Since the beginning of this year, the concept of Metaverse has exploded, and the major giants are investing heavily in it. Apple, which used the iPhone to change the world in the past 10 years, is also quietly deploying AR headsets. The goal of these AR headsets is to replace the iPhone in the next 10 years. According to popular Apple analyst, Ming-Chi Kuo, Apple’s goal is to replace the iPhone with AR in 10 years. Currently, the iPhone has more than 1 billion active users, which means that Apple will sell at least 1 billion AR devices within 10 years.
Apple’s product positioning for AR devices is that it can provide Mac-level computing capabilities. It can also operate independently and does not need to rely on computers or mobile phones. Furthermore, it supports universal applications and has its own ecology.
Meta, Apple, and Sony to dominate the meta-universe device market
Previously, Kuo Ming-Chi predicted that Meta (Facebook), Apple, and Sony will be the most influential brands in the meta-universe device market in 2022. Meta, Apple, and Sony will launch new head-mounted display devices in 2H22, 4Q22, and 2Q22 respectively. Both Meta and Apple’s new models support Wi-Fi 6E, and Sony’s PS 5 VR device supports Wi-Fi 6. Kuo Ming-Chi believes that both iPhone 14 and Apple AR headsets support Wi-Fi 6E. This is expected to drive more competitors’ products to adopt Wi-Fi 6E.
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According to reports, the number of frequency bands which Wi-Fi 6E support is 2–3 times that of Wi-Fi 6. If it is a 3×3/4×4 MIMO design, each frequency band requires 2–4 LTCCs, so the LTCC usage of Wi-Fi 6E will increase by 10-20 or more than 20 LTCCs. This will make LTCC supply may become tight again in 2022.
There have been a couple of reports regarding the upcoming iPhone 14 series. However, this series has many months before its official launch. Thus, there is a lot of room for things to change. We can not be so certain about any information regarding the iPhone 14 series for now. We have to wait a few months for some concrete information to hit the web
Ming-Chi Kuo points out in an earlier report that less than 5% of smartphones and laptops currently on sale support the latest Wi-Fi 6. However, if the head-mounted display device wants to optimize the wireless experience, it needs to support the latest Wi-Fi specifications. Wi-Fi 6/6E/7 and 5G millimeter waves are the most suitable connection technologies for head-mounted display devices.
