With the continuous development of science and technology, the ecological construction of 3D content has become a topic of great concern. As a leading enterprise in the field of science and technology, Apple is also constantly increasing the construction of 3D content, which is expected to lead the era of spatial computing.
In terms of 3D content construction, Apple has launched the object capture and space** functions in 2021 and 2023 respectively, continuously promoting the improvement of the 3D ecosystem. The object capture function can model real-world objects in 3D, while the spatial** function can dynamically display the 3D model, allowing users to feel the 3D content more intuitively.
Apple has maintained a relatively open attitude when it comes to 3D content development, and the 3D model format generated by target capture is USDZ, which is currently the most commonly used 3D model format in the industry. The versatility of this format allows Apple's 3D content to better interact with other software and hardware, further promoting the development of the 3D ecosystem.
At the same time, Apple has also adopted an advanced ** encoding method in 3D shooting, that is, MV-HEVC. HEVC is considered one of the most advanced coding standards available today and has been developed by more than a dozen organizations around the world. Apple Space**'s file formats currently support QuickTime and MPEG-4, and this compatibility allows Apple's 3D content to better interact with other software and hardware.
Apple's relatively open approach not only provides more content for its own development**, but also helps drive progress in the XR industry as a whole. The XR industry is an emerging industry that includes areas such as virtual reality, augmented reality, and mixed reality. As technology continues to evolve, so will the XR industry's content library, and Apple's openness will help drive progress across the industry.
Based on 3D shooting technology, the XR industry content library will be further enriched, promoting the construction of the Vision Pro ecosystem and bringing more innovative application scenarios. With terminal devices such as MR glasses, 3D shooting will shine in many fields. On the B-side, it can help doctors make medical diagnoses and help patients faster**;Design for industrial products to reduce costs and increase efficiency, standardize process control;Help merchants better promote products and convert traffic. On the C side, the limitations of time and space can be eliminated and the efficiency of teaching and learning Xi can be improvedIt brings more immersive entertainment interaction, pulls in social distancing, and provides the ultimate cultural tourism experience.
The development of 3D content is expected to form a virtuous circle with the sales of Vision Pro, driving the development of industry chain companies. The construction of 3D content is expected to further open up the sales space of Vision Pro, and the increase in sales of Vision Pro can further promote the promotion of 3D content and related applications, and companies related to the industry chain will usher in benefits.
As early as 2021, Apple launched the object capture function, and Apple continues to make efforts in the field of 3D content construction, which is expected to promote the ecological construction of Vision Pro and lead the era of spatial computing. Recommended industrial chain related beneficiary targets: Lixun Precision (002475), Gaowei Electronics (1415.)HK), Zhicube (301312), Shenzhen Keda (688328), Jiepute (688025), Bozhon Seiko (688097), Rongqi Technology (301360), Huaxing Yuanchuang (688001), Bojie (002975), Crystal Optoelectronics (002273), Lante Optics (688127), Sunny Optical Technology (2382).HK) and so on.
Risk warning: MR sales are lower than expected;The R&D progress of related companies is not as expected;Competition in the industry has intensified.
Note: The data and opinions in this article are provided by the Guojun Electronics team and are for reference only.
A shares