Apple's AR/MR devices may be postponed to the end of the year 2023 Q1 will be shipped on a large scale

In recent years, with the fire of the meta-universe concept, many manufacturers have launched their own software and devices, aiming to "root" the meta-universe for the first time, and the Apple AR/MR device that has been widely circulated on the network may also be launched this year. On January 5, Tianfeng International public account tweeted that Apple's AR/MR headset will be postponed to the end of 2022, and there will be significant shipments in the first quarter of 2023.

Apple

At present, Yujing Optoelectronics has obtained a high unit price fit order for Meta's new high-end VR devices, which can not only significantly increase peak season revenue and profits, but also reduce the risk of over-reliance on mobile phone lenses. Tianfeng International expects Meta to release a new high-end VR headset, the Oculus Quest 3, in the second half of the year, with shipments expected to be 1 million to 2 million units this year.

It is reported that the Oculus Quest 3 will be equipped with two 2.48-inch Mini LED panels with a resolution of 2160x2160; equipped with two 2P Pancake lenses, suppliers of Yujing Optoelectronics and Sunny Optics. Thanks to the Oculus Quest 3 order, the monthly revenue of Yujing Optoelectronics in this year's peak season may be NT$2.2 billion to NT$2.5 billion. It is worth mentioning that Yang Mingguang obtained the NPI of Apple AR/MR Pancake lenses, and apple headsets will use two 3P Pancake lenses.