Deepwater Assets expects AR/VR devices to contribute 10% of Apple’s revenue by 2030

IT House News on May 24th, Gene Munster, co-founder and managing partner of Deepwater Asset Management Company in the United States, recently stated that consumers’ demand for more immersive experiences continues to be popular, which is a strong headwind. Pave the way for the market. According to Munster's estimates, VR/AR devices will contribute 10% of Apple's revenue by 2030 (assuming Apple has not released its own brand of cars by 2030). The scale of this business is similar to Apple's Mac and iPad today. The businesses are similar in size.

▲ Picture source macdailynews

According to Munster, virtual reality (VR) and augmented reality (AR) technologies will become an integral part of consumers’ future experiences. VR and AR technologies can provide immersive experiences, allowing users to immerse themselves in various virtual scenes, such as games, movies, music, and travel. These technologies not only provide a better user experience, but also enable better user interaction, thereby promoting more efficient marketing and sales.

According to Munster’s suggestion, Apple should integrate VR/AR technology into its product line. Although Apple has yet to release a car, Munster estimates that VR/AR devices will contribute 10% of Apple's revenue by 2030. This business is comparable in size to Apple's Mac and iPad businesses today. According to predictions, VR/AR technology will continue to be popular, creating conditions for consumers to create more realistic technological experiences. VR/AR technology is being used in products by more and more companies, and this trend will continue to rise.

IT House believes that although Munster’s predictions are very fanciful, the current application of VR / AR technology is still awkward. Battery life and performance still make the VR / AR industry mainly focused on games and remote office, and still need to improve technology. and greater progress in the market to achieve his predictions.

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