Apple analyst Gene Munster is out with his Apple predictions for the next five years. Notably, the analyst is predicting that the company will release its rumored glasses in 2020.Our best guess is that Apple Glasses, an AR-focused wearable, will be released mid FY20. This is based on the significant resources Apple is putting into AR, including ARKit and the recent SensoMotoric Instruments acquisition. We believe Apple see’s the AR future as a combination of the iPhone and some form of a wearable. With an average sale price of $1,300 we expect initial demand to be limited at just over 3m units compared to 242m iPhones that year. This equates 2% of sales in FY20 increasing to 10% ($30B) in FY22 when we expect the ASP to be about ~$1,000.
Munster believes that iPhone growth will peak in 2019 then decline as Apple Glasses grow in popularity.
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