Vision Pro officially opened for sale, once again attracting the attention of the market, which companies can be among its ** chain to become the focus, and more voices hope that after it lands in China, it can set off a new wave of consumption boom, injecting a shot in the arm into the sluggish consumer electronics track, but in the eyes of industry experts, although Vision Pro is in the limelight, but whether it is for the first chain enterprises or the stimulation of the consumer market may be limited, after all, MR products are not like Apple mobile phones, in the more than one billion user groups "share the cake".
Whether it is possible to pry the "fruit chain".
On the one hand, it is eye tracking, suspension window and other technical experience to amaze users, which can be said to be the first to open up in the field of VR and MR, but on the other hand, the problem of excessive product weight is difficult to ignore.
At the same time, the upstream companies of the Vision Pro industry chain have also become the focus of the market, and in the context of the unsatisfactory influence of the iPhone 15, the Vision Pro has undoubtedly become a new pillar of the "fruit chain" concept. Although Apple officially did not give a list of top suppliers, a number of brokerage agency research reports revealed that among the top companies in mainland China, Lixun Precision is responsible for assembling OEM, and Gao Wei Electronics is a sensor module manufacturer, and a lithium battery and power management system company includes Desay battery and speaker module A company is Goertek shares. According to the research report, Chinese mainland and Taiwan** chain provide 64% of Vision Pro's parts, but except for Luxshare Precision, they all provide parts of $10 and below.
As for higher value-added components, Apple is still more dependent on traditional partners such as Samsung and Sony, in addition to using Apple's self-developed M2 chip on Vision Pro, Samsung, SK hynix, Kioxia and other chip manufacturers also provide ROM and RAM memory chips, and the fuselage 1The 3-inch silicon-based Micro OLED screen is provided by Sony and LG.
Although domestic companies in the vision pro "a lot", but since the first official debut of vision pro in June last year, the stock prices of these companies have not risen as expected, for example, Zhaowei Electromechanical reached a high of about 102 yuan in early May last year, and now it is ** to about 525 yuan shares, Lixun Precision's share price has been low since the high of about 51 yuan shares in 2022, and now it is about 25$6 shares.
In the eyes of industry experts, this situation is not surprising, industry observer Major General Ding to the Beijing Business Daily reporter analysis said that Vision Pro in the country selected business, most of them are Apple's traditional partners, for iPhone and other products OEM for many years, for these companies "fruit chain" is not a new concept, naturally it is difficult to stimulate the stock price, more importantly, screens, chips and other high value-added products are still mainly by foreign companies, for domestic businessmen, vision PRO can hardly be called a shot in the arm.
Stimulation may be limited.
In addition to the "fruit chain" enterprise, Vision Pro's own fate is more worthy of attention, although it was robbed as soon as it was put on sale, and speculators from all walks of life emerged in an endless stream, but this is largely related to its small sales volume.
Other industry insiders believe that Vision Pro is destined to be a niche product, Tianfeng ** analyst Ming-Chi Kuo said that Apple has a huge active user base of more than 1.2 billion, as long as there is about 0007% of users are willing to try it, so it can be quickly sold out after opening pre-order, but 48 hours after opening pre-order, Vison Pro shipping time remains unchanged, which may indicate that after core fans and heavy users actively place orders, demand has fallen rapidly, and there are no more "fruit fans" to follow up.
However, there are also optimistic voices that the prospects of Vision Pro are still promising, after all, it has not yet been released globally, and it will be fully released after it lands in other markets around the world, especially in China. Apple CEO Tim Cook was also asked when the Vision Pro would be available in China, saying at the time that "no specific time has been determined". Ming-Chi Kuo said that Vision Pro will not be available in China until after the 2024 Apple Developer Conference at the earliest, and the official time may be at the end of this year.
Although many users in China are looking forward to it, from the perspective of the entire virtual reality industry environment, this year may not be a good time for Apple to enter. According to data from Lotu Technology, as of the third quarter of last year, the omni-channel sales of domestic XR equipment were 1260,000 units, down 367%, the largest market size mainly comes from the VR product market. VR online sales were 290,000 units, down 49 percent year-on-year8%；The sales volume was 100 million yuan, a year-on-year decrease of 481%。
Major General Ding believes that Vison Pro is expected to set off a boom after landing in China, but it is not easy to say how long it can last, the key is that although the iPhone is not as attractive as in the past, after all, it is a must-have, Apple is a cake on the basis of more than one billion users, Vision Pro's user base, to a large extent, only relies on VR users and Apple fans, for the stimulation brought by Vision Pro to the domestic consumer electronics market, it cannot be estimated to be overly optimistic.
Beijing Business Daily reporter Tao Feng Wang Zhuli.