Titanium Media App reported on July 11 that Ming-Chi Kuo released the Apple AR/MR helmet forecast update report on his personal Twitter on the 11th. Ming-Chi Kuo said that the second-generation Apple AR/MR may have high-end and lower-priced models, which are expected to ship in the first half of 2025, and component suppliers are expected to start supplying them in the second half of 2024. Largan may become a new supplier of Pancake lenses for the second-generation Apple AR/MR helmets, and is expected to expand production for this order in its new Taichung plant. The first-generation Apple AR/MR Pancake lens suppliers are Yujingguang (main supplier) and Yang Mingguang (second supplier). GIS is a Pancake lens lamination supplier. The above suppliers are expected to be in the second generation supply chain.
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