Apple's Vision Pro 2: Delayed Launch, AI Upgrades, and Price Challenges Await

Renowned Apple analyst Ming-Chi Kuo recently shared insights on Apple’s upcoming augmented reality headset, the Vision Pro 2, via a blog post on Medium. He predicts that this highly anticipated device will enter mass production in the second half of 2025, a timeline that represents a delay from earlier rumors.

According to Kuo, the Vision Pro 2 will feature the new M5 chip, designed to substantially enhance computational capabilities and offer an unparalleled Apple Intelligence experience. This innovation is expected to significantly improve the device's ability to handle complex tasks and run AI applications efficiently.

A standout attribute of the Vision Pro 2 is its integration of Apple Intelligence with spatial computing. This combination promises a superior user interaction experience, improved task efficiency, and a wider range of application possibilities. Users can anticipate more intelligent and intuitive interactions through this new headset.

Kuo speculates that the Vision Pro 2 might incorporate a text-to-video model akin to OpenAI’s Sora, providing a novel method for users to generate and view video content through the device. Despite these advancements, significant changes in hardware design are not expected. Instead, Apple is likely focusing on resolving interaction challenges found in the first generation by incorporating eye-tracking, gesture controls, and enhanced AI.

The analyst also opines that the Vision Pro 2’s price point will likely remain high at around $3,500, unless Apple introduces substantial changes or reduces costs. This could limit its mainstream appeal despite its technological upgrades.

Kuo mentions that Apple may not immediately adopt TSMC’s 2nm process for the M5 chip due to wafer cost considerations, potentially opting for the more established 3nm "N3P" node. This strategic decision aims to balance cost efficiency with timely market entry.

Adding to the competitive landscape, Apple might launch a lower-cost version of the Vision Pro, aiming to increase its market reach. This move could attract a broader consumer base and expand Apple’s influence in the AR sector.

The Vision Pro 2 underscores Apple’s continued AR investments and sets the stage for a diverse and competitive wearable market. As technology advances and consumer demands evolve, the company’s ability to lead in this domain remains to be seen.