Overview of Vision Pro supply chain

Cate-

gory

Com-ponent

Specifications & model

Supplier

Hard-

ware

Main

processor

Co-processor

ROM

RAM

WiFi SAP

BLE

PMIC

Other

M2 Series

Visual image processing dedicated chip

UFS4.0 512G

LPDDR5 12G

WiFi 6

Bluetooth 5.3

-

Including codec, audio PA, LED drivers, motor drivers, capacitors, resistors, and more.

Apple

Apple

Samsung/KIOXIA

Hynix/

Samsung

Broadcom/Skyworks

Broadcom/Skyworks

Apple/ST/TI etc.

-

Screen

Outer screen

Inner screen

Shaped flexible AMOLED display

1.3-inch silicon-based OLED

LG

Sonny

Optics

Optics

IPD electric adjustment module

pancake 3P

-

GSEO/Yo-ungoptics

ZHAOWEI

Inte-

ractive sensor

6DOF tracking

VST camera

Eye tracking

Facial tracking

Torso tracking

Gesture tracking

TOF

IMU

Vibration motor

Fisheye IR Sony IMX418

RGB

WLO packaging

WLO packaging

Fisheye IR Sony IMX418

Monocular structured light RX+TX

dTOF sonylMX611

-

-

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

Including the frame, casing, etc. with some parts made of carbon fiber/titanium alloy material

Including heat sinks and fans

Including sealing tape, foam padding, and more

Everwin precision/

LINGYI iTECH

-

-

Con-

nectors

PCB

FPC

External power cable

-

-

-

Avary Hldg

Avary Hldg

-

Battery

Headset

External

500 mA

10,000 mA

-

Desay battery

Acoustics

MIC

SPK

All-Directed

-

Merry electronics

GoerTek

Pac-

kaging

acce-

ssories

-

Outer Packaging, Battery Storage Bag, etc

-

ODM

/OEM

-

-

Luxshare

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