A new player in the MR industry

Apple is set to expedite Vision Pro’s production. The initial production target is 400,000 units, with a goal of 1 million units by 2024 and achieving 10 million units sold by the third year.

The emergence of Vision Pro is significant not only in terms of actual sales revenue but also in its symbolic impact. It sets the precedent for user demand for such products and establishes a benchmark for developers, potentially serving as a model for the entire industry.

Apple's entry into the market, combined with the transformative impact of AI technology on applications, is poised to significantly accelerate the industry's growth, fostering a wave of rapid expansion and potentially leading the industry toward greater maturity.

Kickstarting a new era of spatial computing

1. Premium hardware lineup:

   The Vision Pro boasts top-notch hardware, featuring 12 cameras, 5 sensors (comprising 1 Lidar, 2 structured light depth sensors, and 2 IR sensors), and 6 microphones. It is powered by the M2 and R1 chips, delivering robust processing capabilities for an enhanced interactive experience.

2. Cutting-edge display technology:

   The primary display employs Micro OLED technology, achieving a 4K resolution per eye, resulting in an impressive binocular 8K effect. This ensures a high color gamut, exceptional resolution, and efficient luminosity.

3. Revolutionary interaction:

   VisionOS marks Apple's inaugural spatial operating system, enabling users to engage with digital content as if it were part of their physical surroundings. The Vision Pro supports various interaction modes, including eye tracking, gesture recognition, voice interaction, offering a more natural and immersive interactive experience.

4. Building a content ecosystem:

   Apple is establishing a VisionOS ecosystem, providing developers with essential development tools like SwiftUI, RealityKit, ARKit, and the Unity Engine to facilitate the creation of a wide range of applications.

5. Extensive industry application:

   Vision Pro and VisionOS are set to spearhead a global surge in technological innovation, revolutionising user interaction experiences and seamlessly blending digital content with physical spaces. Consequently, they are expected to find practical applications across diverse fields, including film and entertainment, gaming, interactive office work, industrial manufacturing, and healthcare.

*Source: Cinda securities research report - "Apple Vision Pro: Top-tier hardware configuration and continuous construction of content ecosystem, poised to launch a new era of spatial computing."

Cate-

gory

Com-ponent

Supplier

Hard-

ware

Main

processor

Co-processor

ROM

RAM

WiFi SAP

BLE

PMIC

Other

Apple

Apple

Samsung/KIOXIA

Hynix/

Samsung

Broadcom/Skyworks

Broadcom/Skyworks

Apple/ST/TI etc.

-

Screen

Outer screen

Inner screen

LG

Sonny

Optics

Optics

IPD electric adjustment module

GSEO/Yo-ungoptics

ZHAOWEI

Inte-

ractive sensor

6DOF tracking

VST camera

Eye tracking

Facial tracking

Torso tracking

Gesture tracking

TOF

IMU

Vibration motor

Lens: Largan Precision/Module: Cowelle holdings

Lens: Largan Precision/Module: Cowelle holdings

Sonny

Sonny

Lens: Largan Precision/Module: Cowelle holdings

Lens: Largan Precision/ Module: FOXCONN

Lens: GSEO/

Module: LG

TDK

-

Struc-

ture

Structure

Heat dissipation module

Other

Everwin precision/

LINGYI iTECH

-

-

Con-

nectors

PCB

FPC

External power cable

Avary Hldg

Avary Hldg

-

Battery

Headset

External

-

Desay battery

Acoustics

MIC

SPK

Merry electronics

GoerTek

Pac-

kaging

acce-

ssories

-

-

ODM

/OEM

-

Luxshare

Anticipated financial outlook: Vision Pro takes the spotlight

Apple Inc. has scheduled their first fiscal quarter earnings conference call, covering the period from October 1, 2023, to December 30, 2023, on February 1, 2024, at 2:00 PM Pacific Time. Interestingly, this timing precedes with the launch day of its inaugural Mixed Reality (MR) headset, the Vision Pro, by one day.

In anticipation of Apple's Vision Pro release, analyst Ming-Chi Kuo from TF International Securities adopts a cautious stance. He suggests that if initial sales fall short of expectations, there could be a short-term impact on Apple's stock price. Ming-Chi Kuo recommends that Apple provides additional information about the product's positioning and key applications before the commencement of pre-orders or sales to sustain momentum and attract developers.

Focusing on the long-term success of the Vision Pro, Ming-Chi Kuo underscores the importance of clarity and accuracy in product positioning and key applications. He alerts investors that, while the market highly values the technical specifications and software of the Vision Pro, ensuring the sustainability of long-term demand is crucial.

*Source：https://news.cnyes.com/news/id/5426928；https://www.donews.com/news/detail/4/3928544.html