A collection of Vision Pro special reports, a quick overview of the analysis of six dimensions.
Text |Green Cliff White Deer.
(VRPINEA, December 29, 2023).If you want to nominate the most anticipated product for XR practitioners in 2023, Apple Vision Pro must be on the list, WWDC 2023 in the early morning of June 6, please consciously like the late party. What if you had to nominate the product that XR practitioners are most looking forward to in 2024?That Vision Pro will still bear the brunt of the attack.
One is a release, one is a sale, could it be that Apple Vision Pro is the "purple MSI from the sky"?Jokes aside, Vision Pro is important to the XR industry and smart wearables such as "headsets", a next-generation spatial computing platform that is almost destined to be included in the Silicon Valley Computer History Museum.
The Computer History Museum displays the first Apple computer).
In the previous feature report article, Xiao P analyzed the advancement, influence and value performance of Vision Pro from six different dimensions. In this article, Xiao P will summarize the previous article, refine the essence, and use concise expressions to systematically introduce Vision Pro and the "Vision Pro Effect" again.
Hardware analysis
Previous link: "Vision Pro Special Report Hardware Analysis".
Apple's strategy on hardware is simple but also useful, with the most advanced material configuration at this stage, piling up the hardware gap between the Vision Pro and mainstream XR devices 2 3 years. In fact, to some extent, this is also a compromise for Apple. After all, at the beginning of the project, Apple wanted to directly develop an AR glasses with performance comparable to science fiction works in one step, and only after finding that something could not be done, it was "downgraded" to a headset.
vision pro）
Vision Pro's hardware innovation focuses on chips, displays, optical lenses and sensors. Vision Pro adopts a dual-chip architecture of M2+R1, where M2 is responsible for computing power support, and R1 is a dedicated co-processor responsible for sensor data (transmission delay of 12ms). The performance of the M2 main chip of the Mac series is like stuffing a computer into the headset.
The inner screen of the Vision Pro is equipped with two 1The 42-inch Sony Micro OLED display has a pixel density of about 3400 PPI and has 23 million+ pixels, which can provide 4K-level resolution for one eye. Vision Pro's optical lens is designed with a 3P pancake folded optical path, which is thinner and lighter, and has better imaging results. In terms of sensors, it is fully equipped with 12 cameras and 5 dedicated sensors.
Schematic diagram of Vision Pro 3P Pancake optical lens).
Interaction logic
Previous link: "Vision Pro Special Report: Interactive Logic Analysis".
The natural interaction logic of Vision Pro is a "conspiracy" of Apple to reshape the existing human-computer interaction paradigm of XR devices. The five senses are the first instinct of human beings to perceive the world, therefore, the "hand + eye + mouth" collaborative interaction method adopted by Vision Pro is actually closer to the user's natural habits and interaction intuition.
Vision Pro Gesture Interaction).
In addition to the underlying logic of natural interaction, Vision Pro is also quite ingenious in the human-computer interaction interface. Circular icons, 3D prominence, and the human eye will naturally guide us to look into the middle of the object, so using regular circles allows for more precise eye tracking operations.
The background color of the UI interface with frosted glass texture can weaken the "abruptness" of the integration of virtual content and reality, and users will have a sense of cognitive extension when looking at the real environment through the frosted glass-like interface.
Vision Pro UI interface).
Content inference
Link to the previous article: "Vision Pro Special Report Content Deduction".
On the basis of the top hardware configuration and the self-contained system of underlying interactive logic, Vision Pro needs a content ecology that can give full play to this "good foundation", and needs enough and high-quality native applications to reflect its value. First of all, the existing Apple ecosystem is full of the basic application of Vision Pro, which is born from macOS, iOS and iPadOS, which provides a natural advantage for ecological compatibility.
On top of that, it's time to dig deeper into the tracks where killer apps may emerge. Xiao P believes that spatial, natural interaction, productivity, streaming, and e-commerce services based on spatial computing all have the potential to appear as king-bomb applications.
killer app”）
The space of Vision Pro is more like a memory than a memory. It can provide emotional touch, human value, more than its significance at the technological level. The natural interaction logic of Vision Pro is very different from the mainstream products in the market, and the native application that can adapt to and maximize the charm of this interactive system will likely reproduce the story of the popular mobile game in the iPhone touch screen era and become the next "Fruit Ninja".
Vision Pro enables greater virtual productivity in areas such as virtual office, coordination spaces, and interactive socialization. The decentralization of technology brought about by Vision Pro space shooting can make the technology more accessible to the public, from "can do" to "can be done simply". In addition, the best streaming application based on Vision Pro's powerful audio-visual effects;E-commerce services based on Vision Pro's spatial computing capabilities are likely to be sought after by users with an experience that far surpasses that of existing devices.
Vision Pro promotional image).
Opportunity at the tuyere
Link to the previous article: "Vision Pro Special Report on Opportunities at the Beginning".
