Apple has always planned to produce its own smart glasses. However, whether it is in the wearable device market or the pure smart glasses market, Apple has not launched such products for a long time. Recently, it is reported that Apple will launch Apple smart glasses together with 5gi phone at the end of this year.
As we all know, the XR chip released by Qualcomm is helpful to the development of smart glasses. The chip adopts TSMC 7Nm process. Apple is likely to wait for the latest A14 chip to come out and be applied to Apple glass, when it may adopt TSMC’s 5nm or more advanced process. Of course, it’s hard to say when Apple will launch Apple glass. What’s more, it’s not known whether it’s a VR model, such as a VR product similar to HTC, Sony and oculus, or a smart glasses product similar to Google and Microsoft.
Previously, the market rumors Apple will launch AR (augmented reality) glasses products, and rumors by Guangda and Heshuo assembly. Guangda continues to invest huge resources in AR glasses. It is reported that Guangda has been developing ar glasses since 2015, and has invested in lumus, an Israeli optical company, to assist in the production of lenses. In addition, Heshuo has been actively working on AR glasses in recent years, and has won orders from Google glass. Heshuo also released ar glasses “air”, focusing on industry, medical and commercial fields.
Why does Apple’s smart glasses win?
If Apple releases its own Apple glass, how can it win? In fact, no matter intelligent glasses or VR / AR products in the current market, they have not really formed enough market dominance. At present, in the VR market, Sony, HTC and oculus are at the forefront of the market and occupy a certain share advantage. In the pure smart glasses market, Google and Microsoft’s hololens are more outstanding. What will Apple’s apple glass focus on? Is it the VR field, or is it lighter and simpler?
According to Apple’s consistent product features, what are the selling points of Apple glass in the future? We speculate that there should be some characteristics worthy of attention. A simple conclusion should include cool appearance, light weight and portability, which will be different from the current bulky VR. The bulky VR itself is one of the reasons why it is difficult to really popularize. In terms of intelligence, it should be built on the relative security of IOS system; in addition, the application of voice assistant should also be covered. At the same time, health is also one of the main selling points. That is to say, whether some jiankangyuan (13.200, 0.47, 3.69%) can be implanted will have a certain penetration opportunity for both eyes and brain monitoring. Another is what the control mode will be like? Will there be black technology applications controlled by ideas? This is also a manifestation of the application of artificial intelligence (AI). It depends on where Apple glass focuses.
Only different from the products of other manufacturers, to make their own characteristics and personality, may have the opportunity. Otherwise, it will be as difficult to obtain market opportunities as homepod. Of course, the price should not be too expensive. Especially if we plan to launch Apple glass this year, we need to be closer to the people in terms of price.
Why are smart glasses not really popular?
Although there are many manufacturers involved in the smart glasses market, but there is not a single dominant situation. This is different from the market of smart phones, tablet computers and smart speakers. Although Google first intervened, it did not form a scale. Maybe the idea is right, but the timing is not right. Just like the concept of touch screen was not first proposed by apple, but the real success is Apple’s Steve Jobs, not others. This also shows that the key is to launch the right product at the right time.
The same may be true for the smart glasses market. We are concerned that Google, apple, Microsoft, Facebook, Huawei and other enterprises are all involved in the AR smart glasses market, including some smartphone manufacturers. Interestingly, Facebook has said that it hopes to provide consumers with smart glasses from 2023 to 2025, and hopes that smart glasses can replace smart phones to a certain extent, thus changing the way people interact with each other. In some sci-fi movies, we have seen some shocking effects brought by smart glasses products containing many black technologies, such as virtual images, interactive communication, remote interaction, etc. there is even an expectation that smart glasses can cause new interaction trends in the social market in the future.
As for functions such as answering the phone, I believe it’s no problem at all. At that time, maybe products such as airpods won’t be needed. The application of built-in navigation and so on seems not difficult to achieve. If the future smart glasses go beyond the current mobile operating system itself and become an independent application, it may not be far from subverting smart phones. Of course, this product is obviously not going to be pursued by apple. Apple is more concerned about the application built under the IOS system, and provides certain hardware support for its content services. That’s what Apple cares about most, so the innovative Apple glass may be far away. More is a kind of intensive cultivation under the existing market mode.
In our cognitive smart glasses market, Google and Microsoft’s hololens glasses are undoubtedly dominant at present. Whether Apple can redefine the development of smart glasses, the market is looking forward to it. For a time, it was rumored that Apple glass could be used without computers or smartphones; Apple’s ar glasses would run a customized IOS based operating system (ROS). However, the rumor has not come true. Once upon a time, there was news in the market that Apple had terminated the long rumored ar glasses project. The reason is that “ar glasses are related to the fact that the current AR / VR hardware design can not achieve lightweight, and the required 5g networking and content quantity are not mature enough.”
At present, there are smart glasses on the market, which can realize voice call. Double click the legs of the glasses to answer / hang up the phone when calling, and control the play / pause when playing music. It also supports intelligent recognition of wearing status, automatic pause when taking off the glasses and resume playing when wearing them. According to market research, the smart glasses market is a fertile land with huge space for exploration. However, if there is no subversive application foundation, the smart glasses may have more desire for conceptualization, and the real application opportunities need to be explored.