Vr technology has matured in the past two years, and according to Bloomberg's Mark Gurman information, Apple plans to release its MR headset as early as this year, or further drive the maturity of the industrial chain. IDC predicts that shipments of VR headsets will increase from about 5 million units in 2020 to 28 million+ units in 2025, a 5.6-fold increase compared to 2020. GlobalData expects the global VR market to be about $5 billion in total revenue in 2020, and is expected to grow to $51 billion by 2030, with a 10-year compound annual growth rate of 27%.
From the upstream supply side, optics and display are the core hardware of VR and AR at present, and related component suppliers and foundry companies are expected to fully benefit. Whether it is a smart car or a metacosm, in fact, the intersection lies in acoustics, optics and display, which all point to consumer electronics. Therefore, logically speaking, in 2022, consumer electronics may become a dark horse after more than a year of adjustment, which is worth paying attention to.