In the same way that Apple analyst Ming-Chi Kuo says the company will launch a new AR headset in 2022, he also predicts that the iPhone will live for as long as 10 more years, and then Apple will replace it with AR.
It is not from today that analysts are discussing the end of the iPhone and they are not alone. It’s been a few years since Apple changed its strategy to add “Services” within its “Hardware” and “Software” products.
Although Apple is the most valuable company ever, CEO Tim Cook is aware that a company can not rely so much on one product, and today, half of the company’s revenue is still exclusively about the iPhone.
With that in mind, Apple analyst Ming-Chi Kuo believes Apple’s future is linked to augmented reality and Apple’s success with AR headsets.
Apple’s goal is to replace the iPhone with AR in ten years, representing the demand for ABF of AR headsets will exceed at least one billion pieces in ten years. Apple’s only ABF supplier, Unimicron, will be the leading recipient.
While it’s not clear whether this long-rumored Apple AR headset will work without the iPhone or not in its first generation, Kuo believes it will, as this may represent the product’s success.
If the AR headset is only available as an accessory for Mac or iPhone, it will not be conducive to product growth. An AR headset that works independently means it gets its own ecosystem and provides the most complete and flexible user experience.
The analyst also comments on the gigantic shift that the company has to make whether Apple really wants AR to replace the iPhone in ten years. He writes that not only will this product work with a “wide range” of applications rather than specific apps, but the company will also sell “at least” one billion AR units in ten years:
Currently, there are more than a billion active iPhone users. If Apple’s goal is to replace the iPhone with AR in ten years, that means Apple will sell at least one billion AR devices in ten years.
Do you think the iPhone will disappear soon? Do you think it will be replaced by some kind of AR device? Share your thoughts in the comments section below.
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