Renowned analyst Ming-Chi Kuo is confident that Apple’s highly anticipated AR/VR headset will be unveiled at WWDC in June. He notes that Apple is “well prepared to release” the new device.
He also notes that the release of the headset will benefit Apple’s supply chain partners, boosting the entire VR industry. The most expensive parts of an AR/VR headset are the assembly (exclusive to Luxshare), micro OLED display (exclusive to Sony), dual processor (exclusive to TSMC), chassis (mainly supplied by Everwin Precision), the 12 camera modules (exclusive to Cowell Electronics) and the external power supply from Goertek. Kuo notes that Cowell Electronics will benefit the most, since it has fewer other customers.
Image credit: Ming-Chi Kuo
If the launch of Apple’s AR/VR headset is successful, Kuo notes, it could become the hottest new investment trend in consumer electronics.
Apple AR/MR頭戴裝置發佈預測與供應鏈投資策略；高偉電子為最大受益者/Apple AR/MR headset ad forecast and supply chain investment strategy. Cowell is the major beneficiaryhttps://t.co/YUqxUPzgNR
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) May 15, 2023
Start a new Thread