Apple and Tim Cook have shown strong confidence in the augmented reality (AR) market. The iPhone X was one of the first devices to highlight AR capabilities, setting it apart from competitors. Apple is also reportedly working on its own AR headset, signaling a long-term commitment to this emerging technology.
Quanta Computer, a long-time supplier for Apple, has recently entered into a partnership with Lumus, an AR parts manufacturer. This collaboration could play a key role in Apple’s future AR headset development by helping reduce production costs. Quanta will gain access to Lumus’ technology to produce lenses for AR headsets, which can be used by other clients as well.
Last year, Quanta invested $45 million in Lumus, showing its serious interest in the AR space. A senior Lumus executive mentioned that this partnership could significantly lower the cost of critical AR hardware, making the technology more accessible to consumers and reducing the overall price of AR glasses.
According to reports, Quanta claims that the total cost of AR hardware could be less than that of a high-end smartphone, which would be a major milestone for mass adoption. However, it's still unclear if this partnership directly involves Apple, though the agreement covers the next 12 to 18 months.
While companies like Foxconn, Pegatron, and Wistron are focused on producing iPhones, they may not have the resources or expertise to support Apple’s AR headset project. Apple’s recent focus on AR suggests a strategic shift away from traditional smartphones, aiming to create a new product category that differentiates itself through immersive experiences.
Bloomberg reported in November that Apple is preparing to launch an AR device—either a headset or a pair of smart glasses—but the exact form remains unknown. The company aims to have all necessary technologies ready by 2019.
Internally, Apple refers to the device as “T288,†running a custom operating system called “rOS†(Realistic Operating System). The device is expected to support multiple control methods, including gesture recognition, Siri voice commands, and touch controls, enhancing user interaction.
It’s still uncertain whether the AR headset will function as a standalone device or as an accessory for the iPhone. If it integrates with iOS, it could bring new content and gaming experiences to users. Apple’s investment in AR seems to be part of a broader strategy to maintain its leadership in the tech industry, especially as smartphone innovation slows down.
The iPhone X already includes advanced AR features, such as a three-dimensional sensor that maps the environment, allowing developers to overlay digital content onto real-world scenes. This feature is exclusive to Apple and gives it a competitive edge in the AR space.
Although Apple has been working on AR glasses or headsets for years, CEO Tim Cook previously stated that current technology isn’t yet ready for a seamless user experience. However, recent developments suggest that Apple is closer than ever to launching a consumer-ready AR product.
Apple’s success in developing new products often relies heavily on its foundries and suppliers. For example, Foxconn played a key role in the development of the iPhone X’s wireless charging module. While Apple focuses on software, design, and user experience, its partners handle the hardware and component technologies.
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