20230606-国联证券-海外苹果Vision_Pro点评_苹果头显正式发布_消费电子或迎来新时代_2页_314kb

报告摘要

Apple VisionPro Release Summary:

Event Overview: Apple officially launched its first mixed reality head-mixed visionPro headband on June 6, 2023, at 1am Beijing time. It is scheduled to launch in the US in early 2024 with a price of $3499. This marks a potential shift in the consumer electronics industry.
Design and Hardware: The device features innovative design with top-tier hardware, including a dual-screen display, advanced sensors, and a removable module system. Key components include a custom micro-OLED display for high-resolution visuals, a built-in M2 processor with R1 sensor chip for low-latency performance, and support for magnetic optical inserts. It uses Pancake display technology and aims for lightweight comfort with battery options.
Features and Functionality: visionOS enables new user interactions such as eye-tracking, voice commands via Siri, and spatial computing applications. Features include rear-projection for natural social interaction, multi-tasking capabilities, and seamless integration with other Apple devices like Mac, iPhone, and iPad through iCloud. Rich content offerings, such as over 100 AR/VR games and applications, target work, entertainment, and daily use scenarios.
Market and Investment: While sales may be constrained by high pricing and delayed production, the device is expected to drive industry growth. Key investment targets include suppliers like Gaoke Group and components providers. Risks involve technological delays, user adoption issues, and regulatory concerns.
Additional Notes: The report references a strong upgrade recommendation with a 6-12 month performance outlook exceeding market averages. It cites risks and recommends monitoring related companies for potential opportunities in the XR content ecology or hardware sectors.