Benjamin Mayo translating a Ming-Chi Kuo report:
Today, Ming-Chi Kuo reports that Apple’s first augmented reality product will go into mass production as soon as the fourth quarter of this year, but hedges the timeframe slightly and says it will be mass-produced by the second quarter of 2020 at the latest.
Kuo says that Apple’s first-generation of AR glasses will be heavily dependent on the iPhone.
The analyst says that the AR glasses will essentially act as a display only with the actual computing, rendering, internet connectivity and location services coming from the iPhone in the user’s pocket. It is assumed that the pairing will work wirelessly like Apple Watch, but the report does not state that explicitly.
This all would seem to make a lot of sense -- it's essentially the initial Apple Watch playbook. And yet, that's also a bit surprising as the Watch stumbled out of the gate at least somewhat because it was so slow and limited by the iPhone pairing requirement. So they not only need to make sure the devices will be powerful enough (they will be), but that the connection, via Bluetooth or whatnot, will be strong and fast enough. Otherwise, this just sounds like it could also be "meh" out of the gate.Read more...