Ming-Chi Kuo: Apple is fully prepared to release AR/MR headsets

IT House News on May 15th, well-known analyst Ming-Chi Kuo issued an article today pointing out that Apple’s AR/MR headset is very likely to be unveiled at WWDC in June. He believes that Apple has made sufficient preparations to release this new device. .

Guo Mingchi said that Apple’s launch of AR/MR head-mounted devices will be beneficial to Apple’s supply chain stock price. Among the material costs of this new device, excluding assembly (exclusive to Luxshare), the top five most expensive ones are Micro OLED display (exclusive to Sony), dual processors (exclusive to TSMC), and chassis (mainly supplied by Changying Precision) , 12 camera modules (exclusive to Gaowei Electronics), and external power supply (exclusive to Goertek). Because Gaowei Electronics has the smallest revenue scale, it contributes the most to suppliers' revenue and profits.

Guo Mingchi also said that if the release of Apple’s AR/MR headset is better than expected, the headset will soon become the most important new investment trend in the consumer electronics industry.

It is worth mentioning that IT House reported earlier that Oculus founder Palmer Luckey posted a related tweet today saying, "Apple headsets are really great." It is common speculation that Palmer Luckey must have obtained an Apple device in advance and tried it out.

The above is the detailed content of Ming-Chi Kuo: Apple is fully prepared to release AR/MR headsets. For more information, please follow other related articles on the PHP Chinese website!