Apple augmented reality technology patent sketch map
He believes that Apple will be in the "for iPhone Made" project to add virtual reality products.
Munster believes that apple in the field of virtual / augmented reality and third party cooperation, and it is similar to the investment and development of CarPlay car system. It is widely believed that apple in the development of independent brand cars, internal project code named "Titan Project", in the introduction of independent brand car before the car through the CarPlay involved in the field.
This strategy is in sharp contrast with Watch Apple. Apple's rush into growing the wearable device market, rather than sit Fitbit, pebble and other vendors with can be connected with the iPhone devices to increase market share. In Munster's view, Apple launched a $100 helmet to enter the virtual / augmented reality market are not interested, but it may to third-party vendors launched these products provide convenient.
Similar to Apple watch, virtual reality helmet may by Apple as the iPhone a junior partner -- to complement its function, and even pull its sales, rather than an independent product -- at least initially such, Munster said. He believes that even without the "for iPhone Made" project support, third party vendors will also be in the fall of this year to provide a true virtual reality experience of iPhone".
Munster believes that by 2021 -2025 period, the mixed reality will become part of Apple's product line. He believes that mixed reality is the ultimate reality of virtual reality products, but also the long-term development direction of the calculation. He wrote in the report, to determine the impact of the virtual / augmented reality transformation on Apple's model is still too early, we believe that Apple will play an important role in creating the next generation of computing models."
Rift Oculus virtual reality helmet
Munster in the report wrote, "in the past, Apple has repeatedly launched new products, eat the old product sales, such as the iPhone to erode the iPod, iPad and iPad Pro short-term nibble Mac, iPhone 6 / 6S plus cannibalize iPad. Although not yet launched products could encroach on your iPhone, but we believe that apple is definitely aware of smart phone is not 'forever'. "
Munster has always been convinced that Apple will launch its own brand of television, but he gave up this idea last year, turned its attention to virtual / augmented reality products, as well as Apple's own brand cars.
Piper Jaffray is bullish on one of Apple's investment company, Apple's stock rating to "overweight"), and maintain a target price of $172.