Apple Investors More Interested in AI Announcements Than Apple Reality Pro Headset at WWDC 266j26 Ming-Chi Kuo

Apple is expected to announce its first mixed reality headset at its WWDC 2023 keynote presentation. 20et

Written by Siddharth Suvarna | Updated: 5 June 2023 14:02 IST

Apple Investors More Interested in AI Announcements Than Apple Reality Pro Headset at WWDC: Ming-Chi Kuo

Photo Credit: Ian Zelbo 25204m

Early design renders of the purported Apple Reality Pro headset

Highlights

Apple Reality Pro could be announced by the company at WWDC 2023
The firm is also likely to announce details of software updates
Apple is yet to official reveal plans to launch a mixed reality headset

ment

Micro OLED displays. However, a supply chain analyst has claimed that investors are more interested in the company's plans to unveil AI-related technology at WWDC, than its purported Apple Reality Pro mixed reality headset.

TF Securities analyst Ming-Chi Kuo has shared recent discussions with unnamed investors on WWDC 2023. According to him, investors are less interested in projected quarterly revenue over 50 percent higher than Wall Street estimates, pushing it closer to becoming the first trillion-dollar chip firm.

近期與投資人討論2023 WWDC的重點：

1. 若Apple AR/MR頭戴裝置發布成功，將對3D交互設計與3D電腦圖像帶來巨大影響 (猶如ChatGPT對AI/AIGC)。

2. 長期而言，Apple AR/MR頭戴裝置的成功關鍵因素在於能否與AI/AIGC高度整合。

3. 投資人近期對Apple何時推出類似ChatGPT服務的關注度，高於Apple…
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 4, 2023

Kuo adds that Investors are more interested in when Apple will launch "ChatGPT-like" services, and that they believe announcing AI and AI-generated content (AIGC) related services at WWDC will carry the ongoing AI investment sentiment. If a device that s AIGC will work with higher hardware specifications, it could also drive demand to upgrade and replace older hardware, according to the supply chain analyst.

WWDC 2023: How to Livestream the Apple Event and What to Expect

Some investors believe that a successful launch of the purported Apple Reality Pro mixed reality headset could have a huge impact on the 3D computer graphics and 3D interactive design industry, while ability to integrate with AIGC services could decide its success in the long term.

According to Kuo, if Apple can ship enough mixed reality headsets along with new iPhone, Apple Watch, and Mac models in the second half of the year, suppliers and the firm could still benefit, despite investors' concerns.

It is worth noting that Apple has not yet revealed any plans to launch a new mixed reality headset or AI related features for any of its hardware or software ahead of WWDC 2023. The company is also rumoured to unveil new Mac models and announce updates to iOS, iPadOS, watchOS, macOS, and tvOS during the keynote event that begins at 10:30pm IST tonight.

Apple WWDC 2023: Here's What We Are Excited About

Apple's annual developer conference is just around the corner. From the company's first mixed reality headset to new software updates, we discuss all the things we're looking forward to seeing at WWDC 2023 on Orbital, the Gadgets 360 podcast. Orbital is available on Spotify, Gaana, JioSaavn, Google Podcasts, Apple Podcasts, Amazon Music and wherever you get your podcasts.

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David Delima

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As a writer on technology with Gadgets 360, David Delima is interested in open-source technology, cybersecurity, consumer privacy, and loves to read and write about how the Internet works. David can be ed via email at [email protected], on Twitter at @DxDavey, and Mastodon at mstdn.social/@delima. More