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TEXXR

Chronicles

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Sources: Apple indefinitely postpones its lightweight AR glasses due to technical difficulties and is instead planning a lower-cost MR headset for 2024 or 2025

Apple Inc. is still planning to unveil its first mixed-reality headset this year, but an even more important follow-up product …

Bloomberg Mark Gurman

Context & Ripple Effects

Apple’s spatial-computing roadmap had long paired an initial headset with a later glasses product: earlier coverage put glasses no sooner than 2023 amid internal divisions over the AR/VR program, while a 2021 forecast similarly placed AR glasses after a mixed-reality device. The program had also already faced development hurdles for its first VR headset.

The reported change makes the lower-cost mixed-reality model—not lightweight glasses—Apple’s stated follow-up path. It matters because the company is preserving the first headset launch while narrowing the near-term product sequence around a form factor it can more readily bring forward.

First-order effects

  • Apple indefinitely removes lightweight AR glasses from its product timetable because of technical difficulties, while maintaining plans to unveil its first mixed-reality headset this year.
  • Apple’s next reported hardware priority becomes a lower-cost mixed-reality headset targeted for 2024 or 2025, rather than a direct transition to glasses.

Second-order effects

  • The first mixed-reality headset becomes Apple’s nearer-term platform for working through the program’s hardware and software challenges before the lower-cost follow-up; related coverage later reported a postponement tied to those issues.
  • Apple’s product planning now concentrates its near-term mixed-reality lineup in headsets, leaving the glasses effort without the timetable earlier roadmaps had implied.

Third-order effects

  • If this sequencing persists, Apple’s spatial-computing strategy will develop through progressively cheaper mixed-reality headsets rather than a rapid move from headsets to all-day AR glasses.
  • The recurring gap between headset ambitions and reported engineering hurdles suggests that lightweight glasses are a distinct technical threshold, not simply the next scheduled version of a mixed-reality device.

The trend: Apple’s reported roadmap reflects a broader shift in which mixed-reality headsets serve as the nearer-term route to spatial computing while lightweight AR glasses remain constrained by engineering readiness.

Discussion

  • @jetscott Scott Stein on x
    I've still never seen AR glasses that functionally work well in the way you'd dream of them working.
  • @gartenberg Michael Gartenberg on x
    As I said, this isn't happening anytime soon... https://twitter.com/...
  • @neilcybart Neil Cybart on x
    Fun fact: In the 2000s, Apple shifted resources and focus from iPad development to create the iPhone. https://twitter.com/...
  • @markgurman Mark Gurman on x
    New story: Apple has indefinitely postponed development of its standalone AR glasses and is planning a lower cost mixed-reality headset for next year as a follow-up to the first version coming this year https://www.bloomberg.com/...
  • @ericpresidentvr @ericpresidentvr on x
    AR solo is sooooo far away. Mixed Reality devices will dominate 2023+ https://twitter.com/...
  • @benbajarin Ben Bajarin on x
    Also if this is true no point rushing a VR headset which has a remarkably small TAM. https://twitter.com/...
  • @thearperson @thearperson on x
    We are going to have a Apple HMD next year, they say, for almost 10 years now. It's not helpful to pay too much attention to those #Apple #AR, #VR rumors. Apple is very good in cancelling projects (in a good way) last minute before launch. https://www.theinformation.com/ ...
  • @kirkburgess Kirk Burgess on x
    A bit of a shame they are reportedly delayed - the AR “glasses” 👓 are the big TAM opportunity, the MR “headset” is likely a niche item (but at least will be a good development platform for the same sort of apps that can make it to a future AR glasses product eventually). https://…
  • @jessicalessin Jessica Lessin on x
    Just as I think I have caught up on all the news from @theinformation for the day. A big one that is a surprise to the industry. Nice @waynema https://www.theinformation.com/ ...
  • @steven_aquino Steven Aquino on x
    This is disappointing to me insofar as I'm way more excited about this product than the mixed reality headset. I feel like there's way more practical value for glasses than a device that covers your whole face in short bursts. https://twitter.com/...
  • @parkerortolani Parker Ortolani on x
    @rsgnl I cannot fathom them shipping a headset with a cable like that. Hope it's not required at all times. But is more like a portable back up charger.
  • @benbajarin Ben Bajarin on x
    At CES I chatted with the company I'm certain is developing the waveguides, lens display and engine with Apple. Saw their latest and greatest and the tech is very far off. https://twitter.com/...
  • @rsgnl Joe Rossignol on x
    @ParkerOrtolani It sounds incredibly un-Apple-like to me (and yes I'm aware of various Apple Pencil/Magic Mouse charging situations, but that's overblown for memes)
  • @rsgnl Joe Rossignol on x
    Mark Gurman on Apple's headset: “The battery will connect to the headset over a cable and rest in a user's back pocket.” Bold of Apple to think I wear pants
  • @slhamlet Wagner James Au on x
    So between $800 to $1,600. IE 2x to 4x the price of a Quest. 👌🏼🙄 https://twitter.com/...