Hype around Apple headphones is high!
It’s not the iPhone 15 launch, but despite all the hype surrounding Apple’s AR/VR headset, it would be worth considering. However, while Apple fans may be excited to see the biggest introduction of new technology since the Apple Watch was first launched, for the rest of the investment world and perhaps even for consumers, it appears to be regular. And this can be ominous. This despite the fact that headphones are a completely different product category.
The lack of reaction from the market may be due to the web of secrecy that Apple maintains about its latest technology, but analysts have in every way leaked and dissected much of what will be in the headphones.
However, the success of this venture, if it reaches anywhere near the level of the Apple Watch, could send the stock sky high.
The impact of artificial intelligence
The reason behind the wet wet reactions may have a lot to do with the massive attention AI is getting. And Apple’s AI headset is nowhere mentioned (Apple prefers to use the term machine learning rather than artificial intelligence).
Notably, all wallets are pursuing anything even remotely related to AI in their name or business.
Bloomberg says analysts are using the words “modest” and “boring” to describe initial sales forecasts for mixed reality headsets.
In contrast, the Apple Watch caught everyone’s attention long before its launch, and was immediately praised by analysts and fans alike. Three reasons for this:
1. The category was well defined
2. The possibility of disruption was offered
3. Opening a winning opportunity in a new category – health care.
First of all, the Apple headset is not like the iPhone 15 or the Apple Watch in terms of potential global impact, and secondly, the wet feedback of the Apple AR / VR headset may have a lot to do with artificial intelligence.
“The headset isn’t dead on arrival, but I don’t think it’s going to be very exciting for people who aren’t gamers,” Mahoney Asset Management CEO Ken Mahoney told Bloomberg.
So what is he waiting for? “Meanwhile, AI is transforming businesses, and Apple doesn’t have an AI dance partner, it doesn’t even appear to be in the AI dance,” he added.
With OpenAI, Google, Microsoft and even chipmaker Nvidia rushing to make gains in the AI realm, Apple already seems to have missed out. However, under the leadership of Tim Cook, Apple has always been very careful about where it decides to go. It rarely sought a first-mover advantage, but dominated the market with its products and became the most valuable company of all time.
In particular, Cook said that Apple adds such technology to its products “very thoughtfully.”
Now all we have to do is wait for June 5th to see the true potential of AR VR headsets to disrupt the market.