According to Apple's fiscal year data, App Store developers created 1$1 trillion in bill revenue and sales. So, there's no doubt about the fact that Vision Pro will bring new opportunities for content entrepreneurship.
App Store FY2022 data).
For traditional entrepreneurial hardware manufacturers, especially those VR manufacturers who focus on the low-end mass consumer market, Apple's Vision Pro is menacing, like a giant ship riding the wind and waves, and the situation is very clear - the ship is small and the wind is not resistant, and it is difficult for the ship to turn around. "Small" manufacturers, willing to "make a version" of Vision Pro, then there is a way to learn, otherwise stop the loss in time.
As for the "big" manufacturers, even if they want to change, it is even more difficult. Taking Meta as an example, Meta is strong in algorithms, gestures, eye tracking, environmental perception, etc., and its hardware capabilities, such as the Quest series headset, rely more on the solutions of China's ** chain. How can such a fragmented software and hardware strength fight with Apple, an "old hooligan"?
Cook vs. Vision Pro).
For small and medium-sized development teams, it is wiser to embrace Vision Pro as soon as possible and create native applications that adapt to its interaction logic, spatial ** and other characteristics. After all, with the magnitude and ecosystem of the existing XR market, it is difficult to support the emergence of a second "Beat Saber".
The essence of Apple's ecosystem is to use good enough hardware to allow more developers to make enough money in Apple's closed ecosystem, which is the real advantage of Apple's Vision Pro. Whether you're a mobile, PC, or XR developer, hurry up and jump into the arms of the Vision Pro!
Cook presents App Store at WWDC 2022).
The XR camp copes
Previous link: "Vision Pro Special Report: How the XR camp can take the next step".
A product that can provide users with use value is a good product. The existing XR equipment, the true AR glasses of the OST path, has a bright future, but it is still in its infancy;VR headset, in the eyes of the vast majority of consumers, is a game console.
After the official launch of Apple's Vision Pro, it is bound to have a great impact on the existing XR market, and even a "fatal blow". How can the XR camp take the next step: stick to the existing product line and compete differently with Apple?Raised in a glass jar, the future is bright, and there is not much way out. "Pattern-making" Vision Pro?How to cross the gap-like brand moat built by Vision Pro with Apple's ecology and technical barriers is also a big problem.
Moat"Vision Pro is an integrated platform of software and hardware, from the hardware point of view, the rest may be solved by the ** chain solution, but the technical high point of the screen and chip is currently difficult to overcome. In terms of software, if it is adapted to the natural interaction logic and visionos system, it will generate secondary investment, and even worse, the existing accumulation will be directly "lost". The first ones eat meat, and the later ones drink soup, which depends on who is more courageous.
2024 Market Landscape
Previous link: "Vision Pro Special Report 2024 Market Landscape Analysis".
Regarding the analysis of the market landscape in 2024, it can be divided into two parts: XR equipment and spatial computing headsets, and XR devices can be divided into two subcategories: VR headsets and AR glasses (MR headsets such as Quest Pro 3 are temporarily incorporated into the VR headset category discussion).
IDC headset shipment chart).
VR headsets: In the next two to three years, VR headset sales will continue**. Finally, its sales will stabilize in the range of 5 million to 6 million units per year and continue for a long time.
AR glasses: AR glasses will increase sharply in sales at a certain node, and the starting node may come at any timeMoreover, real AR glasses will most likely become the power engine for the sharp increase in AR glasses sales, but it will not be the current generation of products. If this node arrives in 2024, it is not impossible for the annual sales to soar to 10 million.
Real AR glasses network concept map).
Spatial computing headset: Apple will only sell Vision Pro in offline stores in the United States in the early days, so it is likely that the situation will be that 500,000 units will be sold, tens of millions of people will experience it, and millions of people will want it. In the words of Oculus founder Palmer Luckey, "Something everybody wants before it."'s something that everybody can afford.(Something that everyone wants, then something that everyone can afford)".
If the market performance of Vision Pro can develop as expected, just like Apple Watch and AirPods, it will become a new generation of sought-after smart hardware. Then the follow-up story is what Apple is very good at: gradually turning a concept product that was not its first creation, but has not been really developed, into an industry consensus. There is a high probability that in the next two years, spatial computing headset products will be like a carp crossing the river.
Apple "Family Bucket").
Conclusion
According to various sources, Vision Pro will be officially launched in Apple offline franchise stores in the United States as early as the end of January next year and at the latest in February. After it is actually launched and consumers can actually experience this product, based on market feedback, we will talk about Vision Pro in detail. After all, no amount of analysis is worth a real experience.
This article is the last article of VRPINEA in 2023, and Xiao P is here to wish you all a happy New Year's Eve, and we will meet again in 2024!
This article is an original manuscript of VRPINEA, **Please contact: brand@vrpineacom