1. Vision Pro is destined to be greater than the iPhone The release of Apple's Vision Pro in 2023 is destined to be a greater era than the release of the iPhone in 2007. Humanity has officially moved from mobile computing to spatial computing
1.Eye Movement and Gesture Interactions:The Vision Pro has made significant improvements in eye movement and gesture interactions, and Apple has succeeded.
The result is a smooth and silky operating experience. Based on feedback from users who have already experienced the device, this new way of interaction recognition has received positive reviews and a very good experience. This kind of eye movement and gesture operation will bring new scene changes and interaction forms.
2.Ultra HD Display:After wearing the device, the biggest feeling of the user is that its clarity is extremely high, similar to looking at a high-quality computer.
Screen. Whether it's movies, TV, or content, it can show good color response, which is a significant effect of hardware upgrades.
3.3d and :Vision Pro supports shooting and 3D and 3D. Recently, there has been some feedback and demonstration of this feature overseas. For example, the iPhone 15 Pro is also capable of capturing 3D **and** with a sense of depth. This new form of content delivery will give rise to new applications, such as 3D beauty tools, as well as new perspectives** for films, events, exhibitions, and more.
2. Recent developments and market expectations
1.Vision Pro go-to-market progress:According to sources, the Vision Pro will be officially sold in North America at the end of January 2024. At the same time, the shooting capabilities of the iPhone 15 Pro have also been reflected.
2.The application is online synchronously:When some apps are launched, you can check the box to launch Vision Pro simultaneously. In fact, when VisionPro was first released, it was mentioned that apps on iPhone and iPad would be available on the same device.
3.Visions for future applications:While some basic apps, such as weather, notes, meetings, reading, and ***, etc., are available.
To put it simply, Vision Pro is a concept of a projection or display. However, for more complex interactive application scenarios, such as complex mobile games, how to achieve synchronization and presentation in Vision Pro still needs further consideration.
4.Native ecosystem content and applications: Native content and apps for Vision Pro are expected, but no clear signs or forms are yet to be seen. We look forward to the emergence of popular apps due to changes in interactive forms, just like fruit cutting or angry birds in the Huawei era.
Third, the market judgment and expectations
Although the market has certain expectations for the MR field, from the current communication and assumptions, everyone has not fully imagined MR
New application scenarios and application states that may be brought to the table. As a result, we believe that current expectations are not fully reflected in the market**, and that the market's understanding and research on MR needs to be deepened.
Apple will officially mass produce the first-generation MR (mixed reality) product Vision Pro in December this year, with the first batch of about 400,000 units, and the sales target is 1 million units in 2024 and 10 million units in the third year. At the same time, Apple's ** chain has begun to prepare the production plan for the second-generation Vision Pro VR glasses, and the second-generation Vision Pro will start proofing in the second quarter of 2024.
Fourth, the combing of relevant targets
1.Game Section: Games are considered to be the clear direction of application in MR.
Hengxin Oriental:As an early entrant in this field, it has launched a game product with eye tracking and bare-hand interaction, which is a relatively scarce content that is expected to drive changes in new forms of game interaction.
Baotong Technology:The husky company invested by Baotong Technology has a certain accumulation in the field of VR games, and the company has been in contact.
The Vision Pro's development kit and qualification configuration are being updated and iterated on the game to better match Apple's eye movements.
Gesture manipulation. Fuchun shares:MR games have a leading layout, and substantial products have been presented.
2.Hardware sector: It is expected to be the first to benefit.
In the field of complete machine assemblyLuxshare PrecisionwithGoertek sharesIt has strong technical strength and close cooperation with Apple.
In terms of optics,Sunny Optics, Crystal Optoelectronics, Suda Vigand so on full layout.
Perceptual interaction aspect,Zhaowei ElectromechanicalwithSmart CubeWe can provide relevant hardware and testing equipment.
Gao Wei ElectronicsAs the main supplier of the front lens module of the iPhone, it is expected to continue the early cooperation with Apple on the Vision Pro.
Changying precisionAs a leading precision component in China, it has participated in the research and development of major XR products for all leading customers in the industry.
Obi ZhongguangIt is the industry's leading provider of 3D visual perception overall technology solutions.
Lingyi ZhizhiIt is the core partner of MR overseas leader.
TrinityIt provides a complete PANCAKE optical film solution in both the proximal eye end and the display end.
Guoguang ElectricStable supply of products for VR head enterprises such as M customers and P customers.
5. Future prospects
It is expected that in January next year, when more people get their hands on the Vision Pro device and experience the possible new application scenarios, such as new game types, interaction methods and application scenarios, there may be room for further market interpretation. We will continue to monitor developments and investment opportunities in the MR sector.