Apple Meta Universe power pan entertainment, who is the biggest beneficiary?

The metaverse is in full swing

The term metaverse first appeared in the American science fiction novel "Avalanche", which is a collection of virtual time and space, a parallel universe carried by digital forms in parallel with human society, through AR, VR and the Internet to bring immersive immersion, with a new social system of digital life space.

As a comprehensive integrated application of multiple digital technologies, the metaverse scenario needs to achieve breakthroughs in the comprehensive application of XR, digital twin, blockchain, artificial intelligence and other single technologies, as well as a number of digital technologies, from concept to real landing, and condenses and forms technologies to promote the sustainable development of metaversics.

In March 2021, the listing of the sandbox game platform Roblox detonated the metaverse concept, and a market value of nearly $40 billion opened up the imagination of the "metaverse" industry. Immediately after Meta, Microsoft, Google, Huawei, Tencent, ByteDance and other international giants have built XR ecosystems into the metaverse, and suddenly linked to the "metacosm" into a public wealth password.

Driven by this new outlet, the Extended Reality Device (XR) has become the key device connecting the virtual and reality entrances in the metaverse. XR is a combination of real and virtual through computers, which is a collective term for technologies such as VR, AR and MR.

At present, the choices of giants are inseparable from the current Ali and Baidu are laying out relevant ecosystems in the XR field, Ali's XR entrance lies in future shopping, and Baidu expands the VR browser from a single App application to a VR project ecological gathering place.

How did Apple get into the game?

How could the metaverse be without the figure of the apple. According to Tianfeng International analyst Guo Mingqi reported that Apple will launch an AR headset in the fourth quarter of 2022, apple AR headset will be equipped with a flagship chip with performance comparable to M1 and a Sony 4K Mirco OLED display. Apple's AR headset requires real-time optical processing of 6-8 lenses, and the computing power demand is much higher than that of the iPhone, so it will use a Mac-class processor. The AR headset will be powered by two chips, a high-end Mac-class processor, and a low-end chip.

For VR/AR, Apple is obviously quite deep in the accumulation of foreshadowing. According to the survey, compared with the iPhone, Apple has been preparing for AR headsets for more than a decade. According to the data, since 2010, Apple has applied for more than 2,000 AR/VR-related patents; Apple has invested in or acquired more than 20 AR/VR business companies, spanning the fields of bionic chips, ultra-broadband chips, sensors, Micro LED screens, light guide waves and spatial sound field technology that can be traced and located.

So what kind of metaverse will Apple build? After all, with the help of the ecology formed by AR glasses and mobile phones, Apple has accumulated enough capital to enter the meta-universe. Apple AR Headset will focus on gaming, media consumption and communication. This coincides more with the vision of the metacosm. Industry insiders believe that Apple's meta-universe will be pan-entertainment and can be used by users every day. Like the iPhone and Apple Watch, Apple wants to make the AR headset a consumer electronics product that people use every day.

Apple wants to lead the VR/AR industry once again. Guo Mingqi said in the media that Apple's AR head display has three advantages compared with competitors, such as Mac-level computing power, independent operation without relying on Mac or iPhone, and support for a wide range of applications. It is expected that by 2025, AR glasses will come out, and Apple aims to replace the iPhone with AR/VR devices in 10 years. At present, there are more than 1 billion iPhone users, which means that Apple will sell at least 1 billion AR/VR devices in 10 years. Due to the high interest in the concept of a metaverse, the Apple brand comes with its own IP aura, which is likely to sell better than the iPhone.

Who is the biggest beneficiary?

Guo Mingqi predicts that Apple's MR/AR product blueprint will be divided into three stages: head-mounted products in 2022, glasses-type products in 2025 and contact lens products in 2030-2040. Shenwan Hongyuan Research Report also said that in 2022, Apple AR/VR glasses may be "matched" with the iPhone 14, if the judgment is true, then the Apple industry chain in 2022 is worth paying attention to.

And under the influence of VR/AR reshaping the future, Goertek shares or become the biggest beneficiary of apple meta-universe layout?

According to iiMedia Research's forecast, the global consumer virtual reality (VR) market size is expected to exceed $5 billion in 2023. It is also expected that the size of China's VR/AR entertainment consumer application market will reach 14.697 billion yuan in 2030, followed by the game market size of 11.431 billion yuan.

Image source: West China Securities Research Report

As one of the participating giants of the "meta-universe", Goertek combined its industrial advantages in the field of acoustics and optical design, and exclusively oem PS, Oculus Rift, Quest 2, Pico and other terminal equipment, which is in a leading position in the industry. At present, Goertek's mid-to-high-end VR headset shipments account for 70% of the global total. In the eyes of the outside world, this has become the biggest highlight of Goertek's performance, and it is also one of the future explosive points.

Guotai Junan analyst Wang Cong told Jiwei Network that it is expected that Goertek's net profit in 2021 will reach 4.24-4.53 billion yuan, up 49%-59% year-on-year. In particular, the accelerated penetration of XR products will benefit the company. In the future, from 2021 to 2025, the average annual compound growth rate of global VR product shipments will reach 41.4%, and Goertek has the ability to integrate parts and components and complete machine assembly, and will deeply benefit from the demand for VR/AR/MR products in the future and grow rapidly.

Goertek, which has previously entered Apple's "supply chain" in the field of Airpods, can it borrow the east wind of the meta-universe to take over Apple's VR business? If so, Goertek will become a new beneficiary of Apple's meta-universe layout, after all, the ambition to sell at least 1 billion AR/VR devices in 10 years requires the help of foundries.

Moreover, not only Apple, it is reported that major VR brands such as Google and Huawei will find Goertek in the future.

Although it seems promising, it should be noted that on the one hand, whether the commercial landing of the metaverse can be achieved with the help of VR is still unknown, although the metacosm is gradually approaching, it is certain that the road is still very long. On the other hand, it is reported that old teammates such as Foxconn, Pegatron and Quanta are also actively fighting to grab Apple's VR assembly orders. In addition, entering the fruit chain is actually not a once and for all thing, Apple has staged countless changes of suppliers, killing chickens and monkeys like beatings and other plots, can Goertek share a few cups of Apple Meta Universe Feast?