1. According to interface news, Apple will officially mass produce the first-generation MR in December this year, with the first batch of about 400,000 units, and the sales target for 2024 is 1 million units, and the third year will reach 10 million units.
2. Apple's MR-related concept stocks are fully sorted out.
1. Optical module.
Liding Optoelectronics: Optical lens manufacturer.
Shuangxiang shares: optical grade PMMA material ** business.
Crown Stone Technology: A leading company in polarizers.
Sanli Spectrum: Optical film manufacturer of folded optical path scheme.
Jeput: Supply Apple MR, lens inspection equipment manufacturer.
2. Technology and content ecology.
Hengxin Oriental: is developing a game adapted to Apple's MR, and has acquired 2258% of the shares, becoming the largest shareholder of VRC, a leading company in the United States that currently makes the best metaverse games and content.
Aofei Entertainment: Participated in Dapeng VR, helmet + VR content aggregation platform.
Huali Chuangtong: The main research and development of first-class testing technology, some products have virtual reality.
Fantuo Digital Creation: 3D 3D rendering technology licenses its virtual software.
Digital Video: The world's first 360-degree panoramic 4K version of VR** live broadcast technology.
Skyworth Digital: Partnering with an overseas platform with 3,000 VR games.
Jiachuang Video: Create VR + radio and television cooperation.
Baotong Technology: At the inflection point of Q4 performance, the VR game "Fantasy Skiing" developed by the invested Husky Company performed well on various VR equipment platforms.
Lisheng Sports: Layout VR virtual event scenes, launch VR + racing interaction.
Roman shares: plans to acquire Holovis, the world's top IP design company, to do MR and other visual research and development for Apple, spatial computing is the world's leader.
Silk Road Vision: A subsidiary, Silk Road Vision, provides AR VR MR integrated solutions.
Kaiying Network: Invested in Dapeng VR and stocked up on action competitive VR games.
Tom Cat: The existing Talking Tom family IP game products have expanded to VR and other multi-terminal application scenarios.
Fengyuzhu: Layout holographic images, naked-eye 3D, VR AR MR, big data visualization, AI human-computer interaction and other technical applications.
Fuchun shares: The first self-developed shooting VR game "Nightmare Hunter" has been launched on the Steam platform.
3. Micro display.
Qingyue Technology: Silicon-based OLED display technology.
Lehman Optoelectronics: MicroLED display technology for VR glasses.
HC Semitek: MicroLED chips can be used in VR AR devices.
Liande equipment: R & D and sales of AMOLED display module equipment.
BOE A: Mass production of a variety of AMOLED smart wearable displays.
4. Assembly test.
Medichem: VR AR MR optical waveguide film supply camera module.
Changying Precision: PCB board supply Apple MR
Goertek: Provide external power supply for Apple MR.
Lixun Precision: Apple MR solicits assembly manufacturers.
Bozhon Seiko: Apple MR optical module assembly and testing equipment manufacturer.