Apple's first AR/VR head is screaming?The concept stock is strong, and the investment in the new round of VR industrial chain is hot?

Author:Securities daily Time:2022.08.27

Our reporter Jia Li in Huawei announced that the new mobile phone release time was set on September 6th, and Apple also announced the date of release of the new product. In the early morning of September 8th, Beijing time, Huawei can be described as the front and back feet. In the industry, the new products brought by Apple this time, in addition to the hotly debated iPhone 14 series, Apple Watch8 generations and other products, Apple's long -breaking AR/VR head display may also be launched. Judging from the market response, the Apple AR/VR head is still very anticipated by the outside world. Affected by the progress of the Apple AR/VR equipment and layout of the universe, this year, the secondary market VR concept sector has repeatedly risen collectively. According to statistics from Oriental Fortune Chioce, more than 140 listed companies in AR/VR in A shares have increased by more than 28 shares of stock prices (11.09%during the Shanghai Index period). Since August, some VR concept stocks have trended strong trend, and many of them have increased by more than 10%. Apple will the first AR/VR device? Although Apple has not officially announced the launch of AR/VR devices, many people in the industry have noticed that Apple CEO Tim Cook has repeatedly shared his ambition to this emerging technology market. In June this year, Cook told the media that Apple is gradually establishing a foundation to prepare for the birth of virtual reality products. Cook had previously said that VR was "vital" and listed VR as one of the "deep technologies that can support humans in multiple dimensions". James, an analyst of Zhitou, believes that Apple may launch VR headsets, glasses and other devices on September 8. It is understood that Apple is researching and developing several smart glasses models. Since 2018, it seems that the company's 1,000 engineer team is quietly creating a glass model code -named "T288". In May this year, Bloomberg confirmed that Apple has produced several AR/VR glasses prototypes. In addition, Apple has also acquired a lot of startups in the AR/VR field in the past, including the acquisition of VR startup Spaces, which has just been disclosed by the media Protocol. On the evening of August 7 this year, Tianfeng International Analyst Guo Mingzheng issued a research report saying that Apple is expected to release AR/VR wearing equipment in January 2023, which may be the next revolutionary consumer electronics. At present, the price of the market for Apple AR/MR is expected to be $ 2,500. Many supply chains and industry insiders said that Apple may launch smart devices such as AR/VR headsets early to seize the market in advance. "It can be said that Apple has been prepared in the field of virtual reality and augmented reality." It is understood that the two AR hardware research and development projects currently carried out simultaneously have entered a mature stage, including this time that may appear in the press conference. The AR/VR headset equipment on the top, as well as the more fashionable AR glasses products that may be launched later. According to Tencent reports, this summer, Apple showed this head display to its board members and said that the product was about to be released. The chip used in this headset will be similar to the performance of the M1 Pro chip in the MacBook Pro. At the same time, it is equipped with two 8K displays and eye -catching functions. However, some analysts pointed out that the Apple VR header showed an overheating reaction in the later test. Apple may install a cooling device in the head display to solve this problem and built -in batteries to solve the battery life. "Apple has a layout in the AR optical solution, display technology, and special chips. This time, it may cooperate with the iPhone14 series to form an AR/VR Yuan universe developer ecology." Lin Zhi, chief analyst of Witdisplay, told the Securities Daily reporter. Essence Wang Liansheng, Minister of the China Electronic Industry Standardization Technology Association, was interviewed by a reporter from the Securities Daily that Apple has been deployed in the field of AR/VR heads for many years, and has experienced countless technological innovation and supply chain cultivation layout. It was launched as a supporting device for new mobile phones. However, the current industrial chain supply needs to be stable. Let more investment fever in the industrial chain? Regardless of whether Apple will launch AR/VR devices in early September, the industrial chain has already acted in advance and has also stimulated the sensitive nerves of the secondary market. Since the beginning of this year, the VR concept sector has been active, and multiple continuous daily limit has emerged. Judging from the performance trailer for the AR/VR concept listed companies in the first half of the year or semi -annual report, more than 60 companies have achieved profitability in the first half of the year. 1 billion yuan, Lianchuang and Perfect World have doubled net profit compared to the previous year. The market generally believes that the launch of Apple VR/AR devices is expected to promote the industry to enter a new round of growth cycle, and the industry chain ushered in opportunities. Guo Mingzheng said that the main target of AR/VR in A shares is Changying Precision and Goer's shares. Because the comfort and structural parts of AR products will be more complicated than mobile phones, and the value is increased. At present, Changying Precision is participating in the design of large parts of Apple AR/VR device structures. Goor's shares are mainly small pieces. Zhongtai Securities believes that VR is still in the substitution stage of game consoles. The market is worried about its long -term growth. However, driven by the industrial chain, VR is still continuously innovating in optics, display and perception interaction.

It is estimated that the global VR market size will reach US $ 20.7 billion in 2025, and the compound growth rate will reach 52%from 2021 to 2025. "As a head consumer electronics company, Apple launched the AR/VR headset, which will drive the industrial chain companies such as Sony, Foxconn and other industrial chain to promote the improvement of AR/VR smart equipment. AR supply chain, seize opportunities, "Nyingchi believes. Wang Liansheng said that Apple's consistent strategy is to collaborate on technological innovation, ecological pattern and hardware industry chain supply chain. The advent of AR/VR equipment will bring the market to the market to iterate and promote the market, optimize and cultivate new industrial chain companies, and It will also inject a dose of heart pins into the consumer electronics market, but at the same time, it will also face challenges such as unstable supply chain and such as chip and frustration. He suggested that the domestic AR/VR industrial chain enterprises should do the following three points: First, the long -term layout and ecological protection of the industrial chain are established; The third is to do a good job in developing independent intellectual property rights to prevent the neck and industry overheating. Picture | Site Cool Hero Bao Map Network review | Editor Wang Lixin | Qiao Chuanchuan Final Audit | Peng Chunlai