Apple's Vision Pro supply chain was announced, and Chinese suppliers performed eye-catchingly
Recently, Apple launched its first mixed reality device, Vision Pro, which attracted widespread attention in the market as soon as it was unveiled. The latest news revealed that Vision Pro's bill of materials (BOM) has been exposed, and suppliers cover China, Taiwan, the United States, Japan and South Korea. Among them, Chinese mainland manufacturers performed well in the supply chain of this product.
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The Vision Pro's material cost is about $1,509. The most expensive part of these is 2 Micro OLED screens, which account for $700 of the total cost, supplied by LG Corporation of South Korea and Sony Corporation of Japan. This is followed by an assembly cost of $130, which is borne by China's Luxshare. In addition, the M2 processor costs $120 and is manufactured by TSMC in Taiwan. Taiwanese manufacturers have considerable advantages in optical parts, with a total cost of about $164, covering multiple items such as lenses, lenses and more.
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Industry insiders said that from the perspective of Vision Pro's BOM, Chinese mainland manufacturers have achieved market share in mechanical parts, batteries and foundry assembly, but the technical content of these areas is low, and the gross profit margin is expected to be poor. In contrast, the optical products supplied by Taiwanese manufacturers are technically difficult and the gross margin is expected to be better.
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In addition, the PCB part of Vision Pro is supplied by Pengding, a subsidiary of Zhending, Meiluo and Goertek are responsible for the supply of microphones and speakers respectively, while the battery is provided by Desay Battery. In terms of downstream OEM assembly, Luxshare serves as the main contractor.
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According to the BOM information, a total of seven companies in China are involved in the production of Vision Pro, six in Taiwan, three each in South Korea and Japan, and two in the United States in addition to Apple itself.
As an innovative mixed reality device, Apple Vision Pro integrates virtual reality (VR) and augmented reality (AR) technology to bring users a new interactive experience. This product fully demonstrates Apple's ability to innovate in hardware and software, and also provides new market opportunities for suppliers everywhere.
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As an important part of new products, the quality of optical components directly affects the user experience. In Apple's supply chain, the advantages of Taiwanese optical manufacturers have been fully reflected, showing that in the high-end optical products market, Taiwanese enterprises have competitiveness and technical advantages.
The launch of Apple's Vision Pro will help drive the development of the entire mixed reality industry. It is expected that in the next few years, MR technology will be widely used in education, healthcare, games, movies and other fields, bringing innovation and change to various industries. This will undoubtedly provide more cooperation and development opportunities for suppliers in China and Taiwan, and help the upgrading and growth of the entire industrial chain.
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