Kuo is unsure whether the delay would result in the January announcement being pushed back, but he did note that an overly lengthy period between a media event and mass shipments can hurt sales.
The mass shipment schedule of components is still likely 1H23/2Q23, but due to postponed mass shipment schedule of the end product, Apple MR headset shipment forecast in 2023 will likely be less than 500k units, which is lower than the market consensus of 800k-1,200k units.