MR (Mixed Reality) technology is gradually becoming a hot topic in the technology field, and Apple's upcoming mass production of Vision Pro and Meta's Quest 3 have both made important progress in the MR field. MR technology provides users with a more immersive experience by combining the virtual and real worlds.
Apple plans to officially mass produce the Vision Pro in December this year, which is its first MR device. According to reports, Apple has begun to communicate with **Chain about the second and third generations of Vision Pro, hoping to expand sales by reducing costs and **. Apple has big ambitions for the MR market and plans to increase sales from 400,000 to 10 million units in the next three years.
At the same time, Meta also released inside-out body tracking (IOBT) and generative legs technologies, which can achieve full-body **ATAR tracking on the Quest 3 headset, providing users with more realistic avatars. This technology will greatly enrich the user experience and make virtual reality more realistic.
With the continuous increase of policy support for the virtual reality industry, the virtual reality industry is ushering in a window period of integrated application. The "Action Plan for the Integrated Development of Virtual Reality and Industry Applications (2022-2026)" jointly launched by the five departments proposes that by 2026, the overall scale of China's virtual reality industry will strive to exceed 350 billion yuan, and the sales of virtual reality terminals will exceed 25 million units. This will further promote the growth of high-quality content supply and accelerate the implementation of VR-related application scenarios.
In the case of changes in human-computer interaction mode, MR content will usher in a large increase in demand. Based on the characteristics of Vision Pro, which pays more attention to visual effects, VR content such as casual puzzles, simulation, socialization, **application, interaction**, and creativity will be more in line with this characteristic. In addition, VR content will also get a better sense of experience.
Therefore, it is recommended to pay attention to the relevant content providers represented by game companies in A-shares. These companies have layouts in VR game development, VR art creation, VR entertainment planning and production, VR education product research and development, etc., and are expected to benefit from the growth of VR content in the future.
Note: The data and opinions in this article are provided by Haitong Media team and are for reference only.
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