Next-gen Apple Vision Pro expected by late 2025 or early 2026

Next-gen Apple Vision Pro expected by late 2025 or early 2026

  • 4 hours ago
  • bgr.com
  • Keywords: successor, successor

Apple is reportedly developing two next-generation Vision Pro successors, including a lighter, more affordable model and a powerful Mac-tethered version, with releases potentially arriving by late 2025 or early 2026. Rumors suggest the new devices may feature a thinner design, titanium components, and a dark graphite blue color, though details remain scarce.

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Analyst rating: Buy

Apple's Vision Pro sales were underwhelming, but they are developing successors.

Context

Business Insights and Market Implications Analysis

Key Facts and Data Points

  • Release Timeline: Apple is reportedly developing successors to the Vision Pro, with the lighter, more affordable model expected between late 2025 and early 2026.
  • Two Models in Development:
    • A lighter, more affordable Vision Pro model.
    • A Mac-tethered version that is significantly more powerful.
  • Rumored Product Name: The new device may be called the Apple Vision Air.
  • Design and Features:
    • Thinner design.
    • Use of titanium for frame, connectors, and battery components to reduce weight.
    • New color option: dark graphite blue, similar to the iPhone 5’s black finish.

Market Trends and Business Impact

  • Strategic Move in AR/VR Market: Apple is doubling down on its spatial computing strategy despite the underwhelming sales of the first-generation Vision Pro. This indicates a long-term commitment to the AR/VR market, which is projected to grow significantly over the next few years.
  • Addressing Market Gaps: The development of a lighter and more affordable model suggests Apple is aiming to address criticism of the originalVision Pro’s bulkiness and high price point.

Competitive Dynamics

  • Competitor Landscape: Apple faces stiff competition from companies like Meta (with its Oculus line) and Microsoft (with HoloLens). These competitors have established strong footholds in both consumer and enterprise markets.
  • Differentiation Strategy: By offering a range of products—affordable to high-end—Apple aims to capture different market segments, potentially attracting both budget-conscious users and those seeking premium features.

Strategic Considerations

  • Product Portfolio Expansion: The introduction of two distinct models indicates a strategic shift toward catering to diverse customer needs within the AR/VR space.
  • R&D Investment: The development of advanced hardware (rumored M5 chip) underscores Apple’s commitment to innovation, which is critical in maintaining its competitive edge.

Long-Term Effects and Risks

  • Potential Market Leadership: If successful, these new models could position Apple as a leader in the AR/VR market, particularly if they manage to bridge the gap between consumer adoption and enterprise use cases.
  • High Risk, High Reward: The high cost of R&D and production for spatial computing hardware poses significant risks. However, the potential rewards in terms of market share and brand loyalty could be substantial.

Regulatory Implications

  • Regulatory Environment: While not explicitly mentioned, the AR/VR market is subject to evolving regulations around data privacy, safety standards, and interoperability. Apple will need to navigate these regulatory challenges to ensure compliance and maintain a competitive edge.