Apple Will Talk Up Its Mixed-Reality Headset in 2023 But Not Much Else

Bloomberg2023-01-09

2023 is set to be the year of Apple’s mixed-reality headset and not much else. Also: The company hikes battery-replacement costs, plans a retail augmented-reality experience and suffers more delays ...

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Comments

JQC
2023-01-09
JQC
[OK]
UTOtrader
2023-01-09
UTOtrader
T
JoeLeong
2023-01-09
JoeLeong
[Smile]
LimBT
2023-01-09
LimBT
Ok
Huatttah
2023-01-09
Huatttah
Ok
- Huatttah:
  Nice

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Photographer: Nic Coury/BloombergApple Inc., after seven years of development, is nearly ready to launch its first mixed-reality headset. But the focus on this new product will lead to an otherwise muted 2023.I first wrote in 2017 about Apple’s ambition to launch a high-performance AR-based headset — complete with its own operating system, App Store and dedicated chips. Back then, Apple had aimed to get it to market by 2019. Over time, the delays stacked up. Apple had plans to launch the device in 2020, then 2021 and then 2022.The final postponement, at least for the moment, happened last year. Up until fairly recently, Apple had aimed to introduce the headset in January 2023 and ship it later this year. Now the company is aiming to unveil it this spring ahead of the annual Worldwide Developers Conference in June, I’m told.Apple has already shared the device with a small number of high-profile software developers for testing, letting them get started on third-party apps. The device’s operating system, dubbed “Borealis” inside the company, will be publicly named xrOS.With the current plan, Apple could introduce the device to consumers — likely under the name Reality Pro — and then get developers up to speed on its software features in June. On this timeline, the company would then ship the product later in the fall of 2023.While Apple still has many kinks to work out with the device —involving hardware, software and services, as well as how it will be marketed and sold — the company is banking on the product as its hot new introduction for this year.To make that happen, Apple roped in resources from several hardware and software engineering departments. That’s hampered other projects, some of which were already suffering from their own delays and budget cuts stemming from the economic slowdown. And it could mean Apple has fewer major breakthroughs to show off this year.Here’s what to expect, starting with the Mac lineup:The new MacBook Pros, coming in the first half of this year, will have the same designs and features as the current 14-inch and 16-inch models, but include M2 Pro and M2 Max chips. Those are marginal leaps from today’s MacBook Pro processors.A high-end configuration of the Mac Pro, a model with 48 CPU cores and 152 graphics cores, has been canceled. Instead, Apple plans to release a version with the M2 Ultra, making it unclear — beyond the machine’s expandability — why most users would buy it over the cheaper and smaller Mac Studio. In another disappointment, the new Mac Pro will look identical to the 2019 model. It will also lack one key feature from the Intel version: user-upgradeable RAM. That’s because the memory is tied directly to the M2 Ultra’s motherboard. Still, there are two SSD storage slots and for graphics, media and networking cards.A larger iMac Pro, meanwhile, has been on and off Apple’s road map, and I would be surprised at this point if it arrives in 2023. A spec-bump upgrade for the 24-inch iMac won’t arrive until the M3 chip is ready, which likely won’t happen until late 2023 or 2024 at the earliest.If there’s any major saving grace for the Mac lineup in 2023, it’s a planned 15-inch MacBook Air. A new 12-inch MacBook is no longer on Apple’s near-term road map however.As for the iPad, I don’t expect any major updates in 2023:Apple has been working on larger iPads, but I’m told not to expect those this year.Updates to the 11-inch and 13-inch iPad Pros won’t come until the first half of 2024, I’m told. These will likely include a new design and they’re set to include OLED displays, a first for an iPad.Any updates to the iPad mini, iPad Air and entry-level iPad this year won’t be anything more than a spec bump — if they arrive at all.The Apple Watch and other accessories will be a similar story:I wouldn’t anticipate major changes to the Apple Watch’s hardware this year, save for some minor performance boosts.The AirPods probably won’t get any updates of note in 2023 either.The return of the larger HomePod size is still set for this year, but I wouldn’t expect anything revolutionary about it. Look for a lower price, an updated touch control panel on the top and the S8 chip from the latest Apple Watches in a design similar to the model from 2018.There are no plans for a new Apple TV to launch in 2023.Apple’s focus on the xrOS operating system — along with iOS 16 snags — has also cost it some new features in iOS 17 and iPadOS 17, the next major iPhone and iPad software updates. That software, codenamed Dawn, may have fewer major changes than originally planned. The same goes for macOS 14, which is codenamed Sunburst.The new iPhone’s hardware, though, could still be impressive. I’m told to expect the same screen sizes as the iPhone 14 family, but the Dynamic Island will expand to all four models. A titanium frame replaces stainless steel on the Pro models, and there will be haptic volume buttons. The phone also will switch to USB-Cand faster processors.The BenchAn iPhone battery. Photographer: Bloomberg/BloombergApple hikes battery replacement costs across its devices. Whether it’s due to rising component costs, broader inflationary pressure or just a desire to boost