The development of the Apple Vision Pro 2 has not been halted, despite the first AR headset failing to garner the much-needed reception, with a previous estimate stating that the U.S. had yet to see 100,000 shipments. Regardless, an analyst points out that the new head-mounted wearable will ship with a brand new M5 chipset, delivering incredible compute performance that should elevate the user experience while pointing out various additions that could surge the successor’s popularity.
Design of the Apple Vision Pro 2 could remain unchanged, reducing production costs and possibly contributing to a lower retail price
Alongside the low-cost version, TF International Securities analyst Ming-Chi Kuo predicts that the Apple Vision Pro 2 will enter mass production in the second half of 2025 and will ship with the new M5 chipset. Sadly, the specifications and lithography were not shared, but he previously mentioned that Apple would not switch to TSMC’s 2nm process next year due to the high wafer costs, meaning that the A19 and A19 Pro will likely be mass produced on the improved 3nm ‘N3P’ node.
Based on this launch timeline, we speculate that the M5 will also take advantage of TSMC’s N3P technology, but much can change as time progresses. Kuo states that the chipset upgrade will deliver an improved Apple Intelligence experience, and the lack of an extensive design change or switch in specifications means that the technology giant will save a hefty sum in production costs. It makes less sense to introduce a design overhaul to the Apple Vision Pro 2, especially when the first iteration already looks premium and futuristic compared to the competition.
In his Medium blog post, Kuo points out that the current Apple Vision Pro cannot present an intuitive and efficient user experience, so integrating Apple Intelligence is necessary to alleviate this problem. Furthermore, the Apple Vision Pro 2 can be integrated with better eye tracking and gesture control, which will upgrade its spatial computing capabilities. The analyst did not mention a potential launch year for the second-generation AR headset, but Bloomberg’s Mark Gurman previously stated that we should not expect it before the end of 2026.
With the low-cost model reportedly arriving sometime in 2025, its low price stands to deliver a more attractive proposition with buyers, and that may cannibalize Apple Vision Pro 2 sales if it launches in the same year.
News Source: Ming-Chi Kuo
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