On January 11, 2024, the A-share consumer electronics sector strengthened again, as the strongest blade of the plate to attack the city, MR concept ** strengthened, Green Precision rose by more than 15%, Skyworth Digital, Shenzhen Keda, Liande Equipment, Emdoor Information and other top gainers. Driven by the MR concept, consumer electronics rose by more than 2% in intraday trading.
On the news side, the biggest stimulus is that Apple has clarified the launch date of its MR product, Vision Pro. According to Apple's official website, Apple's Vision Pro will be available in the United States on February 2. The Apple Vision Pro will be available for pre-order starting at 5:00 a.m. PT (21:00 GMT) on January 19, with a starting price of $3,499 and 256GB of storage.
A new round of innovation cycle in consumer electronics brought by Apple's MR may have begun, and it will become a strong growth point in the new cycle in the near future.
CES 2024 is an opportunity for XR to enter the era of 100 schools of thought
After Apple officially announced its entry into the XR industry in June last year, it can be clearly felt that the development of the XR virtual device industry has begun to speed up and shift gears. This is well reflected in the current CES 2024, which is in full swing. At this year's CES conference, more than 350 XR companies from around the world participated in the exhibition, bringing their cutting-edge XR products and technologies.
Sony, a traditional giant in electronic devices, unveiled an unnamed new MR headset at the CES 2024 event. According to reports, the headset is equipped with Snapdragon XR2 + Gen 2 and is equipped with 1The 3-inch 4K OLED screen covers 96% of the DCI-P3 color gamut, has a total of six cameras and sensors, and is equipped with a controller that allows users to intuitively manipulate objects in virtual space, as well as a ring controller that allows precise pointing, allowing creators to not only see real-scale 3D models in an extended reality environment with a high-definition display, but also create and modify 3D models in it.
When it comes to innovation, companies are big and small, and small and medium-sized companies are never left behind.
As one of the leaders in the domestic VR field, Pimax Technology will bring the Pimax Crystal (crystal) headset at CES 2024. As Pimax's first PCVR and all-in-one dual-mode headset, Crystal is the first Omni All in One all-in-one in the Reality series, and the product focuses on high definition, inheriting the quality of Pimax's high-end VR equipment. Notably, the Pimax Crystal won an honorable mention in the "XR Technology & Accessories" category at the CES 2024 Innovation Awards, becoming the only VR headset to win in this category. And it's also the only headset in the XR category that can actually be purchased.
DPVR showcased its latest VR products, technologies and joint solutions at the exhibition, while focusing on the virtual reality service needs of various industries to establish the core development direction of the next stage. It is understood that the equipment exhibited by Dapeng VR this time includes enterprise-level head-mounted devices P1 Pro, P DOF PCVR E4C and E3C, consumer-grade 6DOF PCVR E4, Dapeng E4 Enterprise Edition, etc.
At CES 2024, Xreal will unveil the new Xreal Air 2 series, the Xreal Air 2 Ultra. According to the official teaser, the Xreal Air 2 Ultra is known as "super all-round, unlimited potential", and it is equipped with a camera in the bracket area on the right side of its lens, which is different from the Air 2 Pro series products.
During the CES 2024 exhibition, Skyworth released a new generation of spatial computing equipment, Mr Pancake 2. Officially, the product will be benchmarked against Apple's Vision Pro, and it is also the world's first and China's first monocular 4K MR product in addition to Vision Pro.
In addition to the finished XR product, the success of the XR is inseparable from the upgrade of the hardware. Qualcomm announced the launch of the second-generation Snapdragon XR2+ platform. The platform uses a single-chip architecture and supports 90fps for 4Spatial computing at 3K display resolution is higher than the CPU GPU of the Snapdragon XR2 chip 2nd generation, helping to unleash a more realistic and detailed experience in MR VR, bringing a clear visual experience to work and play.
After Apple's entry into XR, it has become the most potential category in the consumer electronics industry in the future, and many manufacturers have actively intervened to promote XR into a period of rapid development.
XR is expected to become a "potential star" in consumer electronics
Referring to the development history of the iPhone, phenomenal consumer electronics products usually go through three stages.
The driving factor of the first stage is hardware iteration + content maturity. The annual shipment of XR equipment in the pan-entertainment field is expected to reach more than 30 million units.
The second stage is composed of the expansion of application scenarios and the ecological layout of technology giants, which will drive the further growth of the industry. VR devices are mature, AR devices have entered the consumer market, and the overall annual shipments are expected to reach tens of millions.
In the third stage, in the long run, with the gradual explosion of demand in multiple fields, the annual shipment is expected to exceed hundreds of millions of units.
According to a new report by TrendForce, the upcoming Apple Vision Pro in 2024 is equipped with three cutting-edge 3D sensing technologies – structured light, DTOF, and active stereo vision – which are expected to significantly drive the 3D sensing market. In addition, tech giants such as Sony, Meta, Microsoft, and Google continue to launch AR and VR products, further fueling this growth trajectory. As a result, the market capitalization of consumer electronics 3D sensing VCSEL is expected to reach 14$0.4 billion, with a CAGR of about 11% from 2023 to 2028.
It can be seen that with CES 2024 as an opportunity, XR is about to enter the best era of a hundred schools of thought competing and a hundred flowers blooming, and has great potential to become the most growing category of consumer electronics in the future, and drive the industry as a whole to enter a new round of innovation cycle. Interested investors can actively follow the Consumer Electronics ETF (561600.).SH) and its connections** (Class A: 015894, Class C: 015895).
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