Apple Analyst: AR/MR Headset Supplies Could Touch 10M As Early As 2025

Apple Inc. (NASDAQ: AAPL ) analyst Ming Chi-Kuo made a number of predictions regarding the tech giant’s augmented reality and mixed reality headsets. What Happened: “The high ASP Pancake lens is the key optical component of Apple AR/MR, directly affecting the visual experience and form factor design," Kuo said in a blog post . The first generational AR/MR reality headsets will adopt two 3P Pancake modules — one for each year, the Taiwan-based analyst added. The total cost of the Pancake lenses is between $30-40. These provide a “new growth driver for Apple’s optical supply chain in the medium and long term.” The Pancake lens suppliers for the first generation devices are ... Full story available on