The analyst is Needham & Co’s Laura Martin. Analyst Wants Apple and Disney to Get a Room Alreadyĭreaming the same dream over again - a piece from MarketWatch has an analyst of note saying what Apple really needs to do is buy Disney. Sounds like at least one person did… Needham & Co. Did anyone think that just because Apple’s expected to show off the headset at WWDC it was going to release then as well? Apple showed off Apple Watch six or seven months ahead of its release. Apple showed off iPad four months before its release. I know he knows his job, but I would remind Ming-Chi Kuo that Apple showed off iPhone six-months ahed of its release. The main concerns for Apple not being very optimistic regarding the market feedback to the AR/MR headset announcement include the economic downturn, compromises on some hardware specifications for mass production (such as weight), the readiness of the ecosystem and applications, a high selling price (USD 3,000-4,000 or even higher), etc.Īnd to give you an idea of how long that Twitter post was, the analyst repeated it all again in Chinese.

Furthermore, due to the delay in mass production for assembly, the shipment forecast this year is only 200,000 to 300,000 units, lower than the market consensus of 500,000 units or more.

The delay also adds uncertainty to whether the new device will appear at WWDC 2023, as the market widely expects. Remember when Twitter had standards? Good times.Īnyway, quoting the English portion of Ming-Chi Kuo’s post:īecause Apple isn’t very optimistic about the AR/MR headset announcement recreating the astounding “iPhone moment,” the mass production schedule for assembly has been pushed back by another 1-2 months to mid-to-late 3Q23. Short enough that I can read it to you, though long by Twitter’s previous standards.

Really using the Twitter Blue badge for which he paid good money, the analyst hit Twitter with a seriously long post on Thursday. Throwing uncertainty into Apple’s mixed reality headset mix - ladies and gentlemen it is TF International analyst Ming-Chi Kuo. Doubt around the headset, a wish for a corporate marriage, and make way for “Big Beasts.” Ming-Chi Kuo Casts Doubt on Near Future of MR Headset from Apple

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