Gene Munster，Internet business senior analyst of leading US investment bank Piper Jaffray, said recently that Apple’s iPhone will work with third parties to create VR helmet next two years. In his view, Apple’s VR headset is another product “Made for iPhone”. This means, VR headset is just a accessories for Apple iPhone, like the current Apple Watch, it definitely contribute to a significantly revenue to iPhone.
Apart from VR, Munster also expects Apple will launch a MR (mixed reality) product during the 2021-2025 Nian. He think MR will be the those updated from VR case. But specifically Munster did not explicitly stated what kind of product.
As what he said, AR / VR case is especially important for Apple, it is currently too early to discuss how to it would be updated like iPhone and iPad. However, for now, Apple’s iPhone VR helmet based on iPhone would be followed the launch of the iPhone. Nevertheless, Munster believes Apple will become important player of the next generation of computing platforms.
Harvard Business School professor Clayton Christensen in “The Innovator’s dilemma” a book said that companies are generally reluctant to invest in new areas with limited opportunities and could jeopardize the existing products. Not to mention the apple master in innovator.
In developed countries, the smart phone market has matured, it is increasingly difficult to find innovation. As a result, Apple will be focus on VR headset or AR to meet dramatically demand in consumer for the introduction of a new bright spot for the iPhone.