On the news side, Apple will officially mass produce the first-generation MR product Vision Pro in December, with the first batch of about 400,000 units, and the sales target for 2024 is 1 million units. Apple CEO Cook said that Apple's Vision Pro breaks through the "shackles" of game consoles, and uses Apple's own ecosystem advantages to keep it in sync with other devices such as iPhone, Pad, Mac, etc., and the application scenarios are generalized to social, office, life and other fields.
Vision Pro is regarded by the market as a milestone in the development of consumer electronics, and is expected to open a new cycle of consumer electronics. Recently, the funds in the A-share consumer electronics sector have been significantly active, and the share of consumer electronics ETFs (159732) has increased by three times since October, with a cumulative net subscription of up to 4500 million yuan. On December 8, 2023, the consumer electronics industry chain in the secondary market has strengthened, and near midday, Transsion Holdings, Rainbow Shares, and Luxshare Precision all rose by more than 3%, and USI, Jingfang Technology, Changdian Technology, TCL Technology, and Wingtech Technology all rose by nearly 2%.
The Consumer Electronics ETF (159732) tracks the CNI Consumer Electronics Index, and the industry is mainly distributed in mainstream sectors with high market attention such as electronics manufacturing, semiconductors, optics and optoelectronics. By comparing the Huawei Platform Index (8841007WI), the consumer electronics ETF involves Huawei's conceptual weight content accounting for 7120%。Among them, the concept of Huawei's smart phone industry chain is involved in Lixun Precision, BOE A, Goertek, etc.;Huawei's intelligent vehicle industry chain concept includes Desay SV, Joyson Electronics, Huayang Group, etc.;Huawei's semiconductor industry chain concept includes Weir shares, Wingtech Technology, GigaDevice, etc.;The concept of smart wearable industry includes Sanhuan Group, Crystal Optoelectronics, Lens Technology, etc.
Jiang Hai** said that with the gradual maturity of Apple's visionOS ecosystem, it is expected to provide developers with a unified ecological platform. At present, there are a variety of VR MR platforms, such as Meta's Oculus, ByteDance's PICO, and HTCVive, all of which use different ecological platforms. After entering the market through VisionPro, Apple is expected to successfully replicate the macOS and iOS experience into VisionOS by using its years of independent ecological experience, so as to create an application-rich MR ecological platform, and related companies will usher in opportunities.
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.