Apple may 'own the future' of personal computing with Apple Glass, says Gene Munster
Loup Ventures analyst Gene Munster thinks Apple's "design advantage" could help drive the success of its rumored augmented reality glasses.
Loup Ventures analyst Gene Munster believes Apple is well-positioned to take advantage of the continued rise of wearables.
On Tuesday, leaker Jon Prosser shared many details about the so-called "Apple Glass" device, but its overall design and form factor are still not clear.
In a research note published Friday, Munster said that "design will be central" to Apple's success in the AR glasses market -- and added that Apple is well-positioned to make that work.
"Apple's track record with wearables, dating back to the EarPods, gives us confidence that Apple will lead the way in the augmented reality glasses category as it emerges over the next few years," Munster wrote.
He gave the example of Apple's classic EarPods, originally packaged with iPods and eventually iPhones. As he points out, EarPods became a "fashion symbol" due to their design and the fact that they were created to stand out. That's a legacy AirPods still carry on today, he noted.
As evidence of Apple's wearables design success, Munster cites the company's recent report that its Wearables business -- which includes AirPods, Apple Watch and other accessories -- was now the size of a Fortune 140 company.
"Across its entire product ecosystem, including hardware and software, Apple has monetized its design advantage to achieve scale quickly," Munster wrote.
Apple Watch, for example, grew to a $5 billion money maker in less than three quarters, and eventually led Apple to become the largest watchmaker in the world.
Munster expects wearables to grow in importance, and become the "dominant mode for our digital interactions." He added that Apple is situated to take advantage of that.
"Apple is well-positioned to own the future of personal computing," the analyst concluded.
The so-called "Apple Glass" will retail for $499 and rely on an iPhone for its connectivity, Prosser said earlier in the week. Originally slated for a launch this year, "Apple Glass" may now be announced in early 2021 for a launch in 2021 or 2022.
Loup Ventures analyst Gene Munster believes Apple is well-positioned to take advantage of the continued rise of wearables.
On Tuesday, leaker Jon Prosser shared many details about the so-called "Apple Glass" device, but its overall design and form factor are still not clear.
In a research note published Friday, Munster said that "design will be central" to Apple's success in the AR glasses market -- and added that Apple is well-positioned to make that work.
"Apple's track record with wearables, dating back to the EarPods, gives us confidence that Apple will lead the way in the augmented reality glasses category as it emerges over the next few years," Munster wrote.
He gave the example of Apple's classic EarPods, originally packaged with iPods and eventually iPhones. As he points out, EarPods became a "fashion symbol" due to their design and the fact that they were created to stand out. That's a legacy AirPods still carry on today, he noted.
As evidence of Apple's wearables design success, Munster cites the company's recent report that its Wearables business -- which includes AirPods, Apple Watch and other accessories -- was now the size of a Fortune 140 company.
"Across its entire product ecosystem, including hardware and software, Apple has monetized its design advantage to achieve scale quickly," Munster wrote.
Apple Watch, for example, grew to a $5 billion money maker in less than three quarters, and eventually led Apple to become the largest watchmaker in the world.
Munster expects wearables to grow in importance, and become the "dominant mode for our digital interactions." He added that Apple is situated to take advantage of that.
"Apple is well-positioned to own the future of personal computing," the analyst concluded.
The so-called "Apple Glass" will retail for $499 and rely on an iPhone for its connectivity, Prosser said earlier in the week. Originally slated for a launch this year, "Apple Glass" may now be announced in early 2021 for a launch in 2021 or 2022.
Comments
https://www.quora.com/What-is-Gene-Munsters-track-record-on-Apple-product-predictions
Perhaps he gets a little too carried away with claims like Apple will 'own' the space, though.
The entire industry (Apple included) is moving towards the exact same goals. We know this is coming. It is already here to a degree. The only difference is that right now the stepping stone is using your phone for the AR visual overlay. It's a start, and more importantly, allows for AR content data to be accumulated. It will eventually hit glasses and perhaps even car windshields and other devices. I believe some cars may already 'project' some information in front of the driver.
Look at the Apple Watch and look at the AirPods/AirPods Pro.
Apple succeeds where others fail miserably.
I have no doubts that Apple's glasses will be much better and much more successful than others who have attempted the same thing. Apple has proven that time and time again.
My sister once worked at an opticians and told me how they bought designer frames for £10 and sold them for £200
True story.
As for the real point in question, though I am stating fact. I have seen the roadmaps of certain companies and they are for the exact same use case. I mean exactly the same. The entire industry is working to that goal and we know they will reach it.
The stepping stone part is exactly what it is. Currently, you can hold your phone in front of you to get an overlay. Obviously using your phone for this (or a tablet) has its drawbacks but on the other hand it doesn't require a separate device either.
The problem is that AR cannot exist without a data pool to pull information from and these 'stepping stone' solutions allow content creators to develop and hone implementations - today.
They are still baby steps but we know what is coming...
https://consumer.huawei.com/en/press/news/2019/huawei-cyberverse-a-new-world/
https://www.cnbc.com/2018/11/14/huawei-augmented-reality-ar-glasses.html
And Samsung...
https://www.patentlyapple.com/patently-apple/2019/07/samsung-invents-augmented-realty-smartglasses-that-will-compete-with-huaweis-upcoming-gentle-monster-ar-glasses.html
To many phones where users could play their Arcade games on type being shown now.
And probably show Google glass how it should have worked.
But, thinking they will have a Goggle type for the serious players. Put you in a real Avatar world.
Maybe thats a reason why Cameron is dragging his feet a bit to reveal 2 nd movie.
Examples and more in-depth explanations:
https://www.kura.tech/technology
https://www.kura.tech/products
https://www.schott.com/innovation/en/this-is-how-tomorrows-ar-glasses-tick/
etc