Zhitong Finance and Economics learned that Northeast ** released a research report saying that with the subsequent global sale of Apple Vision Pro, product sales will further increase. Consumer electronics products iterate rapidly, the cost decreases rapidly, and in the future, with the further exploration of products, the content ecology will continue to improveThe MR industry is about to usher in an "iPhone" moment, related industrial chain enterprises will benefit extensively.
The bank believes that Lixun Precision (002475SZ) as the current Apple Vision Pro foundry, with the volume of products, will become an important pillar of the company's performance growth in the future, and make Zhuozhao dispensing (873726bj) widely benefited. Gao Wei Electronics (01415) deeply binds major customers and provides multiple camera assemblies for Apple Vision Pro, and the downstream volume of products will promote the company's performance to a new high. Other manufacturers, such as Changying Precision (300115SZ), as well as ** all kinds of die-cut parts of Anjie Technology (002635SZ), as well as the Zhaowei Electromechanical (003021.) of the IPD interpupillary distance adjustment moduleSZ) will benefit deeply as the future sales of the product continue to rise.
The main points of view of the Northeast ** are as follows:
Apple's Apple Vision Pro, released in June 2023, officially went on sale in the U.S. market on February 2, 2024.
After eight years of sharpening a sword, Apple will open the curtain of spatial computing with this blockbuster product. Apple Vision Pro has wow a crowd of users with its ultra-high-resolution screen and new ways to interact, and the fully immersive experience is unforgettable, and the products are sold out as soon as they are pre-ordered, and the foundry is working hard to increase production capacity. As a new consumer electronics hardware terminal, Apple Vision Pro is expected to replicate Apple's success on Mac computers and iPhones, opening a new era of spatial computing.
After several rounds of cycles, the MR industry will eventually break out of its cocoon and become a butterfly.
It started in the 60s of the last century, and then it was mainly used in the military field, and later with the development of technology and the decline in hardware costs, it began to spread to the industrial and commercial fields. Around 2012, with the release of the Oculus Rift and the release of Google Glass, MR began to enter the consumer market. In 2016, Facebook's acquisition of Oculus led to the first wave of MR, and then the MR industry fell silent due to the lack of a mature hardware terminal. In 2020, due to the outbreak of the new crown epidemic, consumers spent more time at home and began to try VR equipment, which promoted the sales of MR products to exceed 10 million units for the first time in 2021, but at present, the entire consumer VR products are still limited to the field of games and audio-visual entertainment, and have failed to open up a wider range of use scenarios.
Apple Vision Pro's monocular 4K display and desktop-grade processor chip are expected to drive the product's penetration into the office field, while its spatial sensing sensors will greatly optimize its use in the fields of communication and social networking and 3D modeling. Apple Vision Pro greatly expands the application scenarios of MR products, which can be widely used in social communication, shopping, remote training and medical assistance, etc., and other manufacturers will follow the design of the product to jointly promote the rapid development of the MR industry.
The Apple Vision Pro experience exceeds expectations, and the consumer electronics industry will start a new growth cycle.
With the subsequent global launch of the Apple Vision Pro, product sales will increase even more. In the future, with the further exploration of products and the continuous improvement of the content ecology, the MR industry will usher in the "iPhone" moment, and related industry chain enterprises will benefit extensively.
Risk Warning:
the global economic recovery is weak; Apple Vision Pro sales fell short of expectations.