IT The home of 6 month 26 Daily news , The day before yesterday , Guomingfu, an analyst at Tianfeng international, published a report on VR / Head up analysis article , Guomingyu called Apple's AR / MR The head mounted display device is the most complex product ever designed by apple , And will be 2023 year 1 Published in .
IT Home has reported that , Guomingpei said that the Chinese market is more suitable for the development of metauniverse . stay Meta Use a lot of investment to make VR When the industry becomes mature , The hardware sales and software services of China head display company will be greatly improved . And metacosmic Standards Forum （Metaverse Standards Forum） The establishment of is also conducive to industrial growth . But for Apple AR / MR Head display , Guo Mingpei said that Apple will formulate new rules for the head display industry . And as an industry leader , Apple has a significant competitive advantage , Now there is no need to join the meta universe Standards Forum .
Guo also called Apple AR / MR The head will appear on 2023 year 1 in , As the most complex product ever designed by Apple , Apple AR / MR The head display will further enhance the user's experience of immersive games and video and audio . And in the apple AR / MR After the first appearance , It will be imitated by many competitors . This imitation and competition will help the head display industry quickly enter the next rapid growth period , It will also promote the ecological development of relevant services and contents .
And thanks to Apple AR / MR Head show's complexity and innovation , There will be many existing suppliers involved in Apple AR / MR Head up supply chain . And in the future 2-3 During the year , Apple and its suppliers will be revalued , This will help the company's share price rise .
For others VR / Head show brand , Guomingyu said that Sony is worth paying attention to 、 Microsoft 、Valve、Pico、 htc （HTC） etc. . among ：
Sony has more influence in the game and video and audio industries than Meta, Sony is expected to PS VR2 stay 2023 year 1 Quarterly sales ,2022 Supply chain shipment in the second half of the year 150 Thousands of . Expect more in the future 3A Great support PS VR2, Enhance Sony's influence in the game and video and audio industries .
Pico As a Chinese brand , Benefit from China's huge potential demand , It is expected that 2022 It is obvious that the annual shipment volume will increase 40%-50%, It is expected that 100-150 Ten thousand units .
htc （HTC） expect 2022 Annual shipment growth 30%-40%, Its cooperation with Lenovo Research Institute contributes to the growth in the Chinese market .
Microsoft expects 2022 New models will be released in the second half of the year Hololens.
Valve A new head mounted display is being developed , It is conducive to the overall industrial development .
IT Home learned , Apple CEO Cook expressed his concern about AR Excited , And that for the development of this technology , The technology industry is still at a very early stage .
