Well-known fruit chain analyst: The key to the success of Apple's MR headset depends on whether it is combined with AI

Before the start of Apple’s 2023 Worldwide Developers Conference (WWDC23), well-known Apple analyst Ming-Chi Kuo expressed his latest views on Apple’s upcoming AR/MR headset.

The "veil" of MR headsets is expected to be unveiled at the WWDC conference, which is one of the hot spots that many investors have recently paid attention to.

Guo Mingchi said that in terms of head-mounted devices, if Apple’s AR/MR head-mounted display is successfully released, it will have a great impact on 3D interaction design and 3D computer graphics, just like ChatGPT has on AI and AIGC (generative Artificial Intelligence) has the same impact.

However, he also pointed out that investors seem to be more interested in understanding Apple’s efforts in artificial intelligence (AI) than this headset.

Investors seem to be more interested in AI

In a tweet on Sunday (June 4), Ming-Chi Kuo shared his latest discussions with investors about WWDC.

Most of Ming-Chi Kuo's posts revolve around AI and AIGC (generative artificial intelligence). He pointed out that "investors are more concerned about when Apple will launch a service like ChatGPT than AR/MR headsets."

In addition, Guo Mingchi believes that In the long term, the key to the success of this headset lies in its ability to be highly integrated with AI/AIGC.

Part of the reason Ming-Chi Kuo gave this view is that head-mounted devices will have limited contribution to suppliers’ revenue and profits in the next two years, while the AI ​​business has more potential. He used the example of Nvidia's second-quarter performance forecast being much higher than market expectations to explain the extent of investors' attention to artificial intelligence.

He said that if Apple announces the AIGC service at WWDC, it will help continue investors’ current AI investment sentiment. If Apple has higher hardware specification requirements for AIGC, it may also lead to an increase in demand for hardware replacement.

Although AI or AIGC may bring greater benefits to Apple, if the head display announced this time can exceed market expectations, Guo Mingchi believes that it "can still benefit the stocks of Apple and major suppliers."

Source: Financial Industry

The above is the detailed content of Well-known fruit chain analyst: The key to the success of Apple's MR headset depends on whether it is combined with AI. For more information, please follow other related articles on the PHP Chinese website!