Apple’s AR/VR headset likely to come with a monthly subscription

According to TrendForce research, AR/VR device shipments will reach 14.19 million units in 2022, with an annual growth rate of 43.9 percent. Increased demand for remote interactivity as a result of the pandemic will drive growth.

TrendForce believes that no other branded products will be able to replace Oculus or Microsoft's current mainstream status until at least 2023.

The HoloLens 2 dominates the commercial market, which costs more than $1,000 and up to $3,500.

Because the commercial market places a greater emphasis on the advantages of hardware and software integration, manufacturers who dominate commercial systems, software, and platforms have an advantage.

According to TrendForce, given the hardware performance requirements and gross profit margins, Apple will most likely target the commercial market and use the same pricing strategy as HoloLens.

Overall, TrendForce believes that the introduction of new products by Apple, Meta, and Sony this year will be delayed and will not contribute significantly to the overall AR/VR market for the time being.


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