revenue, Apple is planning a rare price increase for battery replacements across its devices through AppleCare.On its website, the company says it will make the adjustments effective March 1. The changes include a $20 bump for iPhone battery replacements for the iPhone 13 and older, a $20 increase for older iPad models, a $30 jump for MacBook Air batteries, and a $50 increase for all other Mac laptop batteries.This means that MacBook Air battery replacements will soon cost $160, while iPhone battery swaps will run you $89. (The iPhone 14 Pro Max, which isn’t affected by the increases, already has a $99 charge for a new battery.) These prices are waived or reduced if you have an AppleCare+ subscription, however.A demonstration of the Apple AR experience at its headquarters. Photographer: SOPA Images/LightRocketApple plans AR experiences for its stores and other retailers. Apple is working on an updated version of the Apple Store app for the iPhone, adding augmented-reality capabilities that activate when a user enters one of its retail locations. The idea is that customers could point their iPhone toward a product — like an Apple Watch band or a Mac — and a graphic would overlay on the screen to provide get more information about pricing and specifications.Apple has been working on the service since prior to iOS 14’s launch in 2020 and has been testing it at stores in recent months. The feature would accompany an API for developers so that other retail outlets could take advantage of it as well. If the service debuts in the near future, it would be one of Apple’s most significant AR-related launches to date — and a taste of what’s to come with the headset.Apple Card savings account. Source: AppleApple’s “buy now, pay later” service and savings account continue to see delays. As I wrote multiple times over the last year, the company has grand ambitions in the financial products space beyond Apple Pay and the Apple Card. Last year, it announced a “buy now, pay later” service tied to Apple Pay, as well as Goldman Sachs Group Inc. savings accounts that will be built into the Apple Card and Wallet app.Unfortunately for fintech fans, both of those features continue to face delays — with no word from Apple on their progress. The installment service, called Apple Pay Later, was announced last June and never launched. The company gave no explanation other than a vague comment at the bottom of the iOS 16 website, though I reported it would be delayed until at least spring 2023.Apple and Goldman Sachs announced the savings account feature in October, with the intention of a rollout in the near future. But that offering also never launched. Neither company has said why. I imagine Apple is having problems with the new back-end infrastructure it developed to support future fintech releases.That’s the same underlying system that will power the company’s upcoming iPhone hardware subscription service, which is still in the works after having been delayed from last year, I’m told.The ScheduleAn Apple Store in New York City.Photographer: Jeenah Moon/BloombergFeb 2.: Apple to release quarterly earnings and discuss the performance of latest iPhones, iPads and watches. The company is set to reveal its fiscal first quarter performance on Feb. 2, giving investors a sense of how it’s weathering shaky demand. Apple’s iPhones had been faring better than rival models, but consumer jitters are expected to weigh on the tech giant. The holiday quarter is Apple’s biggest of the year, and analysts are projecting that sales dipped about 1% from the year earlier to $122.8 billion.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9953631017,"gmtCreate":1673231454240,"gmtModify":1676538802797,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953631017","repostId":1157453509,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953602521,"gmtCreate":1673228259364,"gmtModify":1676538802024,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953602521","repostId":1157453509,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953601070,"gmtCreate":1673227881790,"gmtModify":1676538801824,"author":{"id":"3582643296059275","authorId":"3582643296059275","name":"JoeLeong","avatar":"https://static.tigerbbs.com/b6b27c46f3780eb973e5ec1292ab73ec","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":3,"crmLevelSwitch":0,"idStr":"3582643296059275","authorIdStr":"3582643296059275"},"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953601070","repostId":1157453509,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953603868,"gmtCreate":1673227827754,"gmtModify":1676538801806,"author":{"id":"4134278158747952","authorId":"4134278158747952","name":"LimBT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4134278158747952","authorIdStr":"4134278158747952"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953603868","repostId":1157453509,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953600443,"gmtCreate":1673227623782,"gmtModify":1676538801753,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":1,"crmLevelSwitch":0,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953600443","repostId":1157453509,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105499289,"gmtCreate":1673227635882,"gmtModify":1673227649272,"authorId":3582020329880330,"author":{"id":3582020329880330,"idStr":"3582020329880330","authorId":3582020329880330,"name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9953600443,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">Nice</span>","text":"<span class=\"s1\">Nice</span>","html":"<span class=\"s1\">Nice</span>"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":109,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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