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Meta is in talks with MagicLeap over a potential "multiyear agreement", the Financial Times reports. The original MagicLeap One launched in 2018 as the first AR headset available to consumers, priced at $2300. That IP could include some of the company's augmented reality (AR) waveguide patents.
I have been talking with hundreds of people across the industry and have discovered that the changes coming to Apple are deeper than just a VR/AR headset. This is the fourth paradigm shift for Apple. So, what is Apple getting ready to announce over the next year? Eventually, I hear, Apple will even bring 3D to 2D monitors.
What's also unclear is whether Kalinowski is referring to the AR glasses demonstrator hardware Meta may be planning to demo at Connect later this year, or the downgraded product it reportedly plans to bring to market in 2027. Ma reported that the goal is to ship this AR glasses product around 2027.
LCoS isn't a new technology, it has been used in movie projectors since the 90s as well as in AR products like HoloLens 1 and MagicLeap 2. Ma reported that the goal is to ship this AR glasses product around 2027. LCoS displays are essentially LCD microdisplays, though using reflection instead of transmission to form an image.
These have appeared across Google’s ARCore, Niantic’s Lightship AR developer kit (ARDK), Snap Lens, Meta’s Reality system, and Apple’s ARKit platforms, namely for smartphones. billion by 2027. Additional firms such as IKEA and Walmart have also explored how to use AR for shopping experiences.
However, it appears that despite using the spatial computing term before Apple, Microsoft is dropping more support for Windows Mixed Reality – a framework for enabling consumer-based desktop-powered MR experiences. Moreover, if Windows Mixed Reality users need support for their XR products, Microsoft will no longer provide it.
But Ma also makes specific claims about how the first AR glasses Meta plans to sell to the public from 2027 will actually have downgraded specs and features compared to Orion. LCoS microdisplays were used in HoloLens 1 and are used today in MagicLeap 2.
However, it appears that despite using the spatial computing term before Apple, Microsoft is dropping more support for its HoloLens and Windows Mixed Reality – a framework for enabling desktop-powered MR experiences. Is Microsoft Ignoring XR?
Analysts predict that more than 16 million industrial XR devices will ship in 2027 at current adoption rates. Conversely, Apple has entered the XR scene with a potential enterprise-focused Vision Pro headsets. Figures cited major use cases for device implementation, such as training, workflow instruction, and remote guidance.
Apple’s end goal is the one of building lightweight AR glasses that people wear all day, too, so it’s pretty normal that people at Cupertino are concerned about the work that Meta is doing (this is one of the positive side effects that I envisioned about the reveal of Orion , and in fact, it came true).
A new report from Bloomberg's Mark Gurman includes some interesting claims about the history of Apple's head mounted displays development effort. In January, Gurman reported that Apple had indefinitely postponed the AR glasses , shifting its full focus to the upcoming headset and development of a more affordable model down the line.
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