Apple to Release Second Generation AR/MR Headset in 1H25 With High-End and More Affordable Models [Kuo]

Apple plans to release a second generation AR/MR headset in the first half of 2025 with high-end and more affordable models, according to a new report from TF International Securities analyst Ming-Chi Kuo.

The second-generation Apple AR/MR may have high-end and more-affordable models, which will launch in 1H25, and component suppliers will start shipping in 2H24.

In a post on Medium, Kuo says the shipments of Apple's headset could reach ten million units as soon as 2025 or 2026.


The key optical component of the headset is said to be the high ASP Pancake lens...

The first-generation Apple AR/MR will adopt two 3P Pancake modules (one for each eye). The total cost of the Pancake lenses is about $30–40 (USD), roughly equivalent to 20 high-end 7P lenses. It provides a new growth driver for Apple’s optical supply chain in the medium and long term. The cost of the second-generation Pancake lenses will likely increase to improve the visual experience and form factor design.

Apple is expected to launch its first generation headset in January and it will likely be a game changer for the industry. The device is said to feature a powerful M-series chip and cost upwards of $2000.

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[Concept]