New chip architecture... VR headsets... a car produced w/ Kia... They are over-extending themselves. There's like 5 different versions of their iOS software now, each with their own recurrent bugs. The software dev teams are fragmented and their portfolio keeps expanding. Something's gotta give.
The variable resolution feature combined with custom Apple silicon makes for some serious potential here. Those are killer software and hardware features. High resolution where you need it, and computing power designed for VR rather than plucked from an assembly line producing chips aimed at phones.
Assuming this device is to be tethered to a computer, how does Apple get AMD and Nvidia to make driver optimizations though? I can't see an Apple-built chip being powerful enough to provide enough graphics power. I also can't see Apple building a gaming ecosystem that can compete with established players like Steam and Oculus.
We need a few more "killer apps" for VR. Half Life Alyx is one. That's not enough.
If it’s anything like what happened with Oculus, Valve will offer to make their headsets compatible with Apple’s platform (and vice-versa), and if they refuse, Valve will manually add support for Apple’s headset to SteamVR.