Analysts say Apple's AR/MR headset is ready and will debut in June
[Global Network Technology Comprehensive Report] On May 15, Tianfeng International Securities analyst Ming-Chi Kuo issued an article stating that Apple’s AR/MR headset is very likely to be unveiled at WWDC (Apple Worldwide Developers Conference) in June. He believes Apple is well prepared to release this new device.
He revealed that among the material costs of the new device, excluding assembly (exclusive to Luxshare), the top five most expensive are Micro OLED display (exclusive to Sony), dual processors (exclusive to TSMC), and chassis (long Ying Precision mainly supplies), 12 camera modules (exclusive to Gaowei Electronics), and external power supplies (exclusive to Goertek).
If the revenue and profit contribution to suppliers are taken into account, Gaowei Electronics may be the biggest beneficiary due to its smallest revenue scale.
If the AR/MR head-mounted device launched by Apple performs well, then this device is likely to become the most important investment direction in the consumer electronics industry. "Ming-Chi Kuo said.
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