It is worth mentioning that the details of Kuo's report are perfectly aligned with a more than a year old Bloomberg story that alleged Apple would have the technology ready for an AR headset by 2019, with the objective of releasing the device in 2020.
TF Securities analyst Ming-Chi Kuo said Apple will begin production of its AR headset as soon as the end of this year.
The headset could go into mass production as soon as the fourth quarter of 2019 and as late as the second quarter of 2020.
But Kuo writes that this won't be the case. They'd be used primarily as a display while off-loading computing, networking, and Global Positioning System location to a users iPhone. That is, the information you want to transmit will be processed on our iPhone and the result will be sent via Bluetooth to our glasses, similar to what can happen with our Apple Watch although it is more independent. Although there is still much room for improvement for Apple's first-generation head-worn AR device, we believe that this product will offer an all-new user experience and define the AR user interface.
If it is true that here we will have a quite severe problem since this kind of tasks will involve a large amount of battery in the iPhone and we already know that Apple's phones do not enjoy a very good autonomy. That means that Apple's headset/glasses could be quite small and light. Most rumors and inside reports have called for a less-than-ambitious Apple approach in this fledgling market, and Kuo is once again supporting the iPhone-connected theory.
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As of now, the design and further information about these AR products has not been revealed and finalized by Apple. CNET reported more recently that Apple has a headset in the works with an 8K display for each eye that's capable of running both AR and VR software.
In October 2017, Apple CEO Tim Cook talked to Vogue UK about what the tech giant believed augmented reality would be about.
Apple has apparently been betting on augmented reality for a considerable period and it allegedly also has a separate covert unit that works on the two nascent technologies.
"I think it is profound", Cook said.