Competing with Apple's MR headset? Meta officially announces that the Quest 3 VR industry chain is expected to benefit

As the much-anticipated WWDC23 is about to be held, Zuckerberg comes to "steal the spotlight" with his latest VR product Quest 3.

On Thursday local time, Meta officially announced Quest 3. This head-mounted display will be officially launched in the fall, and its overall performance has been improved compared to the previous generation.

What specific updates are there?

Meta Quest 3 is equipped with a higher resolution display and Pancake Optics solution;

The headset is equipped with the next-generation Snapdragon chip jointly developed by Meta and Qualcomm, which is expected to more than double the performance of the headset compared to the previous generation;

With dual RGB color cameras and a depth sensor, video delivery on Quest 3 delivers more accurate colors with 10 times the resolution of Quest 2;

It is 40% lighter than the previous generation device and more comfortable to wear;

The controller has been redesigned, removing the ring of the Quest 2 controller, making it more ergonomic.

In terms of price, Quest 3 is more expensive. The 128GB version of Quest 3 is initially priced at US$499, which is US$200 more expensive than the price of Quest 2 when it was first launched. At the same time, Meta has simultaneously lowered the price of Quest 2, with the 128GB and 256GB versions reduced to US$299.99 and US$349.99 respectively.

Our goal is to provide an intuitive and enjoyable experience that allows you to easily cope with real-life challenges. "We hope to move beyond the rigid categories of 'virtual reality' and 'mixed reality' to deliver a truly next-generation experience that allows you to easily blend the physical and virtual worlds," said Vice President Mark Rabkin. ”

It is worth noting that the content library of Quest 3 is compatible with Quest 2, which has more than 500 VR games and applications. Meta also said that there are more exciting new games to be released soon, as well as a AAA-level flagship adventure game.

In the downward cycle of the consumer electronics market, new VR/AR products have received high expectations from the market. The soon-to-be-released new Apple MR headsets and Meta products have attracted the attention of all parties to the VR/AR industry and industry chain.

CITIC Construction Investment said in a recently released research report that against the backdrop of declining global smartphone shipments, the first-generation MR product of Apple, the leading mobile phone company, is of great significance. It is optimistic about the release of Apple's MR and the rapid development of AI technology. , driving the VR and AR industries, VR/AR is expected to usher in the "iPhone moment".

From the perspective of the industry chain, a research report issued by China National Finance Securities pointed out that the XR industry is expected to gradually transition from the introduction period to the growth stage. Optical and display modules account for a high proportion of XR value, and the technology is in the continuous iteration stage. Maturity directly affects user experience.

In terms of optical modules, the folded light path Pancake has lower weight and thick bottom; in terms of display modules, Micro-OLED has the advantages of high PPI, small size, and low power consumption. Pancake Micro OLED is expected to become a mainstream solution in the future.

According to Ping An Securities, the companies in the VR/AR/MR industry chain mainly include:

Source: Science and Technology Innovation Board Daily

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