Ming-Chi Kuo: The key factor for the success of Apple’s MR devices is whether they can be highly integrated with AI and AIGC

Webmaster’s Home (ChinaZ.com) News on June 5: Apple’s WWDC23 Global Developers Conference will officially launch on the 6th, and Apple’s first mixed reality (MR) headset will be unveiled. , well-known analyst Ming-Chi Kuo said that investors’ focus on WWDC is when Apple will launch a similar generative ChatGPT service, which is higher than the first MR device. In the long term, the key factor for the success of Apple’s head-mounted devices is whether it can compete with AI and AIGC. Highly integrated.

Ming-Chi Kuo shared the 6 key points of WWDC that he recently discussed with investors. The first is that if Apple’s first augmented reality (AR)/mixed reality (MR) headset is successfully released, it will bring a great impact to 3D interactive design and 3D computer graphics. Huge impact, just like ChatGPT on artificial intelligence (AI) and generative AI (AIGC).

The second point is that in the long run, the key factor for the success of Apple’s AR/MR headsets lies in their ability to be highly integrated with AI and AIGC.

The third point is that investors have recently paid more attention to when Apple will launch a service similar to ChatGPT than Apple AR/MR headsets.

The fourth point is that if Apple releases AIGC services at WWDC, investors believe it will help and continue the current AI investment sentiment. If Apple's AIGC service requires higher hardware specifications, it may lead to a wave of hardware replacement.

The fifth point is that after AI chip maker Nvidia released a second-quarter financial forecast that was better than market consensus, compared with AI, investors are obviously worried that it may be difficult to achieve significant revenue in the next two years. Interest in profit-contributing AR/MR headsets has decreased.

The sixth point is that if Apple’s AR/MR head-mounted device release can significantly exceed market expectations, coupled with the large-scale shipments of new iPhones, Apple Watches and MacBooks in the second half of this year, it will push up revenue and profits. , is expected to still be beneficial to the stock price of Apple's key supply chain.

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