XR's "iPhone Moment" Approaches: Vision Pro First Generation Production Approaches Second Generation Prices Will Be More Affordable
六月清晨搅
发表于 2023-11-28 12:35:09
190
0
0
According to Interface News today, Apple will officially mass produce the first generation Vision Pro in December this year, with the first batch of around 400000 units in stock. The sales target for 2024 is 1 million units, and the third year is 10 million units; The hardware cost is approximately $1700. The supply chain proportion of Apple Vision Pro in mainland China has significantly increased to around 60%.
Meanwhile, Apple's supply chain has begun preparing production plans for the second-generation Vision Pro.
Taiwan Electronic Times reported today that Apple's second-generation Vision Pro will have four models, of which two have been confirmed: one will be targeted at the high-end market like the first generation, and the other will be a budget version. Apple aims to reduce the BOM (Bill of Materials) cost of the budget version to 50% of the first generation product.
The second generation Vision Pro will begin sampling in the second quarter of 2024, and according to the schedule, it is expected to be released as early as the second half of 2025; And Apple is also synchronously developing AR glasses.
Apple took over 5 years to build the first generation Vision Pro, and the industry pointed out that the second generation Vision Pro is fast. If it enters P1, it is estimated to enter mass production in 1-2 years.
The first generation Vision Pro technology was stunning before, but the price of $3499 has deterred many consumers, which is three times the price of Meta's highest level Quest Pro.
Therefore, if Apple wants to open up the XR device market, the affordable version is a path that Apple has to take. Recently, foreign media reported that Apple plans to launch a Vision Pro priced between $1500 and $2500, which is 28.55% -57.13% lower than the previous generation. Perhaps it is the second generation affordable version model mentioned in today's news.
The XR head is prominently valued by Apple. Cook has repeatedly expressed his belief that AR will change human life and will soon be ubiquitous like the internet or smartphones, and Apple will continue to invest. There are also reports in the supply chain that Apple has indeed invested heavily and recently established a VPG business unit specifically responsible for headwear devices.
It is worth mentioning that Apple will hold the "Apple Vision Pro Developer Lab" event in Shanghai today (November 28th), where developers can experience visionOS, iPadOS, or iOS applications running on Apple Vision Pro. DIGITIMES Research analysis shows that after Apple entered XR, 2 million applications on iOS were automatically transferred to the App Store on visionOS, which is a great blessing for users and developers.
Vision Pro is expected to usher in a new cycle of consumer electronics, and suppliers may have these opportunities
As a heavyweight product of Apple in the XR field, Vision Pro is seen as a milestone achievement in the development of consumer electronics. On November 26th, Xinda Securities reported that Vision Pro is expected to usher in a new cycle of consumer electronics, and its industry chain has significant long-term potential.
In terms of specific links in the industrial chain, Minsheng Securities reported on November 13th that Vision Pro technology innovation is impressive, indicating the main route for hardware upgrades. Specifically:
1) Optical solution: In terms of VR, Pancake has the advantage of being lightweight and can optimize weight reduction by about 50%; In addition, the IPD adjustment equipped in Vision Pro significantly improves refractive power and imaging quality, and is expected to become mainstream in the long term. In terms of AR, currently Birdbath is the mainstream solution, and the future of diffraction waveguide solutions is promising.
2) Display scheme: In terms of VR, FastLCD has the best overall effect and cost, making it the current mainstream; The Micro OLED monocular pixels used in Vision Pro reach up to 23 million, with an effect of over 4K, leading a new round of XR display hardware innovation.
3) Perceived interaction: In terms of sensors, VisionPro is equipped with 12 cameras, 5 sensors, and 6 microphones to provide support for interaction. Users only need to simply stare at the app and interact with gestures. In addition, eye tracking technology can significantly improve the interactive experience, enabling applications to move from the B-end to the C-end.
Analysts further point out that the iteration of XR product technology will bring new growth opportunities for VR hardware. The screens and optics with a high proportion of value, as well as the testing supply chain with a high degree of customization, deserve special attention.
Based on today's report and brokerage reports, Vision Pro supply chain related vendors include:
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- It is reported that TSMC's US factory's trial production in mid April has been advanced to the end of the year
- Counterpoint: TSMC's 2nm process mass production will be delayed until the end of 2026
- TSMC's Q1 Financial Report Released: AI Chips Contribute the Most, with 2 Nanometer Process in Mass Production Next Year
- TSMC releases its first A16 new chip manufacturing technology, expected to be mass-produced in 2026
- NIO's 500000th mass-produced vehicle goes offline
- NIO's 500000 mass-produced vehicles will be taken offline and its second brand, Ledo, will be launched
- Arm is reported to be developing AI chips and plans to start mass production in the fall of 2025
- Successfully completed mass production and research and development, NIO will release its second brand "Ledo"
- The 20000th mass-produced vehicle of Ideal L6 has been taken offline
- Guo Minggui: The quotation for Qualcomm's mass-produced SM8750 in the second half of the year is about 25% -30% higher than that of SM8650
-
北京新東方沃凱徳文化創意有限公司がこのほど設立され、インターネット販売、デジタル創意製品展示サービス、デジタル文化創意ソフトウェアの開発、観光開発プロジェクトの企画コンサルティングなどの経営範囲が含 ...
- hecgdge4
- 前天 17:29
- 支持
- 反对
- 回复
- 收藏
-
三星電子は火曜日、日本の人工知能会社Preferred Networks(PFN)から注文を受け、2ナノメートルのOEM技術と先進的なチップパッケージサービスを用いて同社の人工知能チップを製造することを確認した。 PFN副社長兼 ...
- 内托体头
- 昨天 17:17
- 支持
- 反对
- 回复
- 收藏
-
7月8日、富邦華一銀行の公衆番号はシティバンク(中国)(以下「シティチャイナ」)から個人向けクレジットカードの売掛金と無担保ローンの譲渡完了公告を発表し、シティカードの売掛金が富邦華一銀行に振り込まれ ...
- 孤独的男孩
- 昨天 12:20
- 支持
- 反对
- 回复
- 收藏
-
【中国人従業員にiPhoneを使用しなければならない?マイクロソフトの対応】7月9日午後、「マイクロソフトが中国人従業員にiPhoneを使用しなければならず、アンドロイド携帯電話を使用しないように要求している」と ...
- 我是权威人士漳
- 3 小时前
- 支持
- 反对
- 回复
- 收藏