<b>Zhi Dongxi (public number: zhidxcom).</b>
<b>Author | Xu Shan</b>
<b>Edited by | Yunpeng</b>
Guo Mingxi has broken the latest news of Apple's AR/MR headset! Apple's AR/MR headset may be postponed to the fourth quarter of next year due to capacity and other reasons.
Zhidong October 20 news, following Apple's "king fried" like throwing out M1 Pro, M1 Max chips, everyone's attention to Apple's AR/MR headset action has been high, with such chip design capabilities, Apple's AR/MR headset is also full of expectations. Moreover, recently there is not only news that South Korea's LG Inno Tek will provide a ToF module for Apple's AR/MR headset, but also Apple analyst Guo Mingxi also revealed that the time for mass production of Apple's AR/MR headset will be postponed from the second quarter of next year to the fourth quarter.
In addition, Guo Mingji's report also pointed out that due to the delay in mass production, the supply ratio of Apple's AR/MR headset ultra-short focus lens suppliers Yang Mingguang and YujingGuang will change, and even concluded that "Yang Mingguang is the biggest loser after Apple AR/MR headset delayed mass production." ”
<h2>First, Apple's AR/MR headset may be absent from next fall conference</h2>
In the latest report, Kuo updated two pieces of information about AR/MR headsets and added more details about AR/MR headsets.
First of all, in terms of time, AR/MR headsets will be mass-produced in the fourth quarter of 2022, and will affect the revenue of their supply chain manufacturers in 2023.
Guo Mingxi also gave a reason to speculate on the delay in apple mass production. He said that Apple's AR/MR headsets will have industrial design standards that exceed the competition. Therefore, he speculated that by the time Apple's AR/MR headset is launched, there should already be complete software, ecology, and service and product adaptation.
However, because the comfort level of AR/MR headsets when wearing will involve many aspects, and its industrial design difficulty will be much greater than that of mobile phones, he believes that Apple is still testing the best industrial design solutions.
Not only that, Guo Mingqi mentioned that Apple's headset positioning will not only be created for games, but will have a variety of applications, he believes that Apple's challenges in AR/MR applications will be much higher than other headset manufacturers in the current market.
In summary, Guo Mingxi feels that Apple's AR/MR headset may delay mass production in order to achieve better product design results. He proposed that Apple postponed the mass production of AR/MR headsets, which means that it takes longer to build a consensus on how to create an AR/MR headset that everyone is satisfied with, just like the full-screen design of mobile phones.
<h2>Second, losing 30% of Apple orders, Yang Mingguang may become the biggest loser</h2>
The delay in mass production of Apple's AR/MR headset may also bring certain changes to Apple's supply chain, such as suppliers of ultra-short throw lenses.
Previously, Guo Mingxi proposed that Yang Mingguang and Yujingguang would provide ultra-short throw lenses for Apple AR/MR headsets. And, because Yang Mingguang had assisted Apple in designing the part. Therefore, Yang Mingguang's technical advantage in ultra-short throw lenses should be ahead of Bright Jade, which may win more than 80% of Apple's orders.
Specific parameters of Yang Mingguang's Fresnel lens
However, the latest report said that Yujingguang has recently improved its technology and production in ultra-short throw lenses, and when Apple is ready to mass-produce AR/MR headsets in the third quarter of 2022, Yang Mingguang may no longer have a technical advantage. Moreover, in the case of little difference in technical level, the cost advantage of Yujingguang will help it obtain 50% of Apple's AR/MR headset orders.
What is an ultra-short throw lens? At present, a common display design scheme for AR/MR headsets is the ultra-short throw optical solution, in which the optical lens ultra-short throw lens, that is, the Fresnel lens, is an important optical device.
This type of lens can increase the breadth of THEV and reduce the weight of the AR/MR headset, but because the production of Fresnel lenses is related to various factors such as display, optical materials, heat dissipation, and production, there are not many manufacturers that can provide large-scale mass production.
Yang Mingguang is one of the earliest Taiwanese manufacturers in China to invest in the research and development of Fresnel lens products, and is also a major manufacturer of professional micro-projection optical modules and image optics zero modules. It is reported that at present, Yang Mingguang can produce more than 1 million plastic lenses per month, and the production capacity can continue to expand.
Yujingguang is also an optical lens company in Taiwan, and its corporate customers include North American mobile phone brands and some Chinese mobile phone brands. In fact, the smart glasses released by Facebook and Ray-Ban, as well as the Oculus Quest 2, all use jade crystal light Fresnel lenses. Under the grinding of the technology giant, the Fresnel lens of Jade Crystal Light has improved in process, and it has also won 30% more Orders for Apple AR/MR Headset.
After the news broke, Yujingguang's stock price ushered in a wave of rise, reaching a maximum of NT$401 per share, and later the stock price fell back.
<h2>Third, breaking the stereotype of VR equipment games still has to wait for Apple to enter</h2>
In addition to mentioning the information of Apple's AR/MR headset in the report, Guo Mingxi also mentioned some AR/MR headset product information that is worth paying attention to next year and predicted the trend of future headset development.
In the first quarter of 2022, he believes that the Sony PS5 VR device is worth paying attention to, which is mainly built for VR games, which Guo Mingxi feels reveals that investors' interest in VR equipment investment is still in the game field.
Guo Mingxi feels that if you want to change the "VR device is not just for the game", such a market impression may need to change until the second quarter of 2022 Oculus VR series new devices, and even until the fourth quarter of 2022 Apple AR/MR device launch, to change.
Not only that, he also gave his own views on the future development of the headset. "We think the headset will drive the next wave of user interface revolution, just like multi-touch on the iPhone." In his view, R & D personnel will gradually expand the application scenarios of headsets in social, communication, games and other fields, and in the future, headsets will replace some consumer electronic products with screens.
<h2>Conclusion: Apple's AR/MR headset will lead the way for the development of the industry</h2>
In the latest report, Guo Mingxi not only broke the latest details about Apple's AR/MR headset, but also analyzed which Apple supply chain players will affect when Apple postpones the mass production of AR/MR headsets. In addition, he focused on ar/MR headsets and talked about his views on its future development.
Recently, the AR/MR circle at home and abroad has been moving continuously. Not only are tech giants like Facebook frantically hinting at how powerful their new VR headsets are on Twitter, but there are also domestic startups like Thunderbird Innovation that have released their own smart glasses pioneer versions, pouring into the new track of AR/MR.
As we all know, Oculus Quest 2 knocked on the door of foreign consumer-grade VR devices, but it is still limited to the game field and cannot open up more application scenarios. Although Apple has not yet released its AR/MR devices, all parties are looking forward to whether the launch of this product can inject new vitality into the AR/MR market and even lead the consumer storm again.