He further suggested that Meta's practice of selling VR headsets at a loss is unsustainable, a fact that could contribute to Apple's opportunity. He wrote that Meta is slowing down its investment, creating an opportunity for upcoming competitors like Apple. It pointed out several weaknesses in the mixed reality business at Meta (which owns Oculus headsets, as well as Facebook and Instagram). The analysis was not exclusively about Apple's headsets and covered other parts of the VR/AR industry. Thus, he predicted the headset would be a boon for the immersive game industry. Kuo echoed other recent reports and noted that the device would support "video see-thru," and allow for switching between modes. He also supported other recent leaks and speculation that the upcoming headset will not be exclusively or primarily focused on augmented reality (which places virtual options in real-world space) rather than virtual reality (which immerses the wearer in an entirely virtual space). Kuo called the headset "the most complicated product Apple has ever designed," noting that many current Apple suppliers are involved in the supply chain for the product. On Thursday, he published a lengthy analysis of the VR headset industry and predicted that Apple's device will "likely" arrive in January. Further Reading 13-inch MacBook Pro review: Appleās M2 is a worthy follow-up to the M1Kuo has often made accurate, informed predictions about Apple's plans in the past, based partly on information from sources in the company's supply chain.
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