on Apple’s Vision Pro.
Apple will likely announce its anticipated mixed reality (MR) device in the spring of this year, ahead of the Worldwide Developers Conference (WWDC) in June, reports show. Power On: Apple is planning to debut the Reality Pro mixed-reality headset this spring, ahead of WWDC, and ship it later in the year. Apple’s Augmented Retail.
billion in 2026. Enterprise spending is 95 percent of that today but will retract to 62 percent by 2026 and continue to decline until consumer/enterprise trendlines intersect. Apple of My Eye So the question that remains is what it’s going to take to accelerate consumer AR acceptance. And that’s what we’re seeing now in AR.
The world's largest foundry is set to invest tens of billions of dollars in the next phase of its Fab 21 near Phoenix, Arizona, to significantly expand its capacity and start production of chips on its N3 process technologies there by 2026. for the first time in years. But that isn't all that TSMC has in store for Fab 21.
But not any kind of announcements, because we already know that the budget cuts pushed the launch of AR glasses to something like 2026. He will show that Meta has a lot of technologies is working on, so it’s ready to compete with Apple for the upcoming years. Content announcement. This would be kinda disturbing, actually…).
Apple is reportedly cutting its production forecasts for Vision Pro. Last month South Korean tech news outlet The Elec reported Sony, the supplier of Vision Pro's ultra high resolution OLED microdisplays, can't manufacture more than 900,000 displays per year at most - and Apple needs two displays per headset.
Apple Vision Pro 2 (Lite) news is catching the attention of everyone interested in mixed reality. The highly anticipated device is expected to arrive somewhere around the end of 2025 or the beginning of 2026. The post Apple Vision Pro 2 (Lite) Rumored Specs, Release Date & Price appeared first on Metamandrill.com.
Apple is reportedly testing new OLED microdisplay suppliers to increase the production scale of future Vision headsets. Those reports suggest Apple may only be able to ship up to half a million Vision Pro headsets in 2024, so the product will have a slow US-first rollout.
Apple plans to release a “more affordable” headset in 2025, Ming-Chi Kuo claims. Ming-Chi Kuo is a TF International Securities analyst mostly known for predicting Apple products & moves over a year in advance using his supply chain sources. Kuo predicts this strategy will let Apple reach 10 million units by 2026.
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