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Analyst Ming-Chi Kuo is predicting that the expected Apple AR headset has been pushed past the original timetable because of the impact of China’s coronavirus lockdowns.

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I believe Apple’s AR/MR headset shipping date will postpone to 2Q23 (vs. 1Q23 of market consensus) because Shanghai lockdown interrupts the development. As expected, there were no clues for AR/MR headset at WWDC 2022. Here is my prediction for Apple AR/MR headset schedule.— (Ming-Chi Kuo) (@mingchikuo) June 7, 2022